Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,735 institutions that hold shares in the stock, with a total of 2.98 Billion shares, which have been reported (via 13F filing form) to have a value of $684 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
24,476
shares
|
$5.61 Million
1.85% of portfolio
|
Q3 2024
Added 881.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
24,465
shares
|
$5.61 Million
0.69% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
24,430
shares
|
$5.6 Million
0.03% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
24,410
shares
|
$5.6 Million
0.91% of portfolio
|
Q3 2024
Added 1527.33%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
24,400
shares
|
$5.59 Million
1.27% of portfolio
|
Q3 2024
Added 780.87%
|
|
|
Clear Street Derivatives LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,400
shares
|
$5.59 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
24,397
shares
|
$5.59 Million
1.09% of portfolio
|
Q3 2024
Added 771.94%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
24,361
shares
|
$5.58 Million
0.16% of portfolio
|
Q3 2024
Added 882.3%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
24,360
shares
|
$5.58 Million
3.36% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
24,290
shares
|
$5.57 Million
2.19% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Aurora Investment Managers, Llc.
|
Oct 17, 2024 Q3 2024 |
24,238
shares
|
$5.56 Million
2.68% of portfolio
|
Q3 2024
Added 836.55%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
24,196
shares
|
$5.55 Million
1.61% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Surience Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
24,179
shares
|
$5.54 Million
4.29% of portfolio
|
Q3 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
24,175
shares
|
$5.54 Million
1.48% of portfolio
|
Q3 2024
Added 829.81%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
24,169
shares
|
$5.54 Million
1.18% of portfolio
|
Q3 2024
Added 962.37%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
24,152
shares
|
$5.54 Million
0.39% of portfolio
|
Q3 2024
Added 850.87%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
24,083
shares
|
$5.52 Million
1.3% of portfolio
|
Q3 2024
Added 893.52%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
24,080
shares
|
$5.52 Million
0.53% of portfolio
|
Q3 2024
Added 906.27%
|
|
|
Groesbeck Investment Management Corp
|
Oct 23, 2024 Q3 2024 |
24,060
shares
|
$5.52 Million
6.09% of portfolio
|
Q3 2024
Added 787.5%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
23,894
shares
|
$5.48 Million
0.24% of portfolio
|
Q3 2024
Added 1381.34%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
23,872
shares
|
$5.47 Million
0.93% of portfolio
|
Q3 2024
Added 1057.15%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
23,809
shares
|
$5.46 Million
0.39% of portfolio
|
Q3 2024
Added 1013.09%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
23,803
shares
|
$5.46 Million
0.04% of portfolio
|
Q3 2024
Added 1014.89%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
23,792
shares
|
$5.45 Million
1.0% of portfolio
|
Q3 2024
Added 892.16%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
23,623
shares
|
$5.42 Million
0.17% of portfolio
|
Q3 2024
Added 1028.67%
|