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 |
|---|---|---|---|---|---|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,617
shares
|
$5.3 Million
0.88% of portfolio
|
Q3 2024
Added 854.22%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Oct 25, 2024 Q3 2024 |
23,500
shares
|
$5.27 Million
3.15% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
23,380
shares
|
$5.24 Million
0.8% of portfolio
|
Q3 2024
Added 922.75%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
23,347
shares
|
$5.24 Million
1.62% of portfolio
|
Q3 2024
Added 625.06%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
23,311
shares
|
$5.23 Million
2.18% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
23,240
shares
|
$5.21 Million
0.55% of portfolio
|
Q3 2024
Added 942.62%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
23,212
shares
|
$5.21 Million
0.63% of portfolio
|
Q3 2024
Added 1642.64%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
23,173
shares
|
$5.2 Million
3.03% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
23,137
shares
|
$5.19 Million
1.83% of portfolio
|
Q3 2024
Added 798.52%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
23,135
shares
|
$5.19 Million
0.81% of portfolio
|
Q3 2024
Added 968.59%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
23,087
shares
|
$5.18 Million
1.25% of portfolio
|
Q3 2024
Added 6156.64%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
23,059
shares
|
$5.17 Million
0.71% of portfolio
|
Q3 2024
Added 901.69%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
22,968
shares
|
$5.15 Million
3.91% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
22,950
shares
|
$5.15 Million
0.76% of portfolio
|
Q3 2024
Added 938.46%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
22,946
shares
|
$5.15 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
22,902
shares
|
$5.14 Million
2.59% of portfolio
|
Q3 2024
Added 816.08%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
22,780
shares
|
$5.11 Million
0.2% of portfolio
|
Q3 2024
Added 963.0%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
22,721
shares
|
$5.1 Million
1.16% of portfolio
|
Q3 2024
Added 898.29%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
22,698
shares
|
$5.09 Million
1.82% of portfolio
|
Q3 2024
Added 899.47%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
22,657
shares
|
$5.08 Million
0.42% of portfolio
|
Q3 2024
Added 3296.85%
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
22,601
shares
|
$5.07 Million
2.55% of portfolio
|
Q3 2024
Added 780.44%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
22,596
shares
|
$5.07 Million
0.25% of portfolio
|
Q3 2024
Added 1090.52%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
22,565
shares
|
$5.06 Million
0.85% of portfolio
|
Q3 2024
Added 11015.76%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
22,530
shares
|
$5.05 Million
0.99% of portfolio
|
Q3 2024
Added 857.91%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
22,516
shares
|
$5.05 Million
1.13% of portfolio
|
Q3 2024
Added 899.38%
|