Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,739 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 $669 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
22,508
shares
|
$5.05 Million
2.19% of portfolio
|
Q3 2024
Added 906.62%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
22,500
shares
|
$5.05 Million
1.46% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
22,497
shares
|
$5.05 Million
0.53% of portfolio
|
Q3 2024
Added 946.86%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
22,467
shares
|
$5.04 Million
0.99% of portfolio
|
Q3 2024
Added 1028.43%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 15, 2024 Q3 2024 |
22,418
shares
|
$5.03 Million
1.44% of portfolio
|
Q3 2024
Added 919.0%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
22,098
shares
|
$4.96 Million
0.33% of portfolio
|
Q3 2024
Reduced 27.28%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
22,097
shares
|
$4.96 Million
0.14% of portfolio
|
Q3 2024
Added 1022.24%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
22,085
shares
|
$4.95 Million
1.23% of portfolio
|
Q3 2024
Added 884.62%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
22,060
shares
|
$4.95 Million
2.84% of portfolio
|
Q3 2024
Added 910.54%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
22,051
shares
|
$4.95 Million
1.01% of portfolio
|
Q3 2024
Added 778.18%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
22,000
shares
|
$4.93 Million
1.26% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
21,942
shares
|
$4.92 Million
0.8% of portfolio
|
Q2 2022
Reduced 0.97%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
21,938
shares
|
$4.92 Million
0.54% of portfolio
|
Q3 2024
Added 2976.86%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
21,925
shares
|
$4.92 Million
0.63% of portfolio
|
Q3 2024
Added 776.65%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
21,861
shares
|
$4.9 Million
0.09% of portfolio
|
Q3 2024
Added 982.76%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
21,845
shares
|
$4.9 Million
0.97% of portfolio
|
Q3 2024
Added 774.5%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
21,715
shares
|
$4.87 Million
0.35% of portfolio
|
Q3 2024
Added 863.83%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
21,713
shares
|
$4.87 Million
0.38% of portfolio
|
Q3 2024
Added 9.99%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
21,696
shares
|
$4.87 Million
1.11% of portfolio
|
Q3 2024
Added 714.11%
|
|
|
Donoghue Forlines LLC
|
Nov 13, 2024 Q3 2024 |
21,646
shares
|
$4.86 Million
1.09% of portfolio
|
Q3 2024
Added 835.84%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,633
shares
|
$4.85 Million
0.83% of portfolio
|
Q3 2024
Added 938.55%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
21,598
shares
|
$4.84 Million
1.56% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Orca Investment Management, LLC
|
Oct 11, 2024 Q3 2024 |
21,574
shares
|
$4.84 Million
3.51% of portfolio
|
Q3 2024
Added 952.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
21,558
shares
|
$4.84 Million
0.17% of portfolio
|
Q3 2024
Added 290.47%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
21,526
shares
|
$4.83 Million
1.13% of portfolio
|
Q3 2024
New holding
|