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 |
|---|---|---|---|---|---|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
21,493
shares
|
$4.82 Million
1.61% of portfolio
|
Q3 2024
Added 1110.87%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
21,467
shares
|
$4.82 Million
1.12% of portfolio
|
Q3 2024
Added 866.11%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
21,431
shares
|
$4.81 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
21,388
shares
|
$4.8 Million
0.35% of portfolio
|
Q3 2024
Added 924.33%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2024 Q3 2024 |
21,386
shares
|
$4.8 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
21,371
shares
|
$4.79 Million
0.51% of portfolio
|
Q3 2024
Added 898.64%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
21,326
shares
|
$4.78 Million
2.61% of portfolio
|
Q2 2024
Reduced 5.72%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
21,278
shares
|
$4.77 Million
1.57% of portfolio
|
Q3 2024
Added 862.37%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
21,182
shares
|
$4.75 Million
0.33% of portfolio
|
Q3 2024
Added 966.03%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
21,155
shares
|
$4.75 Million
0.23% of portfolio
|
Q3 2024
Added 846.96%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
21,152
shares
|
$4.74 Million
2.21% of portfolio
|
Q3 2024
Added 464.96%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
21,135
shares
|
$4.74 Million
0.26% of portfolio
|
Q3 2024
Added 940.62%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
21,133
shares
|
$4.74 Million
1.4% of portfolio
|
Q3 2024
Added 801.58%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
21,120
shares
|
$4.74 Million
0.97% of portfolio
|
Q3 2024
Added 918.32%
|
|
|
Violich Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
21,080
shares
|
$4.73 Million
0.47% of portfolio
|
Q3 2024
Added 908.61%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
21,046
shares
|
$4.72 Million
1.34% of portfolio
|
Q3 2023
Reduced 33.07%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
20,996
shares
|
$4.71 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
20,979
shares
|
$4.71 Million
0.34% of portfolio
|
Q3 2024
Added 892.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
20,961
shares
|
$4.7 Million
0.22% of portfolio
|
Q3 2024
Added 982.14%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
20,955
shares
|
$4.7 Million
0.64% of portfolio
|
Q4 2024
Added 21.49%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
20,946
shares
|
$4.7 Million
1.71% of portfolio
|
Q3 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
20,940
shares
|
$4.7 Million
0.04% of portfolio
|
Q3 2024
Added 925.97%
|
|
|
Consolidated Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
20,905
shares
|
$4.69 Million
1.59% of portfolio
|
Q3 2024
Added 260.93%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
20,901
shares
|
$4.69 Million
0.43% of portfolio
|
Q3 2024
Added 901.97%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
20,833
shares
|
$4.67 Million
0.65% of portfolio
|
Q3 2024
Added 1689.78%
|