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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
20,828
shares
|
$4.67 Million
0.72% of portfolio
|
Q3 2024
Added 1174.66%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
20,811
shares
|
$4.67 Million
0.17% of portfolio
|
Q3 2024
Added 932.8%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
20,783
shares
|
$4.66 Million
0.61% of portfolio
|
Q3 2024
Added 1134.14%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
20,778
shares
|
$4.66 Million
1.48% of portfolio
|
Q3 2024
Added 909.13%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
20,692
shares
|
$4.64 Million
0.17% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
20,521
shares
|
$4.6 Million
1.29% of portfolio
|
Q3 2024
Added 899.56%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
20,448
shares
|
$4.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
20,434
shares
|
$4.58 Million
1.67% of portfolio
|
Q3 2024
Added 675.19%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
20,429
shares
|
$4.58 Million
0.34% of portfolio
|
Q3 2024
Added 991.88%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
20,350
shares
|
$4.56 Million
0.6% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 07, 2024 Q3 2024 |
20,310
shares
|
$4.56 Million
2.26% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
20,302
shares
|
$4.55 Million
1.57% of portfolio
|
Q3 2024
Added 891.79%
|
|
|
Commons Capital, LLC
Needham, MA |
Oct 23, 2024 Q3 2024 |
20,289
shares
|
$4.55 Million
3.87% of portfolio
|
Q3 2024
Added 909.91%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
20,274
shares
|
$4.55 Million
1.08% of portfolio
|
Q3 2024
Added 820.71%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
20,136
shares
|
$4.52 Million
0.68% of portfolio
|
Q3 2024
Added 943.32%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
20,086
shares
|
$4.51 Million
0.68% of portfolio
|
Q3 2024
Added 872.69%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
20,017
shares
|
$4.49 Million
1.54% of portfolio
|
Q3 2024
Added 895.38%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
20,014
shares
|
$4.49 Million
0.49% of portfolio
|
Q3 2024
Added 900.2%
|
|
|
Alight Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$4.49 Million
1.23% of portfolio
|
Q3 2024
Added 566.67%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
19,972
shares
|
$4.48 Million
0.9% of portfolio
|
Q3 2024
Added 861.12%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
19,970
shares
|
$4.48 Million
0.81% of portfolio
|
Q3 2024
Added 939.02%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
19,908
shares
|
$4.47 Million
0.75% of portfolio
|
Q3 2024
Added 987.87%
|
|
|
Spinnaker Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
19,900
shares
|
$4.46 Million
0.86% of portfolio
|
Q3 2024
Added 900.5%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
19,855
shares
|
$4.45 Million
0.57% of portfolio
|
Q3 2024
Added 517.57%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
19,789
shares
|
$4.44 Million
2.05% of portfolio
|
Q3 2024
Added 1978.68%
|