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 |
|---|---|---|---|---|---|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
18,947
shares
|
$4.25 Million
1.37% of portfolio
|
Q3 2024
Added 795.42%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
18,940
shares
|
$4.25 Million
2.34% of portfolio
|
Q3 2024
Added 946.99%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
18,847
shares
|
$4.23 Million
0.1% of portfolio
|
Q3 2024
Added 6421.45%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
18,827
shares
|
$4.22 Million
3.76% of portfolio
|
Q1 2024
Reduced 8.25%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
18,764
shares
|
$4.21 Million
0.07% of portfolio
|
Q3 2024
Added 1049.05%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
18,756
shares
|
$4.21 Million
1.21% of portfolio
|
Q3 2024
Added 863.82%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
18,755
shares
|
$4.21 Million
2.33% of portfolio
|
Q3 2024
Added 919.29%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
18,731
shares
|
$4.2 Million
0.33% of portfolio
|
Q3 2024
Added 1471.39%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
18,612
shares
|
$4.17 Million
2.27% of portfolio
|
Q3 2024
Added 753.37%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
18,589
shares
|
$4.17 Million
0.94% of portfolio
|
Q3 2024
Added 918.02%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
18,549
shares
|
$4.16 Million
0.89% of portfolio
|
Q3 2024
Added 970.34%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
18,492
shares
|
$4.15 Million
1.21% of portfolio
|
Q3 2022
Added 3.95%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
18,465
shares
|
$4.14 Million
0.73% of portfolio
|
Q3 2024
Added 1116.4%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
18,461
shares
|
$4.14 Million
0.56% of portfolio
|
Q2 2023
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
18,446
shares
|
$4.14 Million
1.61% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
18,409
shares
|
$4.13 Million
0.9% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
18,260
shares
|
$4.1 Million
0.18% of portfolio
|
Q3 2024
Added 6240.28%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
18,249
shares
|
$4.09 Million
0.43% of portfolio
|
Q3 2024
Added 1045.57%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
18,228
shares
|
$4.09 Million
1.71% of portfolio
|
Q3 2024
Added 951.82%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
18,209
shares
|
$4.08 Million
1.46% of portfolio
|
Q3 2024
Added 709.29%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
18,202
shares
|
$4.08 Million
0.32% of portfolio
|
Q3 2024
Added 934.2%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
18,182
shares
|
$4.08 Million
0.22% of portfolio
|
Q3 2024
Added 928.39%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
18,142
shares
|
$4.07 Million
0.16% of portfolio
|
Q3 2024
Added 799.9%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
18,060
shares
|
$4.05 Million
1.05% of portfolio
|
Q3 2024
Added 898.89%
|
|
|
Riverstone Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
18,054
shares
|
$4.05 Million
1.81% of portfolio
|
Q3 2024
Added 987.59%
|