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 |
|---|---|---|---|---|---|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
16,746
shares
|
$3.76 Million
1.05% of portfolio
|
Q3 2024
Added 961.89%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
16,720
shares
|
$3.75 Million
0.53% of portfolio
|
Q3 2024
Added 945.65%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
16,694
shares
|
$3.74 Million
0.13% of portfolio
|
Q3 2024
Added 1056.09%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
16,687
shares
|
$3.74 Million
0.23% of portfolio
|
Q3 2024
Added 1014.7%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
16,681
shares
|
$3.74 Million
0.87% of portfolio
|
Q3 2024
Added 958.44%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
16,643
shares
|
$3.73 Million
0.53% of portfolio
|
Q3 2024
Added 901.99%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
16,610
shares
|
$3.73 Million
0.26% of portfolio
|
Q3 2024
Added 898.8%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
16,566
shares
|
$3.72 Million
0.7% of portfolio
|
Q3 2024
Added 899.16%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
16,546
shares
|
$3.71 Million
0.38% of portfolio
|
Q3 2024
Added 867.6%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
16,500
shares
|
$3.7 Million
1.0% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
16,477
shares
|
$3.7 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
16,411
shares
|
$3.68 Million
0.19% of portfolio
|
Q3 2024
Added 951.99%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
16,410
shares
|
$3.68 Million
0.21% of portfolio
|
Q3 2024
Added 877.37%
|
|
|
Graphene Investments Sas
Paris, I0 |
Oct 15, 2024 Q3 2024 |
16,400
shares
|
$3.68 Million
1.81% of portfolio
|
Q3 2024
Added 763.16%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
16,387
shares
|
$3.68 Million
1.22% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
16,382
shares
|
$3.67 Million
1.44% of portfolio
|
Q3 2024
Added 940.13%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
16,338
shares
|
$3.66 Million
0.41% of portfolio
|
Q3 2024
Added 800.17%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
16,325
shares
|
$3.66 Million
0.09% of portfolio
|
Q3 2024
Added 939.15%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
16,290
shares
|
$3.65 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
16,276
shares
|
$3.65 Million
0.11% of portfolio
|
Q3 2024
Added 140.95%
|
|
|
Unigestion Holding Sa
|
Nov 19, 2024 Q3 2024 |
16,250
shares
|
$3.65 Million
0.14% of portfolio
|
Q3 2024
Added 735.48%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
16,152
shares
|
$3.62 Million
2.11% of portfolio
|
Q3 2024
Added 866.61%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
16,150
shares
|
$3.62 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
16,149
shares
|
$3.62 Million
0.07% of portfolio
|
Q3 2024
Added 984.55%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
16,134
shares
|
$3.62 Million
0.21% of portfolio
|
Q3 2024
New holding
|