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 |
|---|---|---|---|---|---|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
15,984
shares
|
$3.59 Million
1.24% of portfolio
|
Q3 2024
Added 951.58%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
15,964
shares
|
$3.58 Million
0.96% of portfolio
|
Q3 2024
Added 809.63%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
15,936
shares
|
$3.57 Million
0.56% of portfolio
|
Q3 2024
Added 953.97%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
15,935
shares
|
$3.57 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
15,929
shares
|
$3.57 Million
0.22% of portfolio
|
Q3 2024
Added 886.93%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
15,910
shares
|
$3.57 Million
2.06% of portfolio
|
Q2 2024
Reduced 9.14%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
15,904
shares
|
$3.57 Million
1.8% of portfolio
|
Q3 2024
Added 900.88%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
15,896
shares
|
$3.57 Million
0.26% of portfolio
|
Q3 2024
Added 928.2%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15,883
shares
|
$3.56 Million
0.77% of portfolio
|
Q3 2024
Added 866.12%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
15,880
shares
|
$3.56 Million
0.86% of portfolio
|
Q3 2024
Added 884.5%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
15,845
shares
|
$3.55 Million
0.06% of portfolio
|
Q3 2024
Added 1233.75%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
15,796
shares
|
$3.54 Million
0.39% of portfolio
|
Q3 2024
Added 191.55%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Nov 25, 2024 Q3 2024 |
15,712
shares
|
$3.52 Million
1.22% of portfolio
|
Q3 2024
Added 853.98%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
15,695
shares
|
$3.52 Million
0.22% of portfolio
|
Q3 2024
Added 1221.13%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
15,680
shares
|
$3.52 Million
0.66% of portfolio
|
Q3 2024
Added 1516.49%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
15,544
shares
|
$3.49 Million
0.23% of portfolio
|
Q3 2024
Added 1045.47%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
15,540
shares
|
$3.49 Million
0.78% of portfolio
|
Q3 2024
Added 564.67%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
15,480
shares
|
$3.47 Million
0.59% of portfolio
|
Q3 2024
Added 884.73%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
15,462
shares
|
$3.47 Million
0.23% of portfolio
|
Q3 2024
Added 3189.79%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
15,421
shares
|
$3.46 Million
0.5% of portfolio
|
Q3 2024
Added 1015.04%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
15,413
shares
|
$3.46 Million
0.86% of portfolio
|
Q3 2024
Added 222.92%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
15,324
shares
|
$3.44 Million
0.85% of portfolio
|
Q3 2024
Added 383.41%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
15,310
shares
|
$3.43 Million
1.46% of portfolio
|
Q3 2024
Added 876.4%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
15,257
shares
|
$3.42 Million
1.81% of portfolio
|
Q2 2023
Added 0.24%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
15,250
shares
|
$3.42 Million
0.74% of portfolio
|
Q3 2024
Added 916.67%
|