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 |
|---|---|---|---|---|---|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
15,220
shares
|
$3.41 Million
0.29% of portfolio
|
Q3 2024
Added 1208.68%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
15,210
shares
|
$3.41 Million
0.82% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
15,196
shares
|
$3.41 Million
1.14% of portfolio
|
Q3 2024
Added 985.43%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
15,190
shares
|
$3.41 Million
0.13% of portfolio
|
Q3 2024
Added 834.77%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
15,150
shares
|
$3.4 Million
0.4% of portfolio
|
Q3 2024
Added 955.75%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
15,146
shares
|
$3.4 Million
1.91% of portfolio
|
Q3 2024
Added 875.9%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
15,141
shares
|
$3.4 Million
0.27% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
15,106
shares
|
$3.39 Million
0.51% of portfolio
|
Q3 2024
Added 902.39%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
15,076
shares
|
$3.38 Million
0.33% of portfolio
|
Q3 2024
Added 918.65%
|
|
|
Advent Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$3.36 Million
1.67% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
14,910
shares
|
$3.34 Million
1.04% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
14,901
shares
|
$3.34 Million
2.32% of portfolio
|
Q3 2024
Added 862.6%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
14,890
shares
|
$3.34 Million
0.7% of portfolio
|
Q3 2024
Added 978.99%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
14,887
shares
|
$3.34 Million
0.22% of portfolio
|
Q3 2024
Added 19.94%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,869
shares
|
$3.34 Million
0.46% of portfolio
|
Q4 2023
Added 2.58%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
14,865
shares
|
$3.33 Million
0.23% of portfolio
|
Q3 2024
Added 1029.56%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
14,852
shares
|
$3.33 Million
0.18% of portfolio
|
Q3 2024
Added 973.9%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
14,847
shares
|
$3.33 Million
0.88% of portfolio
|
Q3 2024
Added 899.8%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
14,823
shares
|
$3.32 Million
0.06% of portfolio
|
Q3 2024
Added 1193.46%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,796
shares
|
$3.32 Million
0.4% of portfolio
|
Q3 2024
Added 2784.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,771
shares
|
$3.31 Million
0.28% of portfolio
|
Q2 2020
Reduced 0.73%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
14,688
shares
|
$3.29 Million
1.78% of portfolio
|
Q3 2024
Added 863.15%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
14,680
shares
|
$3.29 Million
0.29% of portfolio
|
Q3 2024
Added 898.64%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
14,622
shares
|
$3.28 Million
0.38% of portfolio
|
Q3 2024
Added 941.45%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
14,610
shares
|
$3.28 Million
1.15% of portfolio
|
Q3 2024
Added 883.18%
|