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 |
|---|---|---|---|---|---|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
13,414
shares
|
$3.01 Million
0.61% of portfolio
|
Q3 2024
Added 907.06%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
13,381
shares
|
$3 Million
0.65% of portfolio
|
Q3 2024
Added 902.32%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Oct 24, 2024 Q3 2024 |
13,372
shares
|
$3 Million
2.04% of portfolio
|
Q3 2024
Added 868.99%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
13,364
shares
|
$3 Million
0.55% of portfolio
|
Q3 2024
Added 711.41%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
13,361
shares
|
$3 Million
0.24% of portfolio
|
Q3 2024
Added 687.33%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
13,344
shares
|
$2.99 Million
0.4% of portfolio
|
Q3 2024
Added 893.6%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
13,330
shares
|
$2.99 Million
0.49% of portfolio
|
Q3 2024
Added 823.77%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
13,330
shares
|
$2.99 Million
0.16% of portfolio
|
Q3 2024
Added 893.29%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Oct 08, 2024 Q3 2024 |
13,325
shares
|
$2.99 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 07, 2025 Q4 2024 |
13,309
shares
|
$2.99 Million
0.69% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
13,244
shares
|
$2.97 Million
0.58% of portfolio
|
Q3 2024
Added 1045.67%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
13,231
shares
|
$2.97 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
13,213
shares
|
$2.96 Million
0.99% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
13,212
shares
|
$2.96 Million
0.06% of portfolio
|
Q3 2022
Added 2868.99%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
13,151
shares
|
$2.95 Million
0.42% of portfolio
|
Q3 2024
Added 875.59%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
13,144
shares
|
$2.95 Million
1.0% of portfolio
|
Q3 2024
Added 832.86%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
13,116
shares
|
$2.94 Million
1.56% of portfolio
|
Q3 2024
Added 815.92%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
13,099
shares
|
$2.94 Million
0.42% of portfolio
|
Q3 2024
Added 876.08%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
13,098
shares
|
$2.94 Million
0.68% of portfolio
|
Q3 2024
Added 956.29%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
13,085
shares
|
$2.94 Million
1.01% of portfolio
|
Q3 2024
Added 1203.29%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
13,084
shares
|
$2.93 Million
0.31% of portfolio
|
Q3 2024
Added 4232.45%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
13,083
shares
|
$2.93 Million
0.66% of portfolio
|
Q3 2024
Added 961.07%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
13,062
shares
|
$2.93 Million
0.89% of portfolio
|
Q3 2024
Added 1559.72%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
13,010
shares
|
$2.92 Million
1.04% of portfolio
|
Q3 2024
Added 965.52%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
13,000
shares
|
$2.92 Million
0.22% of portfolio
|
Q3 2024
Added 948.39%
|