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 |
|---|---|---|---|---|---|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
12,980
shares
|
$2.91 Million
0.45% of portfolio
|
Q3 2024
Added 896.16%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
12,945
shares
|
$2.9 Million
0.54% of portfolio
|
Q3 2024
Added 932.3%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
12,921
shares
|
$2.9 Million
0.32% of portfolio
|
Q3 2024
Added 887.09%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
12,919
shares
|
$2.9 Million
0.37% of portfolio
|
Q3 2024
Added 903.03%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
12,903
shares
|
$2.89 Million
0.57% of portfolio
|
Q3 2024
Added 744.44%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
12,898
shares
|
$2.89 Million
0.3% of portfolio
|
Q3 2024
Added 1114.5%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
12,849
shares
|
$2.88 Million
0.05% of portfolio
|
Q3 2024
Added 1131.93%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
12,847
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
12,835
shares
|
$2.88 Million
0.44% of portfolio
|
Q2 2022
Added 5.72%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
12,776
shares
|
$2.87 Million
1.0% of portfolio
|
Q3 2024
Added 906.78%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
12,774
shares
|
$2.87 Million
0.79% of portfolio
|
Q3 2024
Added 910.6%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
12,765
shares
|
$2.86 Million
1.1% of portfolio
|
Q3 2024
Added 1029.65%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
12,748
shares
|
$2.86 Million
0.69% of portfolio
|
Q3 2024
Added 1118.74%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
12,738
shares
|
$2.86 Million
0.22% of portfolio
|
Q3 2024
Added 906.96%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
12,711
shares
|
$2.85 Million
0.05% of portfolio
|
Q3 2024
Added 1219.94%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
12,692
shares
|
$2.85 Million
1.04% of portfolio
|
Q3 2024
Added 935.24%
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
12,670
shares
|
$2.84 Million
0.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
12,665
shares
|
$2.84 Million
1.47% of portfolio
|
Q3 2024
Added 913.2%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,641
shares
|
$2.84 Million
0.3% of portfolio
|
Q3 2024
Added 837.06%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
12,640
shares
|
$2.84 Million
1.33% of portfolio
|
Q3 2024
Added 864.15%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
12,634
shares
|
$2.83 Million
0.26% of portfolio
|
Q3 2024
Added 1060.15%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
12,633
shares
|
$2.83 Million
1.18% of portfolio
|
Q3 2024
Added 873.27%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
12,633
shares
|
$2.83 Million
0.72% of portfolio
|
Q3 2024
Added 823.46%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
12,592
shares
|
$2.82 Million
1.03% of portfolio
|
Q3 2024
Added 802.01%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
12,586
shares
|
$2.82 Million
0.19% of portfolio
|
Q3 2024
Added 1298.44%
|