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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
11,827
shares
|
$2.65 Million
0.38% of portfolio
|
Q3 2024
Added 1095.85%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
11,811
shares
|
$2.65 Million
0.91% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
11,798
shares
|
$2.65 Million
0.16% of portfolio
|
Q3 2022
Added 0.54%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
11,773
shares
|
$2.64 Million
0.32% of portfolio
|
Q3 2024
Added 897.71%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
11,770
shares
|
$2.64 Million
0.1% of portfolio
|
Q3 2024
Added 917.29%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
11,698
shares
|
$2.62 Million
0.53% of portfolio
|
Q3 2024
Added 922.55%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
11,689
shares
|
$2.62 Million
0.31% of portfolio
|
Q2 2024
Added 7.77%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
11,685
shares
|
$2.62 Million
1.27% of portfolio
|
Q3 2024
Added 1226.33%
|
|
|
Value Partners Investments Inc.
|
Oct 07, 2024 Q3 2024 |
11,674
shares
|
$2.62 Million
0.17% of portfolio
|
Q3 2024
Added 1012.87%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
11,671
shares
|
$2.62 Million
1.97% of portfolio
|
Q1 2023
Added 5.47%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
11,670
shares
|
$2.62 Million
0.67% of portfolio
|
Q3 2024
Added 1162.99%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
11,640
shares
|
$2.61 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
11,622
shares
|
$2.61 Million
0.09% of portfolio
|
Q3 2024
Added 913.25%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
11,615
shares
|
$2.61 Million
0.34% of portfolio
|
Q3 2024
Added 899.57%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,614
shares
|
$2.61 Million
0.19% of portfolio
|
Q3 2024
Added 1461.02%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
11,605
shares
|
$2.6 Million
0.74% of portfolio
|
Q3 2024
Added 1129.34%
|
|
|
Truxt Investmentos Ltda.
|
Nov 04, 2024 Q3 2024 |
11,600
shares
|
$2.6 Million
1.38% of portfolio
|
Q3 2024
Added 233.91%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
11,595
shares
|
$2.6 Million
1.27% of portfolio
|
Q3 2024
Added 974.61%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
11,549
shares
|
$2.59 Million
0.57% of portfolio
|
Q3 2024
Added 674.58%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
11,548
shares
|
$2.59 Million
0.36% of portfolio
|
Q3 2024
Added 1060.6%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
11,538
shares
|
$2.59 Million
0.65% of portfolio
|
Q3 2024
Added 1074.95%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
11,504
shares
|
$2.58 Million
1.95% of portfolio
|
Q3 2024
Added 933.6%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
11,504
shares
|
$2.58 Million
0.61% of portfolio
|
Q3 2024
Added 928.98%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
11,465
shares
|
$2.57 Million
0.88% of portfolio
|
Q3 2024
Added 900.44%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
11,447
shares
|
$2.57 Million
0.48% of portfolio
|
Q3 2024
Added 746.67%
|