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 |
|---|---|---|---|---|---|
|
Lcm Capital Management Inc
|
Oct 28, 2024 Q3 2024 |
11,003
shares
|
$2.47 Million
1.11% of portfolio
|
Q3 2024
Added 943.93%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
11,000
shares
|
$2.47 Million
2.1% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,996
shares
|
$2.47 Million
0.34% of portfolio
|
Q3 2024
Added 817.86%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,976
shares
|
$2.46 Million
0.23% of portfolio
|
Q3 2024
Added 1200.47%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
10,961
shares
|
$2.46 Million
0.91% of portfolio
|
Q3 2024
Added 310.22%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
10,960
shares
|
$2.46 Million
3.15% of portfolio
|
Q2 2024
Reduced 10.19%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
10,937
shares
|
$2.45 Million
0.16% of portfolio
|
Q3 2024
Added 1068.48%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
10,881
shares
|
$2.44 Million
0.1% of portfolio
|
Q3 2024
Added 826.83%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
10,870
shares
|
$2.44 Million
0.42% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,865
shares
|
$2.44 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
10,805
shares
|
$2.42 Million
0.07% of portfolio
|
Q3 2024
Added 1204.95%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
10,794
shares
|
$2.42 Million
0.24% of portfolio
|
Q3 2024
Added 928.98%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
10,764
shares
|
$2.41 Million
0.17% of portfolio
|
Q3 2024
Added 522.92%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
10,749
shares
|
$2.41 Million
0.16% of portfolio
|
Q3 2024
Added 933.56%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
10,748
shares
|
$2.41 Million
0.67% of portfolio
|
Q3 2024
Added 913.96%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
10,737
shares
|
$2.41 Million
0.18% of portfolio
|
Q3 2024
Added 807.61%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
10,720
shares
|
$2.4 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
10,719
shares
|
$2.4 Million
0.59% of portfolio
|
Q3 2024
Added 941.69%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
10,718
shares
|
$2.4 Million
0.21% of portfolio
|
Q3 2024
Added 599.15%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
10,693
shares
|
$2.4 Million
0.2% of portfolio
|
Q3 2024
Added 968.23%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
10,677
shares
|
$2.39 Million
0.21% of portfolio
|
Q3 2024
Added 866.24%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
10,661
shares
|
$2.39 Million
1.24% of portfolio
|
Q3 2024
Added 655.03%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
10,640
shares
|
$2.39 Million
0.13% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Oct 10, 2024 Q3 2024 |
10,622
shares
|
$2.38 Million
0.89% of portfolio
|
Q3 2024
Added 787.39%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
10,598
shares
|
$2.38 Million
0.76% of portfolio
|
Q3 2024
New holding
|