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 |
|---|---|---|---|---|---|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
10,583
shares
|
$2.37 Million
1.12% of portfolio
|
Q3 2024
Added 839.88%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
10,570
shares
|
$2.37 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
10,552
shares
|
$2.37 Million
0.27% of portfolio
|
Q3 2024
Added 850.63%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
10,551
shares
|
$2.37 Million
1.94% of portfolio
|
Q3 2024
Added 900.09%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,528
shares
|
$2.36 Million
0.16% of portfolio
|
Q3 2024
Added 419.13%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
10,515
shares
|
$2.36 Million
0.15% of portfolio
|
Q3 2024
Added 3641.99%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
10,507
shares
|
$2.36 Million
0.7% of portfolio
|
Q2 2024
Reduced 25.94%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
10,503
shares
|
$2.36 Million
0.96% of portfolio
|
Q3 2024
Added 1115.63%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
10,440
shares
|
$2.34 Million
0.12% of portfolio
|
Q3 2024
Added 919.53%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
10,428
shares
|
$2.34 Million
0.52% of portfolio
|
Q3 2024
Added 981.74%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
10,428
shares
|
$2.34 Million
0.83% of portfolio
|
Q3 2024
Added 1044.68%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
10,420
shares
|
$2.34 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Rwq Financial Management Services, Inc.
|
Oct 29, 2024 Q3 2024 |
10,403
shares
|
$2.33 Million
0.62% of portfolio
|
Q3 2024
Added 2462.32%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
10,393
shares
|
$2.33 Million
1.31% of portfolio
|
Q3 2024
Added 851.74%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
10,382
shares
|
$2.33 Million
0.17% of portfolio
|
Q3 2024
Added 894.44%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
10,358
shares
|
$2.32 Million
1.18% of portfolio
|
Q3 2024
Added 891.2%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
10,340
shares
|
$2.32 Million
0.86% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
10,331
shares
|
$2.32 Million
1.03% of portfolio
|
Q4 2023
Reduced 56.85%
|
|
|
Green Alpha Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
10,328
shares
|
$2.32 Million
1.44% of portfolio
|
Q3 2024
Added 809.15%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,326
shares
|
$2.32 Million
0.08% of portfolio
|
Q3 2024
Added 926.44%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
10,312
shares
|
$2.31 Million
0.79% of portfolio
|
Q3 2024
Added 883.97%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
10,300
shares
|
$2.31 Million
1.95% of portfolio
|
Q3 2024
Added 842.36%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
10,277
shares
|
$2.31 Million
0.25% of portfolio
|
Q3 2024
Added 915.51%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
10,267
shares
|
$2.3 Million
0.67% of portfolio
|
Q3 2024
Added 866.76%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
10,251
shares
|
$2.3 Million
0.76% of portfolio
|
Q3 2024
Added 789.84%
|