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 |
|---|---|---|---|---|---|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
9,300
shares
|
$2.09 Million
0.68% of portfolio
|
Q3 2024
Added 1296.4%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,284
shares
|
$2.08 Million
0.28% of portfolio
|
Q3 2024
Added 797.0%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
9,272
shares
|
$2.08 Million
1.58% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
9,260
shares
|
$2.08 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
9,234
shares
|
$2.07 Million
1.13% of portfolio
|
Q3 2024
Added 67.1%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
9,193
shares
|
$2.06 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
9,191
shares
|
$2.06 Million
0.45% of portfolio
|
Q3 2024
Added 940.88%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
9,165
shares
|
$2.06 Million
1.65% of portfolio
|
Q3 2024
Added 900.55%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
9,146
shares
|
$2.05 Million
1.37% of portfolio
|
Q4 2022
Reduced 1.67%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
9,144
shares
|
$2.05 Million
1.14% of portfolio
|
Q1 2023
Reduced 2.71%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
9,142
shares
|
$2.05 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
9,106
shares
|
$2.04 Million
0.26% of portfolio
|
N/A
|
|
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
Nov 14, 2024 Q3 2024 |
9,090
shares
|
$2.04 Million
0.34% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
9,087
shares
|
$2.04 Million
0.15% of portfolio
|
Q3 2024
Added 1129.63%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
9,077
shares
|
$2.04 Million
0.28% of portfolio
|
Q3 2024
Added 1050.44%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
9,068
shares
|
$2.03 Million
0.05% of portfolio
|
Q3 2024
Added 1115.55%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
9,066
shares
|
$2.03 Million
0.35% of portfolio
|
Q3 2024
Added 974.17%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
9,054
shares
|
$2.03 Million
0.1% of portfolio
|
Q3 2024
Added 509.29%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
9,050
shares
|
$2.03 Million
0.3% of portfolio
|
Q3 2024
Added 1072.28%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
9,016
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2024
Added 1678.3%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
9,015
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2024
Added 896.13%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
9,008
shares
|
$2.02 Million
0.21% of portfolio
|
Q3 2024
Added 1186.86%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
9,000
shares
|
$2.02 Million
0.64% of portfolio
|
Q3 2024
Added 915.8%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
8,999
shares
|
$2.02 Million
0.8% of portfolio
|
Q3 2024
Added 818.27%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
8,994
shares
|
$2.02 Million
0.63% of portfolio
|
Q3 2024
New holding
|