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 |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
8,257
shares
|
$1.85 Million
0.2% of portfolio
|
Q3 2024
Added 844.74%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
8,243
shares
|
$1.85 Million
0.6% of portfolio
|
Q3 2024
Added 936.86%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
8,234
shares
|
$1.85 Million
0.38% of portfolio
|
Q3 2024
Added 910.31%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
8,189
shares
|
$1.84 Million
0.35% of portfolio
|
Q3 2024
Added 908.5%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,188
shares
|
$1.84 Million
0.76% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
8,170
shares
|
$1.83 Million
0.85% of portfolio
|
Q3 2024
Added 1123.05%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,155
shares
|
$1.83 Million
0.7% of portfolio
|
Q3 2024
Added 899.39%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
8,150
shares
|
$1.83 Million
0.52% of portfolio
|
Q3 2024
Added 702.96%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,146
shares
|
$1.83 Million
0.82% of portfolio
|
Q3 2024
Added 897.06%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
8,145
shares
|
$1.83 Million
0.14% of portfolio
|
Q3 2024
Added 942.89%
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Nov 15, 2024 Q3 2024 |
8,131
shares
|
$1.82 Million
0.67% of portfolio
|
Q3 2024
Added 480.79%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,091
shares
|
$1.81 Million
0.39% of portfolio
|
Q3 2024
Added 84.64%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
8,081
shares
|
$1.81 Million
0.09% of portfolio
|
Q3 2024
Added 1421.85%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
8,079
shares
|
$1.81 Million
0.1% of portfolio
|
Q3 2024
Added 1317.37%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
8,068
shares
|
$1.81 Million
0.27% of portfolio
|
Q3 2024
Added 1039.55%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
8,065
shares
|
$1.81 Million
0.39% of portfolio
|
Q3 2024
Added 780.46%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,061
shares
|
$1.81 Million
0.67% of portfolio
|
Q3 2024
Added 973.37%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
8,057
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2024
Added 1306.11%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
8,045
shares
|
$1.8 Million
0.59% of portfolio
|
Q3 2024
Added 1376.15%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
8,042
shares
|
$1.8 Million
0.55% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
8,031
shares
|
$1.8 Million
0.86% of portfolio
|
Q3 2024
Added 1360.18%
|
|
|
Sara Bay Financial
|
Oct 07, 2024 Q3 2024 |
8,028
shares
|
$1.8 Million
0.5% of portfolio
|
Q3 2024
Added 914.92%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
8,012
shares
|
$1.8 Million
0.34% of portfolio
|
Q3 2024
Added 850.42%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
8,000
shares
|
$1.79 Million
1.1% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Osher Van De Voorde Investment Management
|
Oct 08, 2024 Q3 2024 |
8,000
shares
|
$1.79 Million
0.3% of portfolio
|
Q3 2024
Added 900.0%
|