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 |
|---|---|---|---|---|---|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
7,992
shares
|
$1.79 Million
0.59% of portfolio
|
Q3 2024
Added 924.62%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
7,977
shares
|
$1.79 Million
1.23% of portfolio
|
Q3 2024
Added 879.98%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
7,965
shares
|
$1.79 Million
0.28% of portfolio
|
Q3 2024
Added 974.9%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
7,960
shares
|
$1.79 Million
1.11% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
7,960
shares
|
$1.79 Million
0.7% of portfolio
|
Q3 2024
Added 1192.21%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
7,958
shares
|
$1.79 Million
0.81% of portfolio
|
Q3 2024
Added 844.01%
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
7,950
shares
|
$1.78 Million
3.55% of portfolio
|
Q3 2024
Added 557.02%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
7,950
shares
|
$1.78 Million
0.67% of portfolio
|
Q3 2024
Added 829.82%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
7,932
shares
|
$1.78 Million
0.45% of portfolio
|
Q3 2024
Added 878.05%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
7,919
shares
|
$1.78 Million
0.48% of portfolio
|
Q3 2024
Added 657.07%
|
|
|
Madden Securities Corp
|
Oct 09, 2024 Q3 2024 |
7,913
shares
|
$1.77 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
7,860
shares
|
$1.76 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
7,839
shares
|
$1.76 Million
0.97% of portfolio
|
Q3 2024
Added 915.41%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
7,838
shares
|
$1.76 Million
0.69% of portfolio
|
Q3 2024
Added 901.02%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
7,819
shares
|
$1.75 Million
0.77% of portfolio
|
Q3 2024
Added 773.63%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
7,797
shares
|
$1.75 Million
0.47% of portfolio
|
Q3 2024
Added 909.97%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
7,774
shares
|
$1.74 Million
0.37% of portfolio
|
Q3 2024
Added 991.85%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
7,760
shares
|
$1.74 Million
0.95% of portfolio
|
Q3 2024
Added 938.82%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
7,747
shares
|
$1.74 Million
0.39% of portfolio
|
Q3 2024
Added 948.31%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
7,739
shares
|
$1.74 Million
0.24% of portfolio
|
Q3 2024
Added 1069.03%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
7,722
shares
|
$1.73 Million
0.22% of portfolio
|
Q3 2024
Added 1182.72%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,720
shares
|
$1.73 Million
0.32% of portfolio
|
Q3 2024
Added 1306.19%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,714
shares
|
$1.73 Million
0.32% of portfolio
|
Q3 2024
Added 641.73%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
7,704
shares
|
$1.73 Million
0.73% of portfolio
|
Q3 2024
Reduced 75.7%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
7,700
shares
|
$1.73 Million
0.76% of portfolio
|
Q3 2024
Added 1555.91%
|