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 |
|---|---|---|---|---|---|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
7,648
shares
|
$1.72 Million
0.21% of portfolio
|
Q3 2024
Added 1961.46%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
7,644
shares
|
$1.71 Million
0.08% of portfolio
|
Q3 2024
Added 693.77%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
7,623
shares
|
$1.71 Million
0.95% of portfolio
|
Q3 2024
Added 798.94%
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
7,615
shares
|
$1.71 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
7,610
shares
|
$1.71 Million
0.87% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
7,604
shares
|
$1.71 Million
0.7% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
7,571
shares
|
$1.7 Million
1.15% of portfolio
|
Q2 2024
Added 112.13%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
7,542
shares
|
$1.69 Million
0.51% of portfolio
|
Q3 2024
Added 1312.36%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
7,540
shares
|
$1.69 Million
0.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
7,535
shares
|
$1.69 Million
0.27% of portfolio
|
Q3 2024
Added 1109.47%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
7,520
shares
|
$1.69 Million
0.36% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
7,520
shares
|
$1.69 Million
0.38% of portfolio
|
Q3 2024
Added 912.11%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,507
shares
|
$1.68 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
7,467
shares
|
$1.67 Million
0.49% of portfolio
|
Q3 2024
Added 985.32%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
7,454
shares
|
$1.67 Million
1.64% of portfolio
|
Q4 2024
Added 1238.24%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
7,449
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2024
Added 693.29%
|
|
|
Jpb Foundation
New York, NY |
Nov 14, 2024 Q3 2024 |
7,440
shares
|
$1.67 Million
0.14% of portfolio
|
Q3 2024
Added 307.89%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
7,438
shares
|
$1.67 Million
0.66% of portfolio
|
Q3 2024
Added 1300.75%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
7,431
shares
|
$1.67 Million
0.1% of portfolio
|
Q3 2024
Added 784.64%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
7,430
shares
|
$1.67 Million
0.25% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,414
shares
|
$1.66 Million
0.7% of portfolio
|
Q3 2023
Reduced 16.99%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
7,352
shares
|
$1.65 Million
0.45% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
7,350
shares
|
$1.65 Million
0.77% of portfolio
|
Q3 2024
Added 647.71%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
7,350
shares
|
$1.65 Million
0.12% of portfolio
|
Q3 2024
Added 993.75%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
7,348
shares
|
$1.65 Million
0.79% of portfolio
|
Q4 2024
Added 106.69%
|