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 |
|---|---|---|---|---|---|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
7,000
shares
|
$1.57 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
6,990
shares
|
$1.57 Million
0.16% of portfolio
|
Q3 2024
Added 3521.76%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
6,982
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2024
Added 957.88%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
6,977
shares
|
$1.57 Million
0.52% of portfolio
|
Q3 2024
Added 941.34%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
6,957
shares
|
$1.56 Million
0.22% of portfolio
|
Q3 2024
Added 992.15%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
6,952
shares
|
$1.56 Million
0.71% of portfolio
|
Q3 2024
Added 847.14%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
6,940
shares
|
$1.56 Million
0.46% of portfolio
|
Q3 2024
Added 1102.77%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,930
shares
|
$1.55 Million
0.24% of portfolio
|
Q3 2024
Added 910.2%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
6,928
shares
|
$1.55 Million
0.79% of portfolio
|
Q3 2024
Added 1028.34%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
6,918
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Added 846.37%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
6,916
shares
|
$1.55 Million
0.98% of portfolio
|
Q3 2024
Added 879.6%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
6,899
shares
|
$1.55 Million
0.8% of portfolio
|
Q3 2024
Added 882.76%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
6,876
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2024
Added 880.88%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,860
shares
|
$1.54 Million
0.14% of portfolio
|
Q3 2024
Added 947.33%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
6,843
shares
|
$1.53 Million
0.87% of portfolio
|
Q3 2024
Added 1236.52%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
6,813
shares
|
$1.53 Million
0.2% of portfolio
|
Q3 2024
Added 120.84%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
6,810
shares
|
$1.53 Million
0.12% of portfolio
|
Q3 2024
Added 905.91%
|
|
|
Connective Portfolio Management, LLC
|
Oct 08, 2024 Q3 2024 |
6,800
shares
|
$1.53 Million
1.37% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Polianta LTD
|
Oct 11, 2024 Q3 2024 |
6,800
shares
|
$1.53 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
6,797
shares
|
$1.52 Million
0.33% of portfolio
|
Q3 2024
Added 1073.92%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
6,785
shares
|
$1.52 Million
0.88% of portfolio
|
Q3 2024
Added 369.23%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
6,783
shares
|
$1.52 Million
0.15% of portfolio
|
Q3 2024
Added 924.62%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
6,780
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2024
Added 1026.25%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
6,780
shares
|
$1.52 Million
0.25% of portfolio
|
Q3 2024
Added 845.61%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
6,776
shares
|
$1.52 Million
0.39% of portfolio
|
Q3 2024
Added 952.17%
|