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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,769
shares
|
$1.52 Million
0.77% of portfolio
|
Q3 2024
Added 1790.78%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
6,769
shares
|
$1.52 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
6,763
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Added 938.86%
|
|
|
Cambridge Financial Group, Inc.
Columbus, OH |
Aug 12, 2024 Q2 2024 |
6,747
shares
|
$1.51 Million
4.87% of portfolio
|
Q2 2024
Reduced 8.66%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
6,735
shares
|
$1.51 Million
0.22% of portfolio
|
Q3 2024
Added 949.07%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
6,730
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2024
Added 945.03%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
6,728
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2024
Added 889.41%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,710
shares
|
$1.51 Million
0.36% of portfolio
|
Q3 2024
Added 906.0%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
6,686
shares
|
$1.5 Million
0.76% of portfolio
|
Q3 2024
Added 896.42%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
6,682
shares
|
$1.5 Million
0.52% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
6,647
shares
|
$1.49 Million
0.8% of portfolio
|
Q4 2023
Reduced 15.12%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
6,642
shares
|
$1.49 Million
1.05% of portfolio
|
Q3 2024
Added 926.58%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,631
shares
|
$1.49 Million
0.37% of portfolio
|
Q3 2024
Added 1153.5%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
6,630
shares
|
$1.49 Million
0.93% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
6,627
shares
|
$1.49 Million
0.28% of portfolio
|
Q3 2024
Added 1089.77%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
6,599
shares
|
$1.48 Million
0.61% of portfolio
|
Q3 2024
Added 983.58%
|
|
|
Kadensa Capital LTD
Central, K3 |
Nov 14, 2024 Q3 2024 |
6,590
shares
|
$1.48 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
6,588
shares
|
$1.48 Million
0.56% of portfolio
|
Q3 2024
Added 890.68%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
6,572
shares
|
$1.47 Million
0.65% of portfolio
|
Q3 2024
Added 903.36%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
6,548
shares
|
$1.47 Million
0.42% of portfolio
|
Q3 2024
Added 1112.59%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
6,548
shares
|
$1.47 Million
0.49% of portfolio
|
Q3 2024
Added 944.34%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
6,540
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2024
Added 920.28%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
6,521
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2024
Added 967.27%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
6,520
shares
|
$1.46 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,518
shares
|
$1.46 Million
0.13% of portfolio
|
Q3 2024
Added 980.93%
|