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 |
|---|---|---|---|---|---|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6,500
shares
|
$1.46 Million
0.18% of portfolio
|
Q3 2024
Added 887.84%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
6,499
shares
|
$1.46 Million
0.21% of portfolio
|
Q3 2024
Added 1077.36%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,479
shares
|
$1.45 Million
0.48% of portfolio
|
Q3 2024
Added 1024.83%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
6,477
shares
|
$1.45 Million
0.11% of portfolio
|
Q3 2024
Added 317.06%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
6,466
shares
|
$1.45 Million
0.42% of portfolio
|
Q3 2024
Added 899.38%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,465
shares
|
$1.45 Million
0.2% of portfolio
|
Q3 2024
Added 563.76%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
6,453
shares
|
$1.45 Million
0.29% of portfolio
|
Q3 2024
Added 991.88%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
6,444
shares
|
$1.45 Million
0.36% of portfolio
|
Q3 2024
Added 138.67%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
6,436
shares
|
$1.44 Million
0.73% of portfolio
|
Q3 2024
Added 998.29%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,415
shares
|
$1.44 Million
0.36% of portfolio
|
Q3 2024
Added 913.43%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
6,405
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Added 56.07%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
6,397
shares
|
$1.43 Million
1.07% of portfolio
|
Q3 2024
Added 896.42%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
6,380
shares
|
$1.43 Million
0.1% of portfolio
|
Q3 2024
Added 1251.69%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,371
shares
|
$1.43 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,370
shares
|
$1.43 Million
0.9% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
6,363
shares
|
$1.43 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
6,359
shares
|
$1.43 Million
0.33% of portfolio
|
Q3 2024
Added 795.63%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
6,357
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2024
Added 813.36%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,354
shares
|
$1.43 Million
0.37% of portfolio
|
Q3 2024
Added 1453.55%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
6,341
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2024
Added 486.04%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
6,337
shares
|
$1.42 Million
0.43% of portfolio
|
Q3 2024
Added 956.17%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,325
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2024
Added 644.99%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
6,300
shares
|
$1.41 Million
0.27% of portfolio
|
Q3 2024
Added 1490.91%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
6,292
shares
|
$1.41 Million
0.32% of portfolio
|
Q3 2024
Added 908.33%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,272
shares
|
$1.41 Million
0.83% of portfolio
|
Q3 2024
Added 947.08%
|