Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,735 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 $684 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,845
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2024
Added 990.49%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
5,844
shares
|
$1.31 Million
0.07% of portfolio
|
Q3 2024
Added 905.85%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,840
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2024
Added 858.95%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,839
shares
|
$1.31 Million
0.49% of portfolio
|
Q3 2024
Added 735.34%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
5,830
shares
|
$1.31 Million
0.55% of portfolio
|
Q3 2024
Added 868.44%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
5,821
shares
|
$1.31 Million
0.51% of portfolio
|
Q3 2024
Added 943.19%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
5,805
shares
|
$1.3 Million
0.3% of portfolio
|
Q4 2024
Added 46.11%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
5,800
shares
|
$1.3 Million
0.46% of portfolio
|
Q3 2024
Added 2800.0%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
5,798
shares
|
$1.3 Million
0.26% of portfolio
|
Q3 2024
Added 910.1%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
5,786
shares
|
$1.3 Million
0.65% of portfolio
|
Q3 2024
Added 904.51%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,782
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2024
Added 440.37%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
5,779
shares
|
$1.3 Million
0.51% of portfolio
|
Q3 2024
Added 694.91%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
5,778
shares
|
$1.3 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
5,774
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2024
Added 4519.2%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
5,770
shares
|
$1.29 Million
0.19% of portfolio
|
Q3 2024
Added 1056.31%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
5,752
shares
|
$1.29 Million
0.24% of portfolio
|
Q3 2024
Added 930.82%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
5,745
shares
|
$1.29 Million
0.15% of portfolio
|
Q3 2024
Added 807.58%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,738
shares
|
$1.29 Million
0.4% of portfolio
|
Q3 2023
Reduced 36.75%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
5,716
shares
|
$1.28 Million
0.64% of portfolio
|
Q3 2024
Added 901.05%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
5,713
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2024
Added 37.0%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,688
shares
|
$1.28 Million
0.17% of portfolio
|
Q1 2024
Reduced 12.14%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5,671
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2024
Added 3178.03%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
5,670
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2024
Added 912.5%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
5,654
shares
|
$1.27 Million
0.17% of portfolio
|
Q3 2024
Reduced 29.29%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
5,637
shares
|
$1.26 Million
0.2% of portfolio
|
Q3 2024
Added 614.45%
|