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 |
|---|---|---|---|---|---|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
5,636
shares
|
$1.26 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
5,628
shares
|
$1.26 Million
0.38% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
5,620
shares
|
$1.26 Million
0.31% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,620
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 1487.57%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
5,604
shares
|
$1.26 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
5,602
shares
|
$1.26 Million
0.36% of portfolio
|
Q3 2024
Added 898.57%
|
|
|
Guild Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,600
shares
|
$1.26 Million
1.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
5,600
shares
|
$1.26 Million
0.56% of portfolio
|
Q3 2024
Added 849.15%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
5,588
shares
|
$1.25 Million
0.37% of portfolio
|
Q3 2024
Added 861.79%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
5,586
shares
|
$1.25 Million
0.41% of portfolio
|
Q3 2024
Added 957.95%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
5,578
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2024
Added 843.82%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,575
shares
|
$1.25 Million
0.48% of portfolio
|
Q4 2023
Added 1.57%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,569
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2024
Added 518.78%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
5,562
shares
|
$1.25 Million
0.48% of portfolio
|
Q3 2024
Added 939.63%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
5,548
shares
|
$1.24 Million
0.44% of portfolio
|
Q3 2024
Added 946.79%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,540
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
5,531
shares
|
$1.24 Million
0.26% of portfolio
|
Q3 2024
Added 3024.86%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
5,514
shares
|
$1.24 Million
0.71% of portfolio
|
Q3 2024
Added 26.58%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
5,509
shares
|
$1.24 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
5,494
shares
|
$1.23 Million
0.24% of portfolio
|
Q3 2024
Added 805.11%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
5,475
shares
|
$1.23 Million
0.43% of portfolio
|
Q3 2024
Added 406.94%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
5,470
shares
|
$1.23 Million
0.71% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
5,454
shares
|
$1.22 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
5,444
shares
|
$1.22 Million
0.48% of portfolio
|
Q3 2024
Added 1278.23%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
5,440
shares
|
$1.22 Million
0.22% of portfolio
|
Q2 2024
Added 1082.61%
|