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 |
|---|---|---|---|---|---|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
5,440
shares
|
$1.25 Million
0.2% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,437
shares
|
$1.25 Million
0.28% of portfolio
|
Q3 2024
Added 890.35%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,429
shares
|
$1.24 Million
0.19% of portfolio
|
Q2 2022
Added 19.58%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,427
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
5,425
shares
|
$1.24 Million
0.33% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
5,420
shares
|
$1.24 Million
0.23% of portfolio
|
Q3 2024
Added 857.6%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
5,403
shares
|
$1.24 Million
0.44% of portfolio
|
Q3 2024
Added 911.8%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
5,369
shares
|
$1.23 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,356
shares
|
$1.23 Million
0.53% of portfolio
|
Q3 2024
Added 886.37%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
5,347
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2024
Added 980.2%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
5,345
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 1344.59%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
5,343
shares
|
$1.22 Million
0.71% of portfolio
|
Q3 2024
Added 891.28%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
5,334
shares
|
$1.22 Million
0.31% of portfolio
|
Q3 2024
Added 2050.81%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
5,321
shares
|
$1.22 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,303
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 616.62%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
5,295
shares
|
$1.21 Million
0.25% of portfolio
|
Q3 2024
Added 1223.75%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
5,291
shares
|
$1.21 Million
0.69% of portfolio
|
Q3 2024
Added 913.6%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
5,291
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2024
Added 1032.98%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
5,290
shares
|
$1.21 Million
0.44% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
5,287
shares
|
$1.21 Million
0.27% of portfolio
|
Q3 2024
Added 873.66%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
5,270
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2024
Added 1207.69%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
5,266
shares
|
$1.21 Million
0.21% of portfolio
|
Q3 2024
Added 876.99%
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
5,258
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2024
Added 973.06%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
5,257
shares
|
$1.21 Million
0.5% of portfolio
|
Q3 2024
Added 924.76%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
5,250
shares
|
$1.2 Million
0.14% of portfolio
|
Q3 2024
Added 900.0%
|