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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
4,594
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2024
Added 1031.53%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
4,591
shares
|
$1.05 Million
0.16% of portfolio
|
Q3 2024
Added 816.37%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
4,589
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
4,581
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Added 1565.82%
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
4,570
shares
|
$1.05 Million
0.5% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
4,570
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Added 2572.51%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
4,564
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Added 1153.85%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
4,560
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Added 801.19%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
4,555
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
4,550
shares
|
$1.04 Million
0.31% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,550
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
4,527
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,525
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2022
Added 137.28%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
4,522
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2024
Added 1152.63%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
4,504
shares
|
$1.03 Million
0.68% of portfolio
|
Q3 2024
Added 900.89%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,503
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 962.03%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,500
shares
|
$1.03 Million
0.22% of portfolio
|
Q3 2024
Added 2359.02%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
4,496
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Added 868.97%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Oct 17, 2024 Q3 2024 |
4,493
shares
|
$1.03 Million
0.66% of portfolio
|
Q3 2024
Added 896.23%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,487
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 915.16%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
4,477
shares
|
$1.03 Million
0.54% of portfolio
|
Q3 2024
Added 3453.17%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,470
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
Added 810.39%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,468
shares
|
$1.02 Million
0.16% of portfolio
|
Q4 2022
Added 109.47%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
4,460
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Added 2954.79%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
4,453
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Added 945.31%
|