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 |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
4,448
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 871.18%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,442
shares
|
$1.02 Million
0.26% of portfolio
|
Q2 2022
Reduced 1.6%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
4,439
shares
|
$1.02 Million
0.6% of portfolio
|
Q3 2024
Added 1096.5%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
4,425
shares
|
$1.01 Million
0.45% of portfolio
|
Q3 2024
Added 1621.79%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,408
shares
|
$1.01 Million
0.64% of portfolio
|
Q3 2024
Added 899.55%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
4,405
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2024
Added 936.47%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
4,402
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2024
Added 1014.43%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
4,374
shares
|
$1 Million
0.46% of portfolio
|
Q3 2024
Added 903.21%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
4,370
shares
|
$1 Million
0.39% of portfolio
|
Q3 2024
Added 981.68%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
4,365
shares
|
$1 Million
0.14% of portfolio
|
Q2 2024
Added 22.68%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
4,361
shares
|
$999,672
0.49% of portfolio
|
Q3 2024
Added 43510.0%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
4,354
shares
|
$998,067
0.25% of portfolio
|
Q3 2024
Added 924.47%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
4,346
shares
|
$996,233
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
4,320
shares
|
$990,273
0.28% of portfolio
|
Q3 2024
Added 792.56%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
4,320
shares
|
$990,273
0.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
4,312
shares
|
$988,439
0.04% of portfolio
|
Q3 2024
Added 1104.47%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
4,305
shares
|
$986,835
0.29% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Caldwell Investment Management Ltd.
|
Nov 07, 2024 Q3 2024 |
4,300
shares
|
$985,689
0.56% of portfolio
|
Q3 2024
Added 168.75%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,287
shares
|
$982,709
0.21% of portfolio
|
Q4 2022
Added 0.85%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,277
shares
|
$980,416
0.13% of portfolio
|
Q3 2024
Added 1564.2%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
4,270
shares
|
$978,812
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
4,260
shares
|
$976,519
0.51% of portfolio
|
Q3 2024
Added 904.72%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,246
shares
|
$973,310
0.13% of portfolio
|
Q3 2024
Added 1130.72%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,245
shares
|
$973,081
0.57% of portfolio
|
Q3 2024
Added 898.82%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
4,240
shares
|
$971,935
0.06% of portfolio
|
Q3 2024
Added 863.64%
|