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 |
|---|---|---|---|---|---|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
4,227
shares
|
$968,955
0.11% of portfolio
|
Q3 2024
Added 981.07%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
4,211
shares
|
$965,287
0.04% of portfolio
|
Q3 2024
Added 914.7%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,209
shares
|
$964,829
0.76% of portfolio
|
Q1 2024
New holding
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
4,200
shares
|
$962,766
0.17% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,190
shares
|
$960,473
0.26% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sandler Capital Management
New York, NY |
Nov 14, 2024 Q3 2024 |
4,190
shares
|
$960,473
0.1% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
4,180
shares
|
$958,181
0.15% of portfolio
|
Q3 2024
Added 963.61%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Oct 11, 2024 Q3 2024 |
4,172
shares
|
$956,347
0.14% of portfolio
|
Q3 2024
Added 856.88%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
4,171
shares
|
$956,118
0.09% of portfolio
|
Q3 2024
Added 854.46%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
4,170
shares
|
$955,889
0.19% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
4,155
shares
|
$952,450
0.27% of portfolio
|
Q3 2024
Added 910.95%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
4,150
shares
|
$951,304
0.34% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
4,147
shares
|
$950,616
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
4,139
shares
|
$948,782
0.07% of portfolio
|
Q3 2024
Added 945.2%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,137
shares
|
$948,324
0.42% of portfolio
|
Q3 2024
Added 866.59%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
4,130
shares
|
$946,719
0.1% of portfolio
|
Q3 2024
Added 261.96%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
4,120
shares
|
$944,427
0.13% of portfolio
|
Q3 2024
Added 924.88%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
4,110
shares
|
$942,135
0.08% of portfolio
|
Q3 2024
Added 924.94%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
4,108
shares
|
$941,676
0.14% of portfolio
|
Q3 2024
Added 2316.47%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
4,100
shares
|
$939,843
0.19% of portfolio
|
Q3 2024
Added 376.19%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
4,097
shares
|
$939,155
0.05% of portfolio
|
Q3 2024
Added 833.26%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,092
shares
|
$938,009
0.29% of portfolio
|
Q3 2023
Added 4.04%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
4,088
shares
|
$937,092
0.09% of portfolio
|
Q3 2024
Added 1165.63%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,087
shares
|
$936,863
0.25% of portfolio
|
Q3 2024
Added 1161.42%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,084
shares
|
$936,175
0.21% of portfolio
|
Q3 2024
Added 955.3%
|