Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,824 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 $730 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waycross Partners, LLC
Louisville, KY |
Nov 08, 2024 Q3 2024 |
1,500
shares
|
$367,050
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
1,495
shares
|
$365,826
0.1% of portfolio
|
Q3 2024
Added 486.27%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
1,490
shares
|
$364,603
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,490
shares
|
$364,603
0.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
1,489
shares
|
$364,358
0.17% of portfolio
|
Q3 2024
Added 854.49%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
1,489
shares
|
$364,358
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,480
shares
|
$362,156
0.02% of portfolio
|
Q3 2024
Added 1021.21%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,480
shares
|
$362,156
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
1,477
shares
|
$361,421
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,476
shares
|
$361,177
0.02% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,476
shares
|
$361,177
0.21% of portfolio
|
Q4 2022
Added 358.39%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
1,476
shares
|
$361,177
0.03% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
1,467
shares
|
$358,974
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,461
shares
|
$357,506
0.12% of portfolio
|
Q3 2024
Added 730.11%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
1,460
shares
|
$357,262
0.16% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
1,454
shares
|
$355,793
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
1,450
shares
|
$354,815
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
1,450
shares
|
$354,815
0.06% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 21, 2025 Q4 2024 |
1,448
shares
|
$354,325
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
1,445
shares
|
$353,591
0.05% of portfolio
|
Q3 2024
Added 947.1%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,445
shares
|
$353,591
0.05% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
1,442
shares
|
$352,857
0.83% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
1,439
shares
|
$352,123
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
1,439
shares
|
$352,123
0.1% of portfolio
|
Q3 2024
Added 314.7%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,439
shares
|
$352,123
0.05% of portfolio
|
Q3 2024
New holding
|