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 |
|---|---|---|---|---|---|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,387
shares
|
$339,398
0.11% of portfolio
|
Q3 2022
Added 2.06%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
1,385
shares
|
$338,909
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
1,384
shares
|
$338,664
0.31% of portfolio
|
Q4 2023
Added 8.04%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
1,380
shares
|
$337,686
0.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
1,380
shares
|
$337,686
0.05% of portfolio
|
Q3 2024
Added 995.24%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
1,379
shares
|
$337,441
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
1,378
shares
|
$337,196
0.16% of portfolio
|
Q3 2024
Added 850.34%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
1,374
shares
|
$336,217
0.25% of portfolio
|
Q1 2023
Added 1.03%
|
|
|
Center Star Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
1,372
shares
|
$335,728
0.37% of portfolio
|
Q3 2024
Added 363.51%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
1,370
shares
|
$335,239
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
1,368
shares
|
$334,749
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2025 Q4 2024 |
1,368
shares
|
$334,749
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
1,367
shares
|
$334,504
0.17% of portfolio
|
Q3 2024
Added 905.15%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
1,365
shares
|
$334,015
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,361
shares
|
$333,036
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,360
shares
|
$332,792
0.06% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
1,360
shares
|
$332,792
0.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
1,356
shares
|
$331,813
0.06% of portfolio
|
Q3 2024
Added 2847.83%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
1,354
shares
|
$331,323
0.02% of portfolio
|
Q3 2024
Added 867.14%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
1,353
shares
|
$331,079
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,350
shares
|
$330,345
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
1,346
shares
|
$329,366
0.16% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
1,342
shares
|
$328,387
0.16% of portfolio
|
Q3 2024
Added 629.35%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
1,336
shares
|
$326,919
0.03% of portfolio
|
Q3 2024
Added 897.01%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
1,333
shares
|
$326,185
0.06% of portfolio
|
Q3 2024
New holding
|