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 |
|---|---|---|---|---|---|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
582
shares
|
$142,415
0.29% of portfolio
|
Q2 2024
Added 6.99%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
580
shares
|
$141,926
0.06% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
570
shares
|
$139,479
0.19% of portfolio
|
Q2 2024
Added 3.64%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
564
shares
|
$138,010
0.03% of portfolio
|
Q3 2024
Added 824.59%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
560
shares
|
$137,032
0.04% of portfolio
|
Q3 2024
Added 882.46%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
549
shares
|
$134,340
0.27% of portfolio
|
Q1 2023
Added 0.73%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
530
shares
|
$129,691
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
530
shares
|
$129,691
0.06% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
529
shares
|
$129,446
0.1% of portfolio
|
Q2 2022
Reduced 7.03%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
529
shares
|
$129,446
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
527
shares
|
$128,956
0.01% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
526
shares
|
$128,712
0.07% of portfolio
|
Q3 2024
Added 3187.5%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
520
shares
|
$127,244
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
511
shares
|
$125,041
0.06% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
506
shares
|
$123,818
0.04% of portfolio
|
Q4 2024
Added 60.63%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
504
shares
|
$123,328
0.16% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
500
shares
|
$122,350
0.27% of portfolio
|
Q2 2022
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
500
shares
|
$122,350
0.03% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
500
shares
|
$122,350
0.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
499
shares
|
$122,105
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
497
shares
|
$121,615
0.02% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
495
shares
|
$121,126
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
490
shares
|
$119,903
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
485
shares
|
$118,679
0.09% of portfolio
|
Q3 2024
Added 910.42%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
479
shares
|
$117,211
0.16% of portfolio
|
Q4 2022
New holding
|