Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,739 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 $669 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
76
shares
|
$17,047
0.03% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
75
shares
|
$16,823
0.01% of portfolio
|
Q3 2024
Added 971.43%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
70
shares
|
$15,701
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
70
shares
|
$15,701
0.13% of portfolio
|
Q2 2023
Added 7.69%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
70
shares
|
$15,701
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
70
shares
|
$15,701
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
70
shares
|
$15,701
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
70
shares
|
$15,701
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
67
shares
|
$15,028
0.01% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
60
shares
|
$13,458
0.01% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
60
shares
|
$13,458
0.0% of portfolio
|
Q3 2024
Added 1400.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
60
shares
|
$13,458
0.01% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
60
shares
|
$13,458
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
60
shares
|
$13,458
0.0% of portfolio
|
Q3 2024
Added 2900.0%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
58
shares
|
$13,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
56
shares
|
$12,561
0.0% of portfolio
|
Q2 2024
Added 19900.0%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
50
shares
|
$11,215
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$11,215
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
50
shares
|
$11,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
50
shares
|
$11,215
0.01% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
43
shares
|
$9,645
0.02% of portfolio
|
Q3 2024
Added 207.14%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$8,972
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
40
shares
|
$8,972
0.01% of portfolio
|
Q3 2024
Added 29.03%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
37
shares
|
$8,299
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
35
shares
|
$7,850
0.0% of portfolio
|
Q2 2018
New holding
|