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 |
|---|---|---|---|---|---|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
220
shares
|
$53,834
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
220
shares
|
$53,834
0.0% of portfolio
|
Q3 2024
Added 816.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
218
shares
|
$53,344
0.06% of portfolio
|
Q1 2023
Added 1.4%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
218
shares
|
$53,344
0.48% of portfolio
|
Q4 2023
Reduced 12.1%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
218
shares
|
$53,344
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
215
shares
|
$52,610
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
214
shares
|
$52,365
0.02% of portfolio
|
Q2 2023
Added 193.15%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
211
shares
|
$51,631
0.01% of portfolio
|
Q3 2024
Added 502.86%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
201
shares
|
$49,184
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
190
shares
|
$46,493
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Glynn Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
187
shares
|
$45,758
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
185
shares
|
$45,269
0.02% of portfolio
|
Q3 2024
Added 1323.08%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
180
shares
|
$44,046
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
172
shares
|
$42,088
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
170
shares
|
$41,599
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
169
shares
|
$41,354
0.01% of portfolio
|
Q3 2022
Reduced 15.92%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
168
shares
|
$41,109
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
168
shares
|
$41,109
0.02% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
166
shares
|
$40,620
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
150
shares
|
$36,705
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
150
shares
|
$36,705
0.01% of portfolio
|
Q4 2024
Reduced 93.86%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
146
shares
|
$35,726
0.05% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
143
shares
|
$34,992
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
140
shares
|
$34,258
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
135
shares
|
$33,034
0.01% of portfolio
|
Q3 2024
Added 864.29%
|