Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,952 institutions that hold shares in the stock, with a total of 3.01 Billion shares, which have been reported (via 13F filing form) to have a value of $696 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
4,509
shares
|
$1.04 Million
0.69% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
4,504
shares
|
$1.04 Million
0.68% of portfolio
|
Q3 2024
Added 900.89%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,503
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Added 962.03%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
4,501
shares
|
$1.04 Million
0.57% of portfolio
|
Q4 2024
Added 14.09%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
4,500
shares
|
$1.04 Million
0.29% of portfolio
|
Q3 2024
Added 2359.02%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
4,496
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2024
Added 868.97%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,487
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Added 915.16%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
4,469
shares
|
$1.03 Million
0.53% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,468
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2022
Added 109.47%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
4,463
shares
|
$1.03 Million
0.82% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
4,461
shares
|
$1.03 Million
0.92% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
4,460
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Added 2954.79%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
4,453
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Added 945.31%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,450
shares
|
$1.03 Million
0.18% of portfolio
|
Q4 2024
Added 22.83%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
4,443
shares
|
$1.03 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,442
shares
|
$1.03 Million
0.26% of portfolio
|
Q2 2022
Reduced 1.6%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
4,427
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
4,425
shares
|
$1.02 Million
0.45% of portfolio
|
Q3 2024
Added 1621.79%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
4,420
shares
|
$1.02 Million
0.67% of portfolio
|
Q4 2024
Added 30.65%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
4,405
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2024
Added 936.47%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
4,402
shares
|
$1.02 Million
0.35% of portfolio
|
Q3 2024
Added 1014.43%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
4,401
shares
|
$1.02 Million
0.43% of portfolio
|
Q4 2024
Added 15.33%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
4,381
shares
|
$1.01 Million
0.33% of portfolio
|
Q4 2024
Added 36.82%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
4,374
shares
|
$1.01 Million
0.46% of portfolio
|
Q3 2024
Added 903.21%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,371
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2024
Added 9.85%
|