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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
4,365
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2024
Added 22.68%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
4,361
shares
|
$1.01 Million
0.49% of portfolio
|
Q3 2024
Added 43510.0%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
4,348
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,336
shares
|
$1 Million
0.4% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
4,326
shares
|
$1 Million
0.39% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
4,324
shares
|
$1 Million
0.28% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
4,320
shares
|
$999,475
0.37% of portfolio
|
Q3 2024
Added 792.56%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
4,320
shares
|
$999,475
0.07% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
4,314
shares
|
$998,087
0.14% of portfolio
|
Q4 2024
Reduced 50.32%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
4,304
shares
|
$995,773
0.21% of portfolio
|
Q4 2024
Added 99.81%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,287
shares
|
$991,840
0.21% of portfolio
|
Q4 2022
Added 0.85%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
4,270
shares
|
$987,907
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
4,261
shares
|
$985,824
0.66% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
4,257
shares
|
$984,899
0.16% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
4,254
shares
|
$984,205
0.32% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
4,240
shares
|
$980,966
0.06% of portfolio
|
Q3 2024
Added 863.64%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,234
shares
|
$979,578
0.09% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,234
shares
|
$979,578
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
4,227
shares
|
$977,958
0.11% of portfolio
|
Q3 2024
Added 981.07%
|
|
|
One Plus One Wealth Management, LLC
|
Jan 29, 2025 Q4 2024 |
4,222
shares
|
$976,801
0.57% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
4,215
shares
|
$975,182
0.74% of portfolio
|
Q4 2024
Reduced 58.8%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
4,209
shares
|
$973,794
0.76% of portfolio
|
Q1 2024
New holding
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
4,200
shares
|
$971,712
0.23% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
4,195
shares
|
$970,555
0.47% of portfolio
|
Q4 2024
Added 5.4%
|