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 |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
4,061
shares
|
$939,552
0.05% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,059
shares
|
$939,090
0.22% of portfolio
|
Q4 2022
Added 2.32%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
4,057
shares
|
$938,627
0.18% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
4,053
shares
|
$937,702
0.3% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,045
shares
|
$935,851
0.04% of portfolio
|
Q3 2024
Added 958.9%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
4,043
shares
|
$935,388
0.18% of portfolio
|
Q3 2024
Added 1001.63%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
4,041
shares
|
$934,925
0.1% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,037
shares
|
$934,000
0.26% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
4,036
shares
|
$933,768
0.9% of portfolio
|
Q1 2024
Added 104.35%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
4,020
shares
|
$930,067
0.07% of portfolio
|
Q3 2024
Added 785.46%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,012
shares
|
$928,216
0.56% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
4,007
shares
|
$927,059
0.23% of portfolio
|
Q4 2024
Reduced 19.21%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
4,005
shares
|
$926,596
0.34% of portfolio
|
Q3 2024
Added 1102.7%
|
|
|
Lattice Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
4,000
shares
|
$925,440
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$925,440
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,985
shares
|
$921,969
0.16% of portfolio
|
Q4 2024
Reduced 12.61%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,977
shares
|
$920,118
0.01% of portfolio
|
Q4 2022
Added 2.39%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
3,977
shares
|
$920,118
0.28% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,976
shares
|
$919,887
0.1% of portfolio
|
Q3 2024
Added 898.99%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,947
shares
|
$913,177
0.45% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,931
shares
|
$909,476
0.34% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
3,926
shares
|
$908,319
0.18% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,923
shares
|
$907,625
0.18% of portfolio
|
Q3 2024
Added 998.88%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,921
shares
|
$907,162
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
3,918
shares
|
$906,468
0.47% of portfolio
|
Q4 2024
Reduced 28.03%
|