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 |
|---|---|---|---|---|---|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
3,917
shares
|
$906,237
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
3,916
shares
|
$906,005
0.59% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
3,906
shares
|
$903,692
0.46% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
3,905
shares
|
$903,460
0.54% of portfolio
|
Q3 2024
Added 585.09%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
3,880
shares
|
$897,676
0.18% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
3,866
shares
|
$894,437
0.4% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
3,861
shares
|
$893,280
0.18% of portfolio
|
Q3 2024
Added 712.84%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
3,860
shares
|
$893,049
0.15% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
3,857
shares
|
$892,355
0.08% of portfolio
|
Q3 2024
Added 326.19%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
3,835
shares
|
$887,265
0.1% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
3,835
shares
|
$887,265
0.06% of portfolio
|
Q3 2024
Added 165.95%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
3,830
shares
|
$886,108
0.66% of portfolio
|
Q4 2024
Added 33.03%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
3,820
shares
|
$883,795
0.62% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
3,814
shares
|
$882,407
1.19% of portfolio
|
Q1 2024
New holding
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 29, 2024 Q3 2024 |
3,800
shares
|
$879,168
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3,800
shares
|
$879,168
0.46% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
3,798
shares
|
$878,705
2.87% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
3,797
shares
|
$878,473
0.66% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
3,796
shares
|
$878,242
0.54% of portfolio
|
Q4 2024
Reduced 55.89%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
3,782
shares
|
$875,003
0.02% of portfolio
|
Q3 2024
Added 1683.96%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
3,776
shares
|
$873,615
0.88% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,775
shares
|
$873,384
0.33% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Tejara Capital LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
3,769
shares
|
$871,995
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
3,763
shares
|
$870,607
0.15% of portfolio
|
Q3 2024
Added 957.02%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,760
shares
|
$869,913
0.33% of portfolio
|
Q4 2024
Added 6.64%
|