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 |
|---|---|---|---|---|---|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
3,140
shares
|
$726,470
0.4% of portfolio
|
Q3 2024
Added 890.54%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
3,132
shares
|
$724,619
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,120
shares
|
$721,843
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
3,119
shares
|
$721,611
0.16% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
3,118
shares
|
$721,380
0.15% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,111
shares
|
$719,760
0.81% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
3,110
shares
|
$719,529
0.23% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
3,100
shares
|
$717,216
0.48% of portfolio
|
Q3 2024
Added 884.13%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
3,099
shares
|
$716,984
0.17% of portfolio
|
Q4 2024
Reduced 14.58%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
3,082
shares
|
$713,051
0.2% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,075
shares
|
$711,432
0.08% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
3,073
shares
|
$710,969
0.02% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
3,064
shares
|
$708,887
0.05% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
3,055
shares
|
$706,804
0.21% of portfolio
|
Q3 2024
Added 1167.63%
|
|
|
Hudson Value Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,050
shares
|
$705,648
0.28% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
3,045
shares
|
$704,491
1.34% of portfolio
|
Q1 2024
Reduced 7.31%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
3,042
shares
|
$703,797
0.22% of portfolio
|
Q3 2024
Added 998.19%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
3,042
shares
|
$703,797
0.09% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
3,039
shares
|
$703,103
0.05% of portfolio
|
Q3 2024
Added 2219.85%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
3,029
shares
|
$700,789
0.39% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
3,027
shares
|
$700,326
0.18% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
3,024
shares
|
$699,632
0.06% of portfolio
|
Q3 2024
Added 928.57%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jan 21, 2025 Q4 2024 |
3,017
shares
|
$698,013
0.56% of portfolio
|
Q4 2024
Added 147.7%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
3,010
shares
|
$696,393
0.19% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
3,010
shares
|
$696,393
0.36% of portfolio
|
Q4 2024
Added 11.07%
|