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 |
|---|---|---|---|---|---|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,911
shares
|
$654,596
0.12% of portfolio
|
Q3 2024
Added 896.92%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
2,909
shares
|
$654,146
0.26% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
2,900
shares
|
$652,123
0.03% of portfolio
|
Q3 2024
Added 921.13%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,891
shares
|
$650,099
0.12% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
2,890
shares
|
$649,874
0.13% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
2,890
shares
|
$649,874
0.12% of portfolio
|
Q3 2024
Added 932.14%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
2,886
shares
|
$648,974
0.61% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
2,883
shares
|
$648,300
0.29% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
2,882
shares
|
$648,075
0.09% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
2,873
shares
|
$646,051
0.39% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
2,872
shares
|
$645,826
0.89% of portfolio
|
Q3 2022
Added 9.49%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
2,868
shares
|
$644,927
0.02% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,867
shares
|
$644,702
0.01% of portfolio
|
Q3 2024
Reduced 20.91%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
2,854
shares
|
$641,778
0.15% of portfolio
|
Q3 2024
Added 1968.12%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,853
shares
|
$641,554
0.05% of portfolio
|
Q3 2024
Added 984.79%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
2,848
shares
|
$640,429
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
2,847
shares
|
$640,204
0.23% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
2,843
shares
|
$639,305
0.08% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
2,841
shares
|
$638,855
0.25% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
2,840
shares
|
$638,630
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
2,835
shares
|
$637,506
0.4% of portfolio
|
Q4 2024
Added 21.57%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
2,835
shares
|
$637,506
0.55% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
2,831
shares
|
$636,606
0.01% of portfolio
|
Q4 2024
Added 26.21%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
2,831
shares
|
$636,606
0.48% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
2,827
shares
|
$635,707
0.16% of portfolio
|
Q4 2024
New holding
|