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 |
|---|---|---|---|---|---|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,825
shares
|
$635,257
0.71% of portfolio
|
Q4 2022
Added 196.43%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
2,823
shares
|
$634,808
0.53% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,822
shares
|
$634,583
0.09% of portfolio
|
Q1 2024
Added 8.41%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,820
shares
|
$634,133
0.11% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
2,820
shares
|
$634,133
0.02% of portfolio
|
Q2 2022
Added 0.64%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
2,813
shares
|
$632,559
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,810
shares
|
$631,884
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
2,800
shares
|
$629,636
0.49% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
2,800
shares
|
$629,636
0.11% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
2,797
shares
|
$628,961
0.54% of portfolio
|
Q3 2024
Added 902.51%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,794
shares
|
$628,286
0.13% of portfolio
|
Q4 2024
Reduced 89.44%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,784
shares
|
$626,038
0.15% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
2,778
shares
|
$624,688
0.21% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
2,776
shares
|
$624,239
0.56% of portfolio
|
Q2 2023
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jan 29, 2025 Q4 2024 |
2,772
shares
|
$623,339
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
2,765
shares
|
$621,765
0.26% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
2,764
shares
|
$621,540
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
2,763
shares
|
$621,315
0.19% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,759
shares
|
$620,416
0.21% of portfolio
|
Q3 2024
Added 1026.12%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
2,756
shares
|
$619,741
0.62% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
2,755
shares
|
$619,516
0.19% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
2,753
shares
|
$619,067
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
2,746
shares
|
$617,493
0.45% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
2,741
shares
|
$616,368
0.33% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
2,732
shares
|
$614,344
0.21% of portfolio
|
Q4 2024
Added 14.84%
|