Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,970 institutions that hold shares in the stock, with a total of 3 Billion shares, which have been reported (via 13F filing form) to have a value of $675 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
2,640
shares
|
$593,656
0.33% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Jan 23, 2025 Q4 2024 |
2,636
shares
|
$592,757
0.32% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
2,629
shares
|
$591,183
0.11% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
2,626
shares
|
$590,508
0.18% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,623
shares
|
$589,834
0.33% of portfolio
|
Q3 2024
Added 920.62%
|
|
|
Pinnbrook Capital Management LP
|
Jan 31, 2025 Q4 2024 |
2,616
shares
|
$588,259
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
2,612
shares
|
$587,360
0.1% of portfolio
|
Q3 2024
Added 853.28%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
2,604
shares
|
$585,561
0.07% of portfolio
|
Q3 2024
Added 941.6%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
2,597
shares
|
$583,987
0.03% of portfolio
|
Q4 2024
Reduced 14.85%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,596
shares
|
$583,762
0.34% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
2,589
shares
|
$582,188
0.14% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
2,586
shares
|
$581,513
0.1% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
2,572
shares
|
$578,365
0.41% of portfolio
|
Q3 2024
Added 472.83%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
2,570
shares
|
$577,915
0.0% of portfolio
|
Q3 2024
Added 1377.01%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
2,564
shares
|
$576,566
0.17% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
2,556
shares
|
$574,767
0.38% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
2,554
shares
|
$574,317
0.28% of portfolio
|
Q3 2024
Added 901.57%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
2,550
shares
|
$573,418
0.35% of portfolio
|
Q4 2024
Reduced 55.87%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
2,544
shares
|
$572,069
0.24% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
2,528
shares
|
$568,471
0.21% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
2,521
shares
|
$566,897
0.16% of portfolio
|
Q3 2024
Added 1206.22%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
2,520
shares
|
$566,672
0.25% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
2,509
shares
|
$564,198
0.34% of portfolio
|
Q3 2024
Added 1083.49%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
2,508
shares
|
$563,973
0.47% of portfolio
|
Q4 2024
Reduced 37.19%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
2,503
shares
|
$562,849
0.3% of portfolio
|
Q4 2024
Added 3.39%
|