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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,501
shares
|
$562,399
0.53% of portfolio
|
Q2 2024
Added 318.23%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
2,500
shares
|
$562,175
0.06% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
One01 Capital, LP
Burlingame, CA |
Nov 14, 2023 Q3 2023 |
2,500
shares
|
$562,175
2.52% of portfolio
|
Q3 2023
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
2,491
shares
|
$560,151
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,490
shares
|
$559,926
0.53% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,490
shares
|
$559,926
0.04% of portfolio
|
Q3 2024
Added 1253.26%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
2,485
shares
|
$558,801
0.01% of portfolio
|
Q3 2024
Added 1045.16%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
2,484
shares
|
$558,577
0.42% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,474
shares
|
$556,328
0.06% of portfolio
|
Q4 2024
Added 14.8%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
2,472
shares
|
$555,878
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
2,470
shares
|
$555,428
0.1% of portfolio
|
Q3 2024
Added 1860.32%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
2,466
shares
|
$554,529
0.22% of portfolio
|
Q4 2024
Reduced 17.64%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
2,465
shares
|
$554,304
0.12% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
2,464
shares
|
$554,079
3.51% of portfolio
|
Q3 2024
Added 885.6%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,460
shares
|
$553,180
0.4% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
2,457
shares
|
$552,505
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,445
shares
|
$549,807
0.19% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
2,442
shares
|
$549,132
0.47% of portfolio
|
Q4 2024
Added 35.82%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
2,440
shares
|
$548,682
0.17% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
2,439
shares
|
$548,457
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,438
shares
|
$548,233
0.31% of portfolio
|
Q3 2024
Added 550.13%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
2,435
shares
|
$547,558
0.14% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
2,430
shares
|
$546,434
0.14% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
2,415
shares
|
$543,061
0.31% of portfolio
|
Q4 2024
Added 34.69%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
2,412
shares
|
$542,386
0.26% of portfolio
|
Q3 2024
Added 827.69%
|