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 |
|---|---|---|---|---|---|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
2,292
shares
|
$515,402
0.04% of portfolio
|
Q4 2024
Reduced 44.06%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
2,290
shares
|
$514,952
0.04% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
2,284
shares
|
$513,603
0.04% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
2,283
shares
|
$513,378
0.59% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
2,280
shares
|
$512,703
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
2,273
shares
|
$511,129
0.37% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
2,269
shares
|
$510,230
0.16% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Jan 29, 2025 Q4 2024 |
2,264
shares
|
$509,105
0.4% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,262
shares
|
$508,655
0.14% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
2,261
shares
|
$508,431
0.14% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
2,258
shares
|
$507,756
0.33% of portfolio
|
Q4 2024
Added 63.86%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,254
shares
|
$506,856
0.18% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
2,247
shares
|
$505,282
0.24% of portfolio
|
Q3 2024
Added 1245.51%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
2,242
shares
|
$504,158
0.2% of portfolio
|
Q3 2024
Added 972.73%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
2,242
shares
|
$504,158
0.16% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
2,241
shares
|
$503,933
0.29% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
2,239
shares
|
$503,483
0.07% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
2,235
shares
|
$502,584
0.02% of portfolio
|
Q3 2024
Added 897.77%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
2,235
shares
|
$502,584
0.56% of portfolio
|
Q1 2024
Added 443.8%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
2,234
shares
|
$502,359
0.2% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
2,225
shares
|
$500,335
0.28% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
2,224
shares
|
$500,110
0.3% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
2,222
shares
|
$499,661
0.23% of portfolio
|
Q4 2024
Reduced 15.8%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
Nov 14, 2024 Q3 2024 |
2,220
shares
|
$499,211
0.88% of portfolio
|
Q1 2024
Reduced 50.56%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
2,219
shares
|
$498,986
0.23% of portfolio
|
Q4 2024
Added 5.17%
|