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 |
|---|---|---|---|---|---|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
2,061
shares
|
$463,457
0.04% of portfolio
|
Q3 2024
Added 905.37%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
2,059
shares
|
$463,007
0.38% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
2,059
shares
|
$463,007
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,050
shares
|
$460,983
0.07% of portfolio
|
Q3 2024
Added 951.28%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
2,050
shares
|
$460,983
0.06% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
2,049
shares
|
$460,758
0.12% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,048
shares
|
$460,533
0.04% of portfolio
|
Q4 2024
Reduced 42.37%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
2,043
shares
|
$459,409
0.03% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
2,040
shares
|
$458,734
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
2,039
shares
|
$458,509
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
2,036
shares
|
$457,835
0.08% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
2,035
shares
|
$457,610
0.19% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
2,035
shares
|
$457,610
0.12% of portfolio
|
Q3 2024
Added 954.4%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
2,034
shares
|
$457,385
0.04% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
2,028
shares
|
$456,036
0.15% of portfolio
|
Q3 2024
Added 1014.29%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
2,027
shares
|
$455,811
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
2,026
shares
|
$455,586
0.02% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,023
shares
|
$454,912
0.33% of portfolio
|
Q3 2023
Reduced 3.34%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
2,022
shares
|
$454,687
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,020
shares
|
$454,237
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
2,015
shares
|
$453,113
0.13% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
2,014
shares
|
$452,888
0.23% of portfolio
|
Q4 2024
Reduced 24.85%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
2,010
shares
|
$451,988
0.22% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
2,010
shares
|
$451,988
0.05% of portfolio
|
Q3 2024
Added 1180.25%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
2,005
shares
|
$450,864
0.09% of portfolio
|
Q4 2024
Reduced 19.8%
|