Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,824 institutions that hold shares in the stock, with a total of 2.98 Billion shares, which have been reported (via 13F filing form) to have a value of $730 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,040
shares
|
$254,488
0.08% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
1,040
shares
|
$254,488
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
1,040
shares
|
$254,488
0.17% of portfolio
|
Q4 2024
Reduced 36.59%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,036
shares
|
$253,509
0.91% of portfolio
|
Q3 2023
Reduced 3.81%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
1,036
shares
|
$253,509
0.13% of portfolio
|
Q4 2024
Reduced 16.18%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,033
shares
|
$252,775
0.05% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,031
shares
|
$252,285
0.02% of portfolio
|
Q3 2024
Added 1142.17%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,030
shares
|
$252,041
0.07% of portfolio
|
Q3 2024
Added 961.86%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,027
shares
|
$251,306
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
1,024
shares
|
$250,572
0.15% of portfolio
|
Q4 2024
Reduced 55.01%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
1,010
shares
|
$247,147
0.16% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
1,005
shares
|
$245,923
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,000
shares
|
$244,700
0.02% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$244,700
0.16% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Penney Financial, LLC
Houston, TX |
Jan 23, 2025 Q4 2024 |
1,000
shares
|
$244,700
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
997
shares
|
$243,965
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
994
shares
|
$243,231
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
990
shares
|
$242,253
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
989
shares
|
$242,008
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
978
shares
|
$239,316
0.1% of portfolio
|
Q2 2023
Reduced 16.34%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
975
shares
|
$238,582
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
975
shares
|
$238,582
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Threadgill Financial, LLC
|
Jan 13, 2025 Q4 2024 |
971
shares
|
$237,603
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
970
shares
|
$237,359
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
963
shares
|
$235,646
0.05% of portfolio
|
Q4 2024
New holding
|