Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,223 institutions that hold shares in the stock, with a total of 3.11 Billion shares, which have been reported (via 13F filing form) to have a value of $680 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
180
shares
|
$39,358
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
172
shares
|
$37,609
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
170
shares
|
$37,172
0.01% of portfolio
|
Q4 2024
Added 142.86%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
170
shares
|
$37,172
0.02% of portfolio
|
Q4 2024
Added 70.0%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
170
shares
|
$37,172
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
169
shares
|
$36,953
0.01% of portfolio
|
Q3 2022
Reduced 15.92%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
168
shares
|
$36,734
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
168
shares
|
$36,734
0.02% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
166
shares
|
$36,297
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
160
shares
|
$34,985
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
155
shares
|
$33,892
0.02% of portfolio
|
Q4 2024
Reduced 96.91%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
150
shares
|
$32,799
0.0% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
150
shares
|
$32,799
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
150
shares
|
$32,799
0.01% of portfolio
|
Q4 2024
Reduced 93.86%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
150
shares
|
$32,799
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
146
shares
|
$31,924
0.01% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
143
shares
|
$31,268
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
141
shares
|
$30,831
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
140
shares
|
$30,612
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
131
shares
|
$28,644
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
130
shares
|
$28,425
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
130
shares
|
$28,425
0.02% of portfolio
|
Q4 2024
Reduced 29.73%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
130
shares
|
$28,425
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
128
shares
|
$27,988
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
125
shares
|
$27,332
0.04% of portfolio
|
Q2 2022
Added 25.0%
|