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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
98,687
shares
|
$22.2 Million
1.53% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
98,681
shares
|
$22.2 Million
0.69% of portfolio
|
Q3 2024
Added 913.46%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
98,527
shares
|
$22.2 Million
4.34% of portfolio
|
Q3 2024
Added 791.16%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
98,311
shares
|
$22.1 Million
5.24% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
98,117
shares
|
$22.1 Million
0.27% of portfolio
|
Q3 2024
Added 1042.22%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
98,101
shares
|
$22.1 Million
3.31% of portfolio
|
Q3 2024
Added 878.56%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
98,072
shares
|
$22.1 Million
1.29% of portfolio
|
Q3 2024
Added 720.75%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
97,260
shares
|
$21.9 Million
1.41% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Overbrook Management Corp
New York, NY |
Jan 16, 2025 Q4 2024 |
96,903
shares
|
$21.8 Million
4.84% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
96,685
shares
|
$21.7 Million
0.97% of portfolio
|
Q3 2024
Added 1165.34%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
96,648
shares
|
$21.7 Million
0.33% of portfolio
|
Q3 2024
Added 748.09%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
96,602
shares
|
$21.7 Million
1.85% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
96,297
shares
|
$21.7 Million
1.21% of portfolio
|
Q4 2024
Added 17.34%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
96,129
shares
|
$21.6 Million
0.74% of portfolio
|
Q3 2024
Added 901.97%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
95,552
shares
|
$21.5 Million
0.71% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
95,412
shares
|
$21.5 Million
2.74% of portfolio
|
Q4 2024
Reduced 34.32%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
94,850
shares
|
$21.3 Million
5.51% of portfolio
|
Q3 2024
Added 854.99%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
94,768
shares
|
$21.3 Million
1.17% of portfolio
|
Q4 2024
Added 49.77%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
94,570
shares
|
$21.3 Million
1.4% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
94,512
shares
|
$21.3 Million
1.87% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
94,445
shares
|
$21.2 Million
0.72% of portfolio
|
Q3 2024
Added 888.85%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
94,228
shares
|
$21.2 Million
1.71% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
93,844
shares
|
$21.1 Million
5.82% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
93,342
shares
|
$21 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
93,228
shares
|
$21 Million
0.77% of portfolio
|
Q3 2024
Added 793.16%
|