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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
71,962
shares
|
$16.2 Million
0.79% of portfolio
|
Q3 2024
Added 794.94%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
71,900
shares
|
$16.2 Million
3.3% of portfolio
|
Q4 2024
Added 29.28%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
71,802
shares
|
$16.1 Million
0.53% of portfolio
|
Q4 2024
Added 17.41%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
71,693
shares
|
$16.1 Million
8.35% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
71,431
shares
|
$16.1 Million
0.2% of portfolio
|
Q3 2024
Added 27.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
71,274
shares
|
$16 Million
0.36% of portfolio
|
Q3 2024
Added 956.07%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
70,962
shares
|
$16 Million
4.44% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Oak Grove Capital LLC
North Hampton, NH |
Feb 06, 2025 Q4 2024 |
70,885
shares
|
$15.9 Million
1.77% of portfolio
|
Q4 2024
Added 115.46%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
70,697
shares
|
$15.9 Million
2.62% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
70,370
shares
|
$15.8 Million
1.7% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
70,318
shares
|
$15.8 Million
0.09% of portfolio
|
Q3 2024
Added 941.9%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
70,220
shares
|
$15.8 Million
0.51% of portfolio
|
Q3 2024
Added 399.18%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
70,099
shares
|
$15.8 Million
1.27% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
69,815
shares
|
$15.7 Million
1.48% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
69,748
shares
|
$15.7 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
69,732
shares
|
$15.7 Million
7.3% of portfolio
|
Q4 2024
Reduced 22.1%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
69,647
shares
|
$15.7 Million
6.44% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
69,641
shares
|
$15.7 Million
0.77% of portfolio
|
Q3 2024
Added 877.28%
|
|
|
Clough Capital Partners L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
69,377
shares
|
$15.6 Million
1.3% of portfolio
|
Q3 2024
Added 927.81%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
69,148
shares
|
$15.5 Million
2.08% of portfolio
|
Q3 2024
Added 838.62%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
68,829
shares
|
$15.5 Million
1.45% of portfolio
|
Q3 2024
Added 2676.48%
|
|
|
Alta Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
68,778
shares
|
$15.5 Million
0.97% of portfolio
|
Q4 2024
Added 95.72%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
68,557
shares
|
$15.4 Million
3.85% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
68,515
shares
|
$15.4 Million
0.09% of portfolio
|
Q3 2024
Added 26.9%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
67,971
shares
|
$15.3 Million
4.14% of portfolio
|
Q4 2024
Reduced 1.08%
|