Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,918 institutions that hold shares in the stock, with a total of 2.99 Billion shares, which have been reported (via 13F filing form) to have a value of $664 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
49,136
shares
|
$10.9 Million
1.92% of portfolio
|
Q3 2024
Added 846.93%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
48,923
shares
|
$10.9 Million
0.92% of portfolio
|
Q3 2024
Added 777.86%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
48,634
shares
|
$10.8 Million
0.65% of portfolio
|
Q3 2024
Added 873.85%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
48,533
shares
|
$10.8 Million
0.73% of portfolio
|
Q1 2024
Reduced 9.87%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
48,419
shares
|
$10.8 Million
3.41% of portfolio
|
Q1 2023
Reduced 90.99%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
48,398
shares
|
$10.8 Million
0.39% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
48,390
shares
|
$10.8 Million
0.88% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
48,224
shares
|
$10.7 Million
0.45% of portfolio
|
Q4 2024
Added 104.14%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
48,164
shares
|
$10.7 Million
1.03% of portfolio
|
Q3 2024
Added 897.39%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
48,065
shares
|
$10.7 Million
3.17% of portfolio
|
Q3 2024
Added 889.2%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
47,820
shares
|
$10.6 Million
0.12% of portfolio
|
Q3 2024
Added 911.21%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
47,745
shares
|
$10.6 Million
1.63% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jan 22, 2025 Q4 2024 |
47,680
shares
|
$10.6 Million
3.38% of portfolio
|
Q4 2024
Reduced 60.64%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
47,644
shares
|
$10.6 Million
0.88% of portfolio
|
Q3 2024
Added 4153.93%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
47,609
shares
|
$10.6 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
47,593
shares
|
$10.6 Million
0.32% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
47,492
shares
|
$10.6 Million
2.53% of portfolio
|
Q3 2024
Added 972.54%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
47,392
shares
|
$10.5 Million
1.65% of portfolio
|
Q3 2024
Added 1029.19%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
47,374
shares
|
$10.5 Million
7.92% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
47,322
shares
|
$10.5 Million
0.09% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
47,319
shares
|
$10.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Keystone Investors Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
47,205
shares
|
$10.5 Million
0.64% of portfolio
|
Q3 2024
Added 1063.54%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
47,072
shares
|
$10.5 Million
0.64% of portfolio
|
Q3 2024
Added 46.93%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
46,995
shares
|
$10.5 Million
1.45% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
46,973
shares
|
$10.4 Million
1.16% of portfolio
|
Q4 2024
Reduced 3.58%
|