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 |
|---|---|---|---|---|---|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
44,233
shares
|
$9.84 Million
1.64% of portfolio
|
Q3 2024
Added 1268.17%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
44,170
shares
|
$9.82 Million
5.2% of portfolio
|
Q3 2024
Added 962.8%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
44,125
shares
|
$9.81 Million
4.09% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
44,106
shares
|
$9.81 Million
0.64% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
44,100
shares
|
$9.81 Million
1.55% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
43,855
shares
|
$9.75 Million
3.38% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
43,744
shares
|
$9.73 Million
1.07% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
43,678
shares
|
$9.72 Million
3.45% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
43,634
shares
|
$9.71 Million
1.85% of portfolio
|
Q3 2024
Added 932.51%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
43,580
shares
|
$9.69 Million
0.48% of portfolio
|
Q4 2024
Reduced 52.49%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
43,524
shares
|
$9.68 Million
0.9% of portfolio
|
Q3 2024
Added 888.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
43,460
shares
|
$9.67 Million
0.29% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
43,458
shares
|
$9.67 Million
1.98% of portfolio
|
Q3 2024
Added 839.02%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
43,409
shares
|
$9.66 Million
5.92% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
43,246
shares
|
$9.62 Million
0.63% of portfolio
|
Q3 2024
Added 7567.73%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
43,187
shares
|
$9.61 Million
4.14% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
43,143
shares
|
$9.6 Million
0.69% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
43,024
shares
|
$9.57 Million
3.22% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
42,961
shares
|
$9.56 Million
1.9% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
42,951
shares
|
$9.55 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
42,928
shares
|
$9.55 Million
0.96% of portfolio
|
Q3 2024
Added 1273.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
42,864
shares
|
$9.53 Million
1.03% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
42,759
shares
|
$9.51 Million
0.2% of portfolio
|
Q3 2024
Added 968.98%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
42,724
shares
|
$9.5 Million
1.01% of portfolio
|
Q3 2024
Added 874.1%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
42,605
shares
|
$9.48 Million
1.1% of portfolio
|
Q3 2024
Added 872.72%
|