Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,996 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 $706 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
41,584
shares
|
$9.77 Million
4.16% of portfolio
|
Q4 2024
Reduced 21.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
41,508
shares
|
$9.76 Million
0.1% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
41,331
shares
|
$9.71 Million
3.69% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
41,265
shares
|
$9.7 Million
0.7% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
41,192
shares
|
$9.68 Million
0.43% of portfolio
|
Q3 2024
Added 906.16%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
41,150
shares
|
$9.67 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
40,971
shares
|
$9.63 Million
1.17% of portfolio
|
Q4 2024
Added 55.84%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
40,889
shares
|
$9.61 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Icici Prudential Asset Management CO LTD
|
Jan 31, 2025 Q4 2024 |
40,887
shares
|
$9.61 Million
1.07% of portfolio
|
Q4 2024
Reduced 32.41%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
40,624
shares
|
$9.55 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
40,621
shares
|
$9.55 Million
2.07% of portfolio
|
Q1 2024
Reduced 4.33%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
40,614
shares
|
$9.55 Million
5.21% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
40,588
shares
|
$9.54 Million
4.84% of portfolio
|
Q3 2024
Added 863.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
40,472
shares
|
$9.51 Million
1.26% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
40,431
shares
|
$9.5 Million
1.85% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
40,414
shares
|
$9.5 Million
2.78% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Barrier Capital Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
40,340
shares
|
$9.48 Million
7.77% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
40,309
shares
|
$9.47 Million
2.6% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
40,229
shares
|
$9.46 Million
3.1% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
40,070
shares
|
$9.42 Million
4.07% of portfolio
|
Q3 2024
Added 3879.15%
|
|
|
Peregrine Investment Management Inc
Toronto, A6 |
Jan 30, 2025 Q4 2024 |
40,000
shares
|
$9.4 Million
5.38% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
39,942
shares
|
$9.39 Million
0.35% of portfolio
|
Q4 2024
Added 80.76%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
39,935
shares
|
$9.39 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
39,910
shares
|
$9.38 Million
0.72% of portfolio
|
Q3 2024
Added 876.51%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
39,832
shares
|
$9.36 Million
1.72% of portfolio
|
Q3 2024
Added 1152.58%
|