Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,935 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 $694 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
26,318
shares
|
$6.11 Million
0.21% of portfolio
|
Q3 2024
Added 1565.7%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
26,290
shares
|
$6.1 Million
0.64% of portfolio
|
Q3 2024
Added 860.19%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
26,232
shares
|
$6.09 Million
1.12% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
26,141
shares
|
$6.06 Million
1.15% of portfolio
|
Q4 2024
Added 573.04%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
26,090
shares
|
$6.05 Million
1.31% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Bcm Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
26,024
shares
|
$6.04 Million
1.02% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
25,978
shares
|
$6.03 Million
3.22% of portfolio
|
Q3 2024
Added 936.22%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
25,955
shares
|
$6.02 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
25,905
shares
|
$6.01 Million
1.6% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
25,858
shares
|
$6 Million
3.39% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
25,844
shares
|
$6 Million
0.17% of portfolio
|
Q3 2024
Added 886.79%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
25,836
shares
|
$5.99 Million
2.9% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
25,776
shares
|
$5.98 Million
0.51% of portfolio
|
Q4 2024
Added 66.71%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
25,758
shares
|
$5.98 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
25,752
shares
|
$5.97 Million
0.14% of portfolio
|
Q3 2024
Added 877.68%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
25,696
shares
|
$5.96 Million
0.29% of portfolio
|
Q4 2022
Reduced 8.14%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
25,593
shares
|
$5.94 Million
0.93% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
25,564
shares
|
$5.93 Million
0.76% of portfolio
|
Q3 2024
Added 859.61%
|
|
|
Parker Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
25,550
shares
|
$5.93 Million
0.71% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
25,546
shares
|
$5.93 Million
0.96% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
25,537
shares
|
$5.92 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
25,524
shares
|
$5.92 Million
1.24% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
25,523
shares
|
$5.92 Million
0.47% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
25,522
shares
|
$5.92 Million
2.32% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
25,502
shares
|
$5.92 Million
0.04% of portfolio
|
Q4 2024
New holding
|