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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
23,809
shares
|
$5.52 Million
0.39% of portfolio
|
Q3 2024
Added 1013.09%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
23,803
shares
|
$5.52 Million
0.04% of portfolio
|
Q3 2024
Added 1014.89%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,617
shares
|
$5.48 Million
0.88% of portfolio
|
Q3 2024
Added 854.22%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
23,518
shares
|
$5.46 Million
0.25% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
23,500
shares
|
$5.45 Million
3.27% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
23,462
shares
|
$5.44 Million
1.44% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
23,347
shares
|
$5.42 Million
1.62% of portfolio
|
Q3 2024
Added 625.06%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
23,311
shares
|
$5.41 Million
2.18% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
23,240
shares
|
$5.39 Million
0.55% of portfolio
|
Q3 2024
Added 942.62%
|
|
|
Aurora Investment Managers, Llc.
|
Jan 16, 2025 Q4 2024 |
23,236
shares
|
$5.39 Million
3.38% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
23,212
shares
|
$5.39 Million
0.63% of portfolio
|
Q3 2024
Added 1642.64%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
23,156
shares
|
$5.37 Million
0.58% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
23,137
shares
|
$5.37 Million
1.83% of portfolio
|
Q3 2024
Added 798.52%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
23,119
shares
|
$5.36 Million
2.02% of portfolio
|
Q4 2024
Added 909.56%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
23,059
shares
|
$5.35 Million
0.71% of portfolio
|
Q3 2024
Added 901.69%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
23,029
shares
|
$5.34 Million
0.97% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
22,968
shares
|
$5.33 Million
3.91% of portfolio
|
Q3 2024
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
22,698
shares
|
$5.27 Million
1.82% of portfolio
|
Q3 2024
Added 899.47%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
22,657
shares
|
$5.26 Million
0.42% of portfolio
|
Q3 2024
Added 3296.85%
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
22,601
shares
|
$5.24 Million
2.55% of portfolio
|
Q3 2024
Added 780.44%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
22,565
shares
|
$5.24 Million
0.85% of portfolio
|
Q3 2024
Added 11015.76%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
22,553
shares
|
$5.23 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
22,517
shares
|
$5.22 Million
1.44% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
22,501
shares
|
$5.22 Million
1.28% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
22,497
shares
|
$5.22 Million
0.53% of portfolio
|
Q3 2024
Added 946.86%
|