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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
18,182
shares
|
$4.22 Million
0.22% of portfolio
|
Q3 2024
Added 928.39%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
18,142
shares
|
$4.21 Million
0.16% of portfolio
|
Q3 2024
Added 799.9%
|
|
|
Granite Shares Advisors LLC
|
Feb 04, 2025 Q4 2024 |
18,033
shares
|
$4.18 Million
2.85% of portfolio
|
Q4 2024
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
18,031
shares
|
$4.18 Million
2.55% of portfolio
|
Q3 2024
Added 891.26%
|
|
|
Freemont Management S.A.
|
Nov 05, 2024 Q3 2024 |
18,000
shares
|
$4.18 Million
1.63% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Nov 14, 2024 Q3 2024 |
18,000
shares
|
$4.18 Million
0.49% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
17,946
shares
|
$4.16 Million
0.44% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
17,907
shares
|
$4.15 Million
0.77% of portfolio
|
Q3 2024
Added 902.63%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
17,902
shares
|
$4.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 84.56%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
17,869
shares
|
$4.15 Million
2.14% of portfolio
|
Q4 2024
Added 63.02%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
17,850
shares
|
$4.14 Million
0.21% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
17,805
shares
|
$4.13 Million
3.93% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
17,799
shares
|
$4.13 Million
0.13% of portfolio
|
Q3 2024
Added 1240.29%
|
|
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
Nov 15, 2024 Q3 2024 |
17,731
shares
|
$4.11 Million
2.08% of portfolio
|
Q3 2024
Added 886.7%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
17,728
shares
|
$4.11 Million
0.38% of portfolio
|
Q3 2024
Added 1040.06%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
17,698
shares
|
$4.11 Million
0.55% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
17,687
shares
|
$4.1 Million
0.09% of portfolio
|
Q3 2024
Added 314.22%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
17,640
shares
|
$4.09 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
17,605
shares
|
$4.08 Million
0.48% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
17,558
shares
|
$4.07 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
17,528
shares
|
$4.07 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
17,494
shares
|
$4.06 Million
1.53% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
17,449
shares
|
$4.05 Million
1.32% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
17,414
shares
|
$4.04 Million
0.34% of portfolio
|
Q4 2024
Added 59.22%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
17,370
shares
|
$4.03 Million
2.05% of portfolio
|
Q4 2024
Added 0.09%
|