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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
16,888
shares
|
$3.92 Million
0.28% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
Nov 14, 2024 Q3 2024 |
16,880
shares
|
$3.92 Million
0.53% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
16,863
shares
|
$3.91 Million
0.18% of portfolio
|
Q4 2024
Added 813.98%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
16,767
shares
|
$3.89 Million
0.18% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
16,662
shares
|
$3.87 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
16,614
shares
|
$3.85 Million
0.35% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
16,546
shares
|
$3.84 Million
0.38% of portfolio
|
Q3 2024
Added 867.6%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
16,517
shares
|
$3.83 Million
0.28% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
16,500
shares
|
$3.83 Million
1.0% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
16,477
shares
|
$3.82 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
16,416
shares
|
$3.81 Million
0.55% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
16,387
shares
|
$3.8 Million
1.22% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
16,382
shares
|
$3.8 Million
1.44% of portfolio
|
Q3 2024
Added 940.13%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
16,369
shares
|
$3.8 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
16,338
shares
|
$3.79 Million
0.41% of portfolio
|
Q3 2024
Added 800.17%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
16,276
shares
|
$3.78 Million
0.11% of portfolio
|
Q3 2024
Added 140.95%
|
|
|
Unigestion Holding Sa
|
Nov 19, 2024 Q3 2024 |
16,250
shares
|
$3.77 Million
0.14% of portfolio
|
Q3 2024
Added 735.48%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
16,150
shares
|
$3.75 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
16,147
shares
|
$3.75 Million
1.29% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
16,130
shares
|
$3.74 Million
1.14% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
16,119
shares
|
$3.74 Million
0.35% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
16,100
shares
|
$3.74 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
16,061
shares
|
$3.73 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
16,040
shares
|
$3.72 Million
0.18% of portfolio
|
Q4 2024
Reduced 29.59%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
15,936
shares
|
$3.7 Million
0.56% of portfolio
|
Q3 2024
Added 953.97%
|