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 |
|---|---|---|---|---|---|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
14,166
shares
|
$3.29 Million
0.91% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
14,153
shares
|
$3.28 Million
1.14% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
14,149
shares
|
$3.28 Million
0.5% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
14,148
shares
|
$3.28 Million
0.29% of portfolio
|
Q3 2024
Added 922.99%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
14,126
shares
|
$3.28 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
14,124
shares
|
$3.28 Million
0.81% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
14,103
shares
|
$3.27 Million
0.54% of portfolio
|
Q3 2024
Added 867.95%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
14,049
shares
|
$3.26 Million
1.64% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
14,047
shares
|
$3.26 Million
0.11% of portfolio
|
Q3 2024
Added 2491.7%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
14,039
shares
|
$3.26 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
14,015
shares
|
$3.25 Million
0.9% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
13,990
shares
|
$3.25 Million
2.09% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
13,955
shares
|
$3.24 Million
0.61% of portfolio
|
Q3 2024
Added 470.06%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
13,884
shares
|
$3.22 Million
0.83% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
13,864
shares
|
$3.22 Million
1.57% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
13,822
shares
|
$3.21 Million
1.08% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
13,821
shares
|
$3.21 Million
1.73% of portfolio
|
Q2 2022
Reduced 1.91%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
13,785
shares
|
$3.2 Million
0.21% of portfolio
|
Q3 2024
Added 900.36%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
13,763
shares
|
$3.19 Million
1.38% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,647
shares
|
$3.17 Million
0.17% of portfolio
|
Q3 2023
Reduced 2.63%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
13,637
shares
|
$3.16 Million
0.82% of portfolio
|
Q3 2024
Added 1167.38%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
13,601
shares
|
$3.16 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
13,574
shares
|
$3.15 Million
1.31% of portfolio
|
Q3 2022
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
13,547
shares
|
$3.14 Million
0.16% of portfolio
|
Q3 2024
Added 888.11%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
13,530
shares
|
$3.14 Million
0.37% of portfolio
|
Q3 2024
Added 900.0%
|