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 |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,110
shares
|
$2.58 Million
0.3% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
11,092
shares
|
$2.57 Million
0.45% of portfolio
|
Q3 2024
Added 826.65%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
11,089
shares
|
$2.57 Million
0.3% of portfolio
|
Q3 2024
Added 922.03%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
11,086
shares
|
$2.57 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
11,080
shares
|
$2.57 Million
0.99% of portfolio
|
Q3 2024
Added 916.51%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
11,067
shares
|
$2.57 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
11,057
shares
|
$2.57 Million
1.25% of portfolio
|
Q3 2023
Reduced 11.82%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
11,045
shares
|
$2.56 Million
0.27% of portfolio
|
Q3 2024
Added 997.91%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
11,011
shares
|
$2.55 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
11,000
shares
|
$2.55 Million
2.1% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,996
shares
|
$2.55 Million
0.34% of portfolio
|
Q3 2024
Added 817.86%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,970
shares
|
$2.55 Million
0.2% of portfolio
|
Q4 2024
Added 142.59%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
10,960
shares
|
$2.54 Million
3.15% of portfolio
|
Q2 2024
Reduced 10.19%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
10,949
shares
|
$2.54 Million
0.28% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
10,945
shares
|
$2.54 Million
0.13% of portfolio
|
Q4 2024
Added 573.54%
|
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,920
shares
|
$2.53 Million
4.05% of portfolio
|
Q4 2024
Added 60.59%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
10,870
shares
|
$2.52 Million
0.54% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,865
shares
|
$2.52 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
10,794
shares
|
$2.5 Million
0.24% of portfolio
|
Q3 2024
Added 928.98%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
10,790
shares
|
$2.5 Million
0.35% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
10,764
shares
|
$2.5 Million
0.17% of portfolio
|
Q3 2024
Added 522.92%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
10,749
shares
|
$2.49 Million
0.16% of portfolio
|
Q3 2024
Added 933.56%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
10,720
shares
|
$2.49 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
10,719
shares
|
$2.49 Million
0.59% of portfolio
|
Q3 2024
Added 941.69%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
10,699
shares
|
$2.48 Million
0.37% of portfolio
|
Q4 2024
Reduced 9.12%
|