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 |
|---|---|---|---|---|---|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
9,853
shares
|
$2.28 Million
0.78% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
9,847
shares
|
$2.28 Million
0.68% of portfolio
|
Q3 2024
Added 837.81%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
9,839
shares
|
$2.28 Million
0.14% of portfolio
|
Q3 2024
Added 898.88%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
9,793
shares
|
$2.27 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
9,792
shares
|
$2.27 Million
0.37% of portfolio
|
Q3 2024
Added 948.39%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
9,778
shares
|
$2.26 Million
1.63% of portfolio
|
Q3 2024
Added 981.64%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
9,775
shares
|
$2.26 Million
1.57% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
9,763
shares
|
$2.26 Million
0.47% of portfolio
|
Q4 2024
Added 21.75%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
9,747
shares
|
$2.26 Million
0.99% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
9,718
shares
|
$2.25 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
9,704
shares
|
$2.25 Million
1.18% of portfolio
|
Q3 2022
Added 2.24%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
9,672
shares
|
$2.24 Million
0.93% of portfolio
|
Q3 2024
Added 955.9%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
9,658
shares
|
$2.23 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
9,655
shares
|
$2.23 Million
1.64% of portfolio
|
Q3 2024
Added 244.58%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
9,637
shares
|
$2.23 Million
0.41% of portfolio
|
Q3 2024
Added 764.3%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,636
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2024
Added 183.0%
|
|
|
Green Alpha Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,620
shares
|
$2.23 Million
1.99% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
9,593
shares
|
$2.22 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
9,588
shares
|
$2.22 Million
0.27% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
9,584
shares
|
$2.22 Million
1.1% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
9,534
shares
|
$2.21 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
9,513
shares
|
$2.2 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
9,500
shares
|
$2.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 30.09%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
9,488
shares
|
$2.2 Million
1.05% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
9,480
shares
|
$2.19 Million
0.32% of portfolio
|
Q3 2024
Added 868.34%
|