Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,952 institutions that hold shares in the stock, with a total of 3.01 Billion shares, which have been reported (via 13F filing form) to have a value of $696 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
8,864
shares
|
$2.05 Million
2.03% of portfolio
|
Q4 2024
Reduced 51.95%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
8,860
shares
|
$2.05 Million
0.66% of portfolio
|
Q3 2024
Added 901.13%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
8,859
shares
|
$2.05 Million
0.84% of portfolio
|
Q3 2024
Added 852.58%
|
|
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
Nov 08, 2024 Q3 2024 |
8,837
shares
|
$2.04 Million
0.44% of portfolio
|
Q3 2024
Added 2461.45%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
8,830
shares
|
$2.04 Million
0.67% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
8,817
shares
|
$2.04 Million
0.87% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8,800
shares
|
$2.04 Million
0.24% of portfolio
|
Q3 2024
Added 884.34%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,799
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.64%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
8,790
shares
|
$2.03 Million
0.19% of portfolio
|
Q4 2024
Added 19.59%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,783
shares
|
$2.03 Million
0.57% of portfolio
|
Q3 2022
Reduced 18.65%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
8,768
shares
|
$2.03 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
8,750
shares
|
$2.02 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
8,720
shares
|
$2.02 Million
0.88% of portfolio
|
Q4 2022
Reduced 0.86%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
8,709
shares
|
$2.01 Million
1.2% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Franchise Capital LTD
Grand Cayman, E9 |
Jan 02, 2025 Q4 2024 |
8,700
shares
|
$2.01 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
8,700
shares
|
$2.01 Million
8.53% of portfolio
|
Q1 2024
Reduced 41.22%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
8,700
shares
|
$2.01 Million
0.79% of portfolio
|
Q3 2024
Added 821.61%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
8,690
shares
|
$2.01 Million
0.12% of portfolio
|
Q4 2024
Added 28.17%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
8,670
shares
|
$2.01 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
8,614
shares
|
$1.99 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,607
shares
|
$1.99 Million
0.16% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
8,600
shares
|
$1.99 Million
1.24% of portfolio
|
Q4 2024
Added 17.01%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
8,583
shares
|
$1.99 Million
0.27% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
8,564
shares
|
$1.98 Million
0.53% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
8,556
shares
|
$1.98 Million
1.3% of portfolio
|
Q4 2024
Added 9.43%
|