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 |
|---|---|---|---|---|---|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
8,554
shares
|
$1.98 Million
1.8% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Breakline Capital LLC
New York, NY |
Feb 14, 2023 Q4 2022 |
8,552
shares
|
$1.98 Million
5.25% of portfolio
|
Q4 2022
New holding
|
|
|
Dantai Capital LTD
Hong Kong, K3 |
Dec 03, 2024 Q3 2024 |
8,550
shares
|
$1.98 Million
1.87% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,548
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2024
Added 167.96%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
8,531
shares
|
$1.97 Million
0.54% of portfolio
|
Q4 2024
Added 54.24%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
8,500
shares
|
$1.97 Million
0.49% of portfolio
|
Q3 2024
Added 3013.55%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
8,470
shares
|
$1.96 Million
0.12% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
8,464
shares
|
$1.96 Million
2.12% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
8,456
shares
|
$1.96 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
8,431
shares
|
$1.95 Million
0.79% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
8,420
shares
|
$1.95 Million
0.91% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
8,401
shares
|
$1.94 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
8,392
shares
|
$1.94 Million
0.46% of portfolio
|
Q4 2024
Added 39.82%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
8,380
shares
|
$1.94 Million
1.57% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
8,347
shares
|
$1.93 Million
0.57% of portfolio
|
Q3 2024
Added 1624.59%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
8,346
shares
|
$1.93 Million
0.56% of portfolio
|
Q4 2024
Added 18.87%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,334
shares
|
$1.93 Million
0.51% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
8,314
shares
|
$1.92 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
8,304
shares
|
$1.92 Million
0.05% of portfolio
|
Q4 2024
Added 36.58%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
8,302
shares
|
$1.92 Million
0.83% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,299
shares
|
$1.92 Million
0.7% of portfolio
|
Q3 2024
Added 1799.08%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
8,293
shares
|
$1.92 Million
1.29% of portfolio
|
Q4 2024
Added 329.24%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,267
shares
|
$1.91 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
8,265
shares
|
$1.91 Million
1.13% of portfolio
|
Q3 2024
Added 862.17%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
8,261
shares
|
$1.91 Million
3.19% of portfolio
|
Q3 2022
Added 33.65%
|