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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
7,732
shares
|
$1.79 Million
0.35% of portfolio
|
Q4 2024
Added 14.8%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
7,730
shares
|
$1.79 Million
0.3% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,720
shares
|
$1.79 Million
0.32% of portfolio
|
Q3 2024
Added 1306.19%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
7,698
shares
|
$1.78 Million
0.2% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
7,677
shares
|
$1.78 Million
0.51% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
7,648
shares
|
$1.77 Million
0.21% of portfolio
|
Q3 2024
Added 1961.46%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
7,644
shares
|
$1.77 Million
0.08% of portfolio
|
Q3 2024
Added 693.77%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
7,642
shares
|
$1.77 Million
0.26% of portfolio
|
Q4 2024
Added 17.19%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
7,623
shares
|
$1.76 Million
0.95% of portfolio
|
Q3 2024
Added 798.94%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
7,610
shares
|
$1.76 Million
0.87% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
7,604
shares
|
$1.76 Million
0.7% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
7,582
shares
|
$1.75 Million
0.91% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
7,571
shares
|
$1.75 Million
1.15% of portfolio
|
Q2 2024
Added 112.13%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
7,558
shares
|
$1.75 Million
0.26% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
7,507
shares
|
$1.74 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
7,497
shares
|
$1.73 Million
0.69% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
7,486
shares
|
$1.73 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
7,467
shares
|
$1.73 Million
0.49% of portfolio
|
Q3 2024
Added 985.32%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
7,454
shares
|
$1.72 Million
1.64% of portfolio
|
Q4 2024
Added 1238.24%
|
|
|
Jpb Foundation
New York, NY |
Nov 14, 2024 Q3 2024 |
7,440
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2024
Added 307.89%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
7,430
shares
|
$1.72 Million
0.25% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,414
shares
|
$1.72 Million
0.7% of portfolio
|
Q3 2023
Reduced 16.99%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
7,348
shares
|
$1.7 Million
0.79% of portfolio
|
Q4 2024
Added 106.69%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
7,327
shares
|
$1.7 Million
0.35% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
7,318
shares
|
$1.69 Million
0.22% of portfolio
|
Q3 2024
Added 1022.39%
|