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 |
|---|---|---|---|---|---|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
7,315
shares
|
$1.69 Million
0.82% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
7,306
shares
|
$1.69 Million
0.51% of portfolio
|
Q3 2024
Added 755.5%
|
|
|
Parametrica Management LTD
|
Nov 05, 2024 Q3 2024 |
7,300
shares
|
$1.69 Million
1.51% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
7,280
shares
|
$1.68 Million
0.89% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
7,279
shares
|
$1.68 Million
0.27% of portfolio
|
Q4 2024
Added 82.89%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
7,259
shares
|
$1.68 Million
0.25% of portfolio
|
Q3 2024
Added 898.49%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
7,230
shares
|
$1.67 Million
0.54% of portfolio
|
Q3 2024
Added 1054.95%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
7,224
shares
|
$1.67 Million
0.86% of portfolio
|
Q3 2024
Added 900.55%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
7,209
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2024
Added 886.18%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
7,205
shares
|
$1.67 Million
0.45% of portfolio
|
Q3 2024
Added 897.92%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
7,190
shares
|
$1.66 Million
0.91% of portfolio
|
Q4 2024
Added 57.33%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
7,158
shares
|
$1.66 Million
0.12% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
7,141
shares
|
$1.65 Million
0.89% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
7,136
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
7,103
shares
|
$1.64 Million
0.34% of portfolio
|
Q4 2024
Added 23.1%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,096
shares
|
$1.64 Million
0.64% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
7,082
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.68%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
7,073
shares
|
$1.64 Million
0.67% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
7,063
shares
|
$1.63 Million
1.22% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
7,060
shares
|
$1.63 Million
0.2% of portfolio
|
Q3 2024
Added 976.22%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
7,048
shares
|
$1.63 Million
0.88% of portfolio
|
Q4 2024
Added 196.01%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
7,038
shares
|
$1.63 Million
0.21% of portfolio
|
Q3 2024
Added 1397.45%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
7,016
shares
|
$1.62 Million
0.11% of portfolio
|
Q3 2024
Added 939.41%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,013
shares
|
$1.62 Million
0.13% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
7,011
shares
|
$1.62 Million
0.18% of portfolio
|
Q3 2024
Added 690.42%
|