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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
7,010
shares
|
$1.62 Million
0.17% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,010
shares
|
$1.62 Million
0.34% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
7,000
shares
|
$1.62 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
6,982
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2024
Added 957.88%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
6,977
shares
|
$1.61 Million
0.52% of portfolio
|
Q3 2024
Added 941.34%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,961
shares
|
$1.61 Million
0.68% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
6,952
shares
|
$1.61 Million
0.71% of portfolio
|
Q3 2024
Added 847.14%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Nov 12, 2024 Q3 2024 |
6,940
shares
|
$1.61 Million
0.46% of portfolio
|
Q3 2024
Added 1102.77%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
6,934
shares
|
$1.6 Million
0.76% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
6,934
shares
|
$1.6 Million
0.49% of portfolio
|
Q4 2024
Reduced 42.48%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,930
shares
|
$1.6 Million
0.24% of portfolio
|
Q3 2024
Added 910.2%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
6,928
shares
|
$1.6 Million
0.79% of portfolio
|
Q3 2024
Added 1028.34%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
6,913
shares
|
$1.6 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
6,900
shares
|
$1.6 Million
1.15% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
6,899
shares
|
$1.6 Million
0.8% of portfolio
|
Q3 2024
Added 882.76%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
6,898
shares
|
$1.6 Million
1.41% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
6,897
shares
|
$1.6 Million
1.1% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
6,876
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Added 880.88%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
6,869
shares
|
$1.59 Million
1.49% of portfolio
|
Q4 2024
New holding
|
|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
6,866
shares
|
$1.59 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
6,866
shares
|
$1.59 Million
0.2% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
6,842
shares
|
$1.58 Million
1.01% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
6,813
shares
|
$1.58 Million
0.2% of portfolio
|
Q3 2024
Added 120.84%
|