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 |
|---|---|---|---|---|---|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,812
shares
|
$1.58 Million
0.49% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
6,810
shares
|
$1.58 Million
0.12% of portfolio
|
Q3 2024
Added 905.91%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
6,800
shares
|
$1.57 Million
0.87% of portfolio
|
Q4 2024
Added 16.82%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
6,780
shares
|
$1.57 Million
0.25% of portfolio
|
Q3 2024
Added 845.61%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
6,776
shares
|
$1.57 Million
0.39% of portfolio
|
Q3 2024
Added 952.17%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
6,774
shares
|
$1.57 Million
0.19% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,769
shares
|
$1.57 Million
0.77% of portfolio
|
Q3 2024
Added 1790.78%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
6,769
shares
|
$1.57 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
6,763
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2024
Added 938.86%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
6,762
shares
|
$1.56 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Financial Group, Inc.
Columbus, OH |
Aug 12, 2024 Q2 2024 |
6,747
shares
|
$1.56 Million
4.87% of portfolio
|
Q2 2024
Reduced 8.66%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
6,742
shares
|
$1.56 Million
1.96% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
6,730
shares
|
$1.56 Million
0.78% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
6,678
shares
|
$1.55 Million
0.2% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
6,658
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.4%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
6,654
shares
|
$1.54 Million
0.68% of portfolio
|
Q4 2024
Added 23.15%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
6,647
shares
|
$1.54 Million
0.8% of portfolio
|
Q4 2023
Reduced 15.12%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
6,639
shares
|
$1.54 Million
1.08% of portfolio
|
Q4 2024
Added 28.02%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
6,634
shares
|
$1.53 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
6,631
shares
|
$1.53 Million
0.37% of portfolio
|
Q3 2024
Added 1153.5%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
6,630
shares
|
$1.53 Million
0.93% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
6,623
shares
|
$1.53 Million
0.79% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
6,616
shares
|
$1.53 Million
0.45% of portfolio
|
Q4 2024
Reduced 14.9%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,614
shares
|
$1.53 Million
1.0% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
6,602
shares
|
$1.53 Million
0.08% of portfolio
|
Q4 2024
Reduced 96.96%
|