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 |
|---|---|---|---|---|---|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
6,570
shares
|
$1.52 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
6,548
shares
|
$1.51 Million
0.42% of portfolio
|
Q3 2024
Added 1112.59%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
6,548
shares
|
$1.51 Million
0.49% of portfolio
|
Q3 2024
Added 944.34%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
6,540
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2024
Added 920.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
6,540
shares
|
$1.51 Million
0.14% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
6,536
shares
|
$1.51 Million
0.58% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
6,526
shares
|
$1.51 Million
0.26% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
6,520
shares
|
$1.51 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
6,502
shares
|
$1.5 Million
0.45% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,500
shares
|
$1.5 Million
0.26% of portfolio
|
Q3 2024
Added 887.84%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
6,497
shares
|
$1.5 Million
0.32% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
6,478
shares
|
$1.5 Million
0.3% of portfolio
|
Q4 2024
Added 28.23%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
6,477
shares
|
$1.5 Million
0.11% of portfolio
|
Q3 2024
Added 317.06%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
6,469
shares
|
$1.5 Million
0.09% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
6,466
shares
|
$1.5 Million
0.42% of portfolio
|
Q3 2024
Added 899.38%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,465
shares
|
$1.5 Million
0.2% of portfolio
|
Q3 2024
Added 563.76%
|
|
|
Miller Howard Investments Inc
|
Jan 28, 2025 Q4 2024 |
6,464
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Added 226.46%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,457
shares
|
$1.49 Million
0.21% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
6,444
shares
|
$1.49 Million
0.07% of portfolio
|
Q4 2024
Reduced 37.59%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
6,444
shares
|
$1.49 Million
0.36% of portfolio
|
Q3 2024
Added 138.67%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
6,443
shares
|
$1.49 Million
0.63% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
6,439
shares
|
$1.49 Million
0.16% of portfolio
|
Q4 2024
Added 57.51%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,422
shares
|
$1.49 Million
0.24% of portfolio
|
Q4 2024
Added 84.59%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,415
shares
|
$1.48 Million
0.36% of portfolio
|
Q3 2024
Added 913.43%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
6,406
shares
|
$1.48 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.73%
|