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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
6,391
shares
|
$1.48 Million
0.48% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,371
shares
|
$1.47 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,370
shares
|
$1.47 Million
0.9% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
6,363
shares
|
$1.47 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
6,327
shares
|
$1.46 Million
0.22% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
6,303
shares
|
$1.46 Million
0.82% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
6,300
shares
|
$1.46 Million
0.27% of portfolio
|
Q3 2024
Added 1490.91%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
6,292
shares
|
$1.46 Million
0.32% of portfolio
|
Q3 2024
Added 908.33%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
6,283
shares
|
$1.45 Million
0.33% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
6,267
shares
|
$1.45 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
6,261
shares
|
$1.45 Million
0.23% of portfolio
|
Q3 2024
Added 890.54%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
6,229
shares
|
$1.44 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
6,210
shares
|
$1.44 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
6,190
shares
|
$1.43 Million
2.3% of portfolio
|
Q1 2024
Added 26.12%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
6,188
shares
|
$1.43 Million
0.19% of portfolio
|
Q3 2024
Added 849.08%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
6,181
shares
|
$1.43 Million
0.89% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
6,170
shares
|
$1.43 Million
0.21% of portfolio
|
Q3 2024
Added 1283.41%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
6,130
shares
|
$1.42 Million
0.12% of portfolio
|
Q3 2024
Added 1791.98%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
6,127
shares
|
$1.42 Million
1.02% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
6,119
shares
|
$1.42 Million
0.32% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
6,096
shares
|
$1.41 Million
1.06% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
6,095
shares
|
$1.41 Million
0.38% of portfolio
|
Q3 2024
Added 912.46%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
6,091
shares
|
$1.41 Million
0.44% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
6,085
shares
|
$1.41 Million
0.26% of portfolio
|
Q4 2024
Added 55.03%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,080
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2024
New holding
|