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 |
|---|---|---|---|---|---|
|
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
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,075
shares
|
$1.41 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
6,067
shares
|
$1.4 Million
0.39% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
6,064
shares
|
$1.4 Million
0.28% of portfolio
|
Q4 2024
Added 60.3%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
6,056
shares
|
$1.4 Million
0.69% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,049
shares
|
$1.4 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
6,032
shares
|
$1.4 Million
0.18% of portfolio
|
Q3 2024
Added 862.04%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
6,020
shares
|
$1.39 Million
0.98% of portfolio
|
Q3 2024
Added 885.27%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
6,019
shares
|
$1.39 Million
0.27% of portfolio
|
Q2 2024
Added 904.84%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
6,010
shares
|
$1.39 Million
0.45% of portfolio
|
Q3 2024
Added 948.87%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
6,005
shares
|
$1.39 Million
0.53% of portfolio
|
Q3 2024
Added 1371.81%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
6,000
shares
|
$1.39 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Andar Capital Management Hk LTD
Hong Kong, K3 |
Nov 07, 2024 Q3 2024 |
6,000
shares
|
$1.39 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Ionic Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$1.39 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
5,999
shares
|
$1.39 Million
0.33% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,992
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Added 846.6%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
5,984
shares
|
$1.38 Million
0.7% of portfolio
|
Q4 2024
Reduced 17.97%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
5,982
shares
|
$1.38 Million
0.36% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
5,968
shares
|
$1.38 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,964
shares
|
$1.38 Million
0.84% of portfolio
|
Q2 2023
Added 141.65%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
5,960
shares
|
$1.38 Million
0.89% of portfolio
|
Q3 2024
Added 504.46%
|