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 |
|---|---|---|---|---|---|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,955
shares
|
$1.38 Million
0.4% of portfolio
|
Q3 2024
Added 912.76%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,950
shares
|
$1.38 Million
0.11% of portfolio
|
Q4 2023
Reduced 2.9%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,946
shares
|
$1.38 Million
0.19% of portfolio
|
Q4 2024
Added 138.22%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Nov 13, 2024 Q3 2024 |
5,940
shares
|
$1.37 Million
0.19% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
5,934
shares
|
$1.37 Million
1.19% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
5,932
shares
|
$1.37 Million
0.56% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,924
shares
|
$1.37 Million
0.32% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Cavalry Management Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,919
shares
|
$1.37 Million
4.61% of portfolio
|
Q3 2024
Added 4832.5%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
5,919
shares
|
$1.37 Million
2.86% of portfolio
|
Q1 2023
Added 11.07%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
5,910
shares
|
$1.37 Million
0.43% of portfolio
|
Q3 2024
Added 708.48%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,863
shares
|
$1.36 Million
0.49% of portfolio
|
Q3 2024
Added 862.73%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
5,862
shares
|
$1.36 Million
0.78% of portfolio
|
Q4 2024
Reduced 30.09%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
5,847
shares
|
$1.35 Million
0.31% of portfolio
|
Q4 2024
Added 60.15%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
5,844
shares
|
$1.35 Million
0.07% of portfolio
|
Q3 2024
Added 905.85%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,839
shares
|
$1.35 Million
0.49% of portfolio
|
Q3 2024
Added 735.34%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
5,837
shares
|
$1.35 Million
0.51% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
5,818
shares
|
$1.35 Million
0.66% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
5,805
shares
|
$1.34 Million
0.3% of portfolio
|
Q4 2024
Added 46.11%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
5,802
shares
|
$1.34 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
5,800
shares
|
$1.34 Million
0.46% of portfolio
|
Q3 2024
Added 2800.0%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
5,786
shares
|
$1.34 Million
0.65% of portfolio
|
Q3 2024
Added 904.51%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,782
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2024
Added 440.37%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
5,774
shares
|
$1.34 Million
0.13% of portfolio
|
Q3 2024
Added 4519.2%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
5,764
shares
|
$1.33 Million
1.09% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
5,757
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Added 2.44%
|