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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
5,748
shares
|
$1.33 Million
0.09% of portfolio
|
Q4 2024
Reduced 23.77%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
5,745
shares
|
$1.33 Million
0.15% of portfolio
|
Q3 2024
Added 807.58%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
5,743
shares
|
$1.33 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,738
shares
|
$1.33 Million
0.4% of portfolio
|
Q3 2023
Reduced 36.75%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
5,738
shares
|
$1.33 Million
0.21% of portfolio
|
Q2 2024
Reduced 92.24%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
5,730
shares
|
$1.33 Million
0.29% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,729
shares
|
$1.33 Million
0.32% of portfolio
|
Q4 2024
Reduced 25.73%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
5,716
shares
|
$1.32 Million
0.64% of portfolio
|
Q3 2024
Added 901.05%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
5,713
shares
|
$1.32 Million
0.1% of portfolio
|
Q2 2024
Added 37.0%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
5,712
shares
|
$1.32 Million
0.2% of portfolio
|
Q4 2024
Added 49.26%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,688
shares
|
$1.32 Million
0.17% of portfolio
|
Q1 2024
Reduced 12.14%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,671
shares
|
$1.31 Million
0.19% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
5,670
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
Added 912.5%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,664
shares
|
$1.31 Million
0.15% of portfolio
|
Q4 2024
Reduced 64.46%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
5,654
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2024
Reduced 29.29%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
5,642
shares
|
$1.31 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
5,636
shares
|
$1.3 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
5,614
shares
|
$1.3 Million
0.49% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
5,604
shares
|
$1.3 Million
0.48% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Guild Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,600
shares
|
$1.3 Million
1.05% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
5,600
shares
|
$1.3 Million
0.56% of portfolio
|
Q3 2024
Added 849.15%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
5,597
shares
|
$1.29 Million
0.3% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
5,588
shares
|
$1.29 Million
0.37% of portfolio
|
Q3 2024
Added 861.79%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,588
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
5,586
shares
|
$1.29 Million
0.41% of portfolio
|
Q3 2024
Added 957.95%
|