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 |
|---|---|---|---|---|---|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
5,580
shares
|
$1.29 Million
0.46% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
5,578
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2024
Added 843.82%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,575
shares
|
$1.29 Million
0.48% of portfolio
|
Q4 2023
Added 1.57%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,571
shares
|
$1.29 Million
0.2% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,569
shares
|
$1.29 Million
0.1% of portfolio
|
Q3 2024
Added 518.78%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
5,547
shares
|
$1.28 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,540
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
5,528
shares
|
$1.28 Million
0.33% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
5,527
shares
|
$1.28 Million
0.31% of portfolio
|
Q4 2024
Added 22.09%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
5,525
shares
|
$1.28 Million
0.42% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
5,514
shares
|
$1.28 Million
0.71% of portfolio
|
Q3 2024
Added 26.58%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
5,508
shares
|
$1.27 Million
0.42% of portfolio
|
Q4 2024
Reduced 52.26%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
5,497
shares
|
$1.27 Million
0.29% of portfolio
|
Q4 2024
Reduced 50.13%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
5,480
shares
|
$1.27 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Notis Mc Conarty Edward
|
Nov 12, 2024 Q3 2024 |
5,475
shares
|
$1.27 Million
0.43% of portfolio
|
Q3 2024
Added 406.94%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
5,453
shares
|
$1.26 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
5,440
shares
|
$1.26 Million
0.22% of portfolio
|
Q2 2024
Added 1082.61%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,437
shares
|
$1.26 Million
0.28% of portfolio
|
Q3 2024
Added 890.35%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
5,430
shares
|
$1.26 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,429
shares
|
$1.26 Million
0.19% of portfolio
|
Q2 2022
Added 19.58%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
5,428
shares
|
$1.26 Million
0.99% of portfolio
|
Q4 2024
Added 23.14%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,428
shares
|
$1.26 Million
0.67% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,427
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
5,425
shares
|
$1.26 Million
0.33% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
5,420
shares
|
$1.25 Million
0.23% of portfolio
|
Q3 2024
Added 857.6%
|