Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 3,970 institutions that hold shares in the stock, with a total of 3 Billion shares, which have been reported (via 13F filing form) to have a value of $675 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
76
shares
|
$17,090
0.0% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
76
shares
|
$17,090
0.01% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
76
shares
|
$17,090
0.0% of portfolio
|
Q1 2021
Added 375.0%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
70
shares
|
$15,740
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
70
shares
|
$15,740
0.13% of portfolio
|
Q2 2023
Added 7.69%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
70
shares
|
$15,740
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
70
shares
|
$15,740
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
70
shares
|
$15,740
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
70
shares
|
$15,740
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
67
shares
|
$15,066
0.01% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
60
shares
|
$13,492
0.01% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
60
shares
|
$13,492
0.0% of portfolio
|
Q3 2024
Added 1400.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
60
shares
|
$13,492
0.01% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
60
shares
|
$13,492
0.0% of portfolio
|
Q3 2024
Added 2900.0%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
58
shares
|
$13,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
56
shares
|
$12,592
0.0% of portfolio
|
Q2 2024
Added 19900.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
53
shares
|
$11,918
0.01% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
50
shares
|
$11,243
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$11,243
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
50
shares
|
$11,243
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
50
shares
|
$11,243
0.01% of portfolio
|
Q2 2024
Added 900.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
43
shares
|
$9,669
0.02% of portfolio
|
Q3 2024
Added 207.14%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
42
shares
|
$9,444
0.01% of portfolio
|
Q4 2024
Reduced 47.5%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
40
shares
|
$8,994
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Nov 13, 2024 Q3 2024 |
37
shares
|
$8,320
0.01% of portfolio
|
Q3 2024
New holding
|