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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
32
shares
|
$7,195
0.02% of portfolio
|
Q1 2023
Reduced 96.61%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
30
shares
|
$6,746
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
30
shares
|
$6,746
0.0% of portfolio
|
Q3 2024
Added 500.0%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
30
shares
|
$6,746
0.0% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
30
shares
|
$6,746
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
30
shares
|
$6,746
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29
shares
|
$6,521
0.15% of portfolio
|
Q3 2024
Reduced 99.24%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
24
shares
|
$5,396
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
24
shares
|
$5,396
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
24
shares
|
$5,396
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
21
shares
|
$4,722
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
21
shares
|
$4,722
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
20
shares
|
$4,497
0.02% of portfolio
|
Q1 2024
Reduced 4.76%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
17
shares
|
$3,822
0.01% of portfolio
|
Q3 2022
Added 70.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
16
shares
|
$3,597
0.01% of portfolio
|
Q4 2024
Added 900.0%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
10
shares
|
$2,248
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
9
shares
|
$2,023
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
9
shares
|
$2,023
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8
shares
|
$1,798
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
8
shares
|
$1,798
0.0% of portfolio
|
Q1 2024
Reduced 99.82%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
7
shares
|
$1,574
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
7
shares
|
$1,574
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
6
shares
|
$1,349
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
5
shares
|
$1,124
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4
shares
|
$899
0.0% of portfolio
|
Q1 2021
New holding
|