Institutional Ownership Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO). We have compiled data on the 4,219 institutions that hold shares in the stock, with a total of 3.11 Billion shares, which have been reported (via 13F filing form) to have a value of $711 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
80
shares
|
$18,298
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
80
shares
|
$18,298
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
78
shares
|
$17,840
0.01% of portfolio
|
Q3 2024
Added 875.0%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
77
shares
|
$17,612
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
77
shares
|
$17,612
1.65% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
76
shares
|
$17,383
0.0% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
76
shares
|
$17,383
0.01% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
76
shares
|
$17,383
0.0% of portfolio
|
Q1 2021
Added 375.0%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
70
shares
|
$16,011
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
70
shares
|
$16,011
0.13% of portfolio
|
Q2 2023
Added 7.69%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
70
shares
|
$16,011
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
70
shares
|
$16,011
0.0% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
70
shares
|
$16,011
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
70
shares
|
$16,011
0.02% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
70
shares
|
$16,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
67
shares
|
$15,324
0.01% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
62
shares
|
$14,181
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
60
shares
|
$13,723
0.01% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
60
shares
|
$13,723
0.01% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
60
shares
|
$13,723
0.0% of portfolio
|
Q3 2024
Added 2900.0%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
58
shares
|
$13,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
53
shares
|
$12,122
0.01% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
50
shares
|
$11,436
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
50
shares
|
$11,436
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
50
shares
|
$11,436
0.01% of portfolio
|
Q2 2024
Added 900.0%
|