Institutional Investors Increase Holdings in Broadcom Shares
Monograph Wealth Advisors LLC acquired 9,694 shares of Broadcom Inc. (NASDAQ:AVGO) in the first quarter, a purchase valued at roughly $3 million. Compound Planning Inc. raised its Broadcom position by 5.4%, ending the quarter with 133,261 shares worth about $41.2 million, representing roughly 1.3% of its portfolio. Both filings note that hedge funds and other institutional investors now own about 76.4% of Broadcom’s outstanding stock. The disclosures also reference other recent moves, including sizable increases by Bartlett & Co. Wealth Management LLC and Sovran Advisors LLC. Analysts continue to cite Broadcom as a strong AI‑infrastructure name, highlighting durable AI bookings and long‑term customer commitments.
These share‑ownership updates come as Broadcom remains a focal point for investors seeking exposure to data‑center networking and semiconductor growth, with the company’s performance closely watched after recent earnings reports and sector commentary.
Entities: Bartlett & Co. Wealth Management LLC · Broadcom Inc. · Compound Planning Inc. · Harry L. You · Monograph Wealth Advisors LLC