--- title: "Harrell Investment Partners LLC Has $31.73 Million Stock Position in Broadcom Inc. $AVGO" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/281680322.md" description: "Harrell Investment Partners LLC reduced its stake in Broadcom Inc. (NASDAQ:AVGO) by 3.6% in Q4, holding 91,685 shares valued at $31.73 million. Other institutional investors also adjusted their positions, with Brighton Jones LLC increasing its holdings by 21.8%. Insider sales included significant transactions by CFO Kirsten M. Spears and insider S. Ram Velaga. Analyst ratings for Broadcom vary, with price targets ranging from $340 to $480, and an average rating of \"Moderate Buy.\"" datetime: "2026-04-04T09:13:29.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281680322.md) - [en](https://longbridge.com/en/news/281680322.md) - [zh-HK](https://longbridge.com/zh-HK/news/281680322.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/281680322.md) | [English](https://longbridge.com/en/news/281680322.md) # Harrell Investment Partners LLC Has $31.73 Million Stock Position in Broadcom Inc. $AVGO Harrell Investment Partners LLC reduced its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 3.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 91,685 shares of the semiconductor manufacturer's stock after selling 3,448 shares during the period. Broadcom comprises 7.5% of Harrell Investment Partners LLC's investment portfolio, making the stock its largest holding. Harrell Investment Partners LLC's holdings in Broadcom were worth $31,732,000 at the end of the most recent quarter. - As Tech Earnings Grow, This ETF Still Hasn't Caught Up Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in Broadcom by 21.8% during the 4th quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer's stock worth $6,882,000 after acquiring an additional 5,322 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in shares of Broadcom by 10.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer's stock valued at $1,854,000 after acquiring an additional 756 shares during the last quarter. United Bank lifted its holdings in shares of Broadcom by 76.5% during the first quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer's stock worth $392,000 after purchasing an additional 1,014 shares during the period. Sivia Capital Partners LLC lifted its holdings in shares of Broadcom by 10.1% during the second quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer's stock worth $3,499,000 after purchasing an additional 1,160 shares during the period. Finally, Capital & Planning LLC grew its stake in shares of Broadcom by 10.5% in the second quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer's stock worth $1,098,000 after purchasing an additional 378 shares during the last quarter. Institutional investors and hedge funds own 76.43% of the company's stock. ## Insider Buying and Selling In other Broadcom news, insider S. Ram Velaga sold 38,841 shares of the firm's stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total value of $12,491,265.60. Following the completion of the sale, the insider directly owned 96,147 shares in the company, valued at approximately $30,920,875.20. This trade represents a 28.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Kirsten M. Spears sold 36,292 shares of Broadcom stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total transaction of $11,671,507.20. Following the completion of the sale, the chief financial officer directly owned 327,760 shares of the company's stock, valued at approximately $105,407,616. This trade represents a 9.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 373,049 shares of company stock worth $123,024,715 over the last ninety days. 1.90% of the stock is owned by company insiders. ## Analyst Ratings Changes - Why Broadcom's $100B AI Revenue Forecast May Be Conservative A number of research firms recently weighed in on AVGO. Royal Bank Of Canada decreased their price objective on Broadcom from $370.00 to $340.00 and set a "sector perform" rating for the company in a report on Monday, March 2nd. Wall Street Zen upgraded Broadcom from a "hold" rating to a "buy" rating in a research report on Saturday, December 13th. Mizuho set a $480.00 price target on Broadcom and gave the company an "outperform" rating in a research note on Friday, January 9th. Wolfe Research upgraded Broadcom from a "peer perform" rating to an "outperform" rating and set a $400.00 price objective for the company in a research report on Friday, January 30th. Finally, Morgan Stanley lifted their price objective on Broadcom from $462.00 to $470.00 and gave the stock an "overweight" rating in a research note on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Broadcom currently has an average rating of "Moderate Buy" and an average target price of $435.30. **View Our Latest Report on AVGO** ## Trending Headlines about Broadcom - These Insider Trades Look Like Clear Signals—Until You Read the Fine Print Here are the key news stories impacting Broadcom this week: - Positive Sentiment: Five‑year, $970M blanket purchase agreement with the Defense Information Systems Agency (DISA) via partner Carahsoft boosts recurring software/government revenue visibility and demonstrates Broadcom’s traction in public‑sector contracts. Broadcom (AVGO) and Carahsoft Announce $970M BPA with DISA - Positive Sentiment: Appointment of Alphabet finance executive Amie Thuener as CFO (effective June 12) is framed as a governance/operational positive — adds Big Tech financial experience as Broadcom scales its AI chip and software businesses. Broadcom taps Alphabet executive Amie Thuener as next CFO - Positive Sentiment: High‑profile investor support: reports that Ray Dalio remains bullish on Broadcom add institutional endorsement to the AI/software growth narrative. Broadcom Inc. (AVGO): Billionaire Ray Dalio Continues to Be Bullish - Neutral Sentiment: Analyst and market commentary continues to emphasize Broadcom’s AI upside and long‑term moat, while noting the story is still early — supportive for sentiment but reliant on execution and product ramp. Broadcom's AI Story Is Still Early - Negative Sentiment: Broker downgrade: Erste Group cut AVGO from "buy" to "hold," which can pressure flows and investor conviction in the near term. Finviz / coverage note - Negative Sentiment: Insider selling: co‑founder Henry Samueli disclosed a record sale, drawing attention and potentially heightening investor caution about timing and valuation. What Henry Samueli’s Record Broadcom Sale Signals For AVGO Shareholders - Negative Sentiment: Macro/sector risk: recent chip‑stock selloff tied to geopolitical tensions (Iran conflict, supply‑chain concerns) and a post‑earnings pullback (Zacks notes a ~5.5% decline since results) weigh on short‑term performance. Nvidia, Broadcom Drop as Chip Stocks Sell Off. Why War Is Hitting Them So Hard. ## Broadcom Price Performance Shares of Broadcom stock opened at $314.55 on Friday. Broadcom Inc. has a one year low of $138.10 and a one year high of $414.61. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.90 and a quick ratio of 1.73. The stock's 50-day moving average is $324.73 and its 200 day moving average is $343.16. The firm has a market cap of $1.49 trillion, a price-to-earnings ratio of 61.44, a PEG ratio of 0.67 and a beta of 1.24. Broadcom (NASDAQ:AVGO - Get Free Report) last issued its earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share for the quarter, topping analysts' consensus estimates of $2.03 by $0.02. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The business had revenue of $19.31 billion during the quarter, compared to the consensus estimate of $19.10 billion. During the same period in the previous year, the company posted $1.60 earnings per share. The firm's revenue for the quarter was up 29.5% on a year-over-year basis. Equities research analysts anticipate that Broadcom Inc. will post 5.38 EPS for the current year. ## Broadcom Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd were paid a $0.65 dividend. The ex-dividend date was Monday, March 23rd. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. Broadcom's payout ratio is currently 50.78%. ## Broadcom Profile (Free Report) Broadcom Inc NASDAQ: AVGO is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company's semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia. On the semiconductor side, Broadcom's portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon. ## Featured Stories - Five stocks we like better than Broadcom **Want to see what other hedge funds are holding AVGO?** Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadcom Inc. (NASDAQ:AVGO - Free Report). _This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com._ ## Should You Invest $1,000 in Broadcom Right Now? Before you consider Broadcom, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Broadcom wasn't on the list. While Broadcom currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. 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