Latest Institutional Transactions on Broadcom Inc. (AVGO)
This table provides information on the latest institutional transactions involving Broadcom Inc. (AVGO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
45+ 0.22% |
$14.6K - $17.4K
|
20.8K
$7.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
46+ 0.3% |
$14.9K - $17.8K
|
15.6K
$5.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
6.15KNew |
$2M - $2.37M
|
6.15K
$2.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.84K- 4.36% |
$1.57M - $1.87M
|
106K
$36.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.49K- 1.99% |
$808K - $961K
|
122K
$42M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
106+ 1.67% |
$34.4K - $40.9K
|
6.46K
$2.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.08K+ 36.65% |
$998K - $1.19M
|
11.5K
$3.93M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-66- 4.65% |
$21.4K - $25.5K
|
1.35K
$463K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-734- 17.7% |
$238K - $283K
|
3.41K
$1.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-46- 0.46% |
$14.9K - $17.8K
|
9.97K
$3.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
55+ 6.09% |
$17.9K - $21.2K
|
958
$328K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-468- 2.0% |
$152K - $181K
|
22.9K
$7.85M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.47K+ 5.09% |
$802K - $954K
|
51K
$17.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
55+ 1.86% |
$17.9K - $21.2K
|
3.01K
$1.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
SELL
|
- |
-13.7K- 31.51% |
$4.44M - $5.27M
|
29.7K
$10.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
74+ 1.61% |
$24K - $28.6K
|
4.68K
$1.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
233+ 4.19% |
$75.6K - $89.9K
|
5.79K
$1.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-4.23K- 1.97% |
$1.37M - $1.63M
|
210K
$72M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.72K- 1.52% |
$559K - $665K
|
112K
$38.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-593- 4.18% |
$193K - $229K
|
13.6K
$4.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-23.6K- 16.73% |
$7.67M - $9.12M
|
118K
$40.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
14+ 0.21% |
$4.54K - $5.4K
|
6.74K
$2.31M
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
109+ 0.97% |
$35.4K - $42.1K
|
11.3K
$3.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
574+ 22.49% |
$186K - $222K
|
3.13K
$1.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-284- 9.11% |
$92.2K - $110K
|
2.83K
$970K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.23K+ 0.87% |
$724K - $861K
|
257K
$88.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-2.08K- 11.31% |
$676K - $803K
|
16.3K
$5.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
207+ 22.87% |
$67.2K - $79.9K
|
1.11K
$381K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
614+ 36.18% |
$199K - $237K
|
2.31K
$792K
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
496+ 2.84% |
$161K - $191K
|
18K
$6.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-94- 12.81% |
$30.5K - $36.3K
|
640
$219K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-4.27K- 13.66% |
$1.39M - $1.65M
|
27K
$9.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
9.86K+ 35.79% |
$3.2M - $3.81M
|
37.4K
$12.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
PUT |
6KNew |
$1.95M - $2.32M
|
6K
$2.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
585+ 9.14% |
$190K - $226K
|
6.98K
$2.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-30- 4.18% |
$9.74K - $11.6K
|
687
$235K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.75K+ 58.15% |
$1.54M - $1.83M
|
12.9K
$4.42M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-4.65K- 25.63% |
$1.51M - $1.79M
|
13.5K
$4.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-584- 5.74% |
$190K - $225K
|
9.59K
$3.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-123- 1.88% |
$39.9K - $47.5K
|
6.4K
$2.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-493- 0.63% |
$160K - $190K
|
77.3K
$26.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
936New |
$304K - $361K
|
936
$321K
|
|
|
Jan 14, 2026
Q4 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
263+ 22.91% |
$85.4K - $102K
|
1.41K
$483K
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
1.4KNew |
$454K - $540K
|
1.4K
$480K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.48K+ 126.46% |
$1.13M - $1.34M
|
6.23K
$2.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
51+ 1.51% |
$16.6K - $19.7K
|
3.44K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
BUY
|
- |
978+ 5.17% |
$317K - $377K
|
19.9K
$6.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-95- 2.27% |
$30.8K - $36.7K
|
4.09K
$1.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.07KNew |
$1.32M - $1.57M
|
4.07K
$1.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-16- 0.69% |
$5.19K - $6.18K
|
2.3K
$787K
|
|