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
|
Eastern Bank
|
SELL
|
- |
-29.7K- 5.19% |
$9.63M - $11.4M
|
542K
$186M
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-601- 18.89% |
$195K - $232K
|
2.58K
$884K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
9.08K+ 9.02% |
$2.95M - $3.5M
|
110K
$37.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-73- 1.56% |
$23.7K - $28.2K
|
4.6K
$1.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
409+ 3.76% |
$133K - $158K
|
11.3K
$3.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.02K+ 55.95% |
$657K - $781K
|
5.64K
$1.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
167+ 19.95% |
$54.2K - $64.5K
|
1K
$344K
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
BUY
|
- |
367+ 3.38% |
$119K - $142K
|
11.2K
$3.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-25- 15.15% |
$8.12K - $9.65K
|
140
$48K
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
197+ 2.33% |
$64K - $76K
|
8.67K
$2.97M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
323+ 23.7% |
$105K - $125K
|
1.69K
$578K
|
|
|
Jan 14, 2026
Q4 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
136+ 10.97% |
$44.1K - $52.5K
|
1.38K
$471K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
18+ 1.86% |
$5.84K - $6.95K
|
988
$339K
|
|
|
Jan 14, 2026
Q4 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-334- 17.67% |
$108K - $129K
|
1.56K
$533K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
653New |
$212K - $252K
|
653
$224K
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-6.28K- 8.18% |
$2.04M - $2.42M
|
70.5K
$24.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
3.04K+ 82.84% |
$986K - $1.17M
|
6.7K
$2.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
319+ 17.23% |
$104K - $123K
|
2.17K
$744K
|
|
|
Jan 14, 2026
Q4 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-816- 3.37% |
$265K - $315K
|
23.4K
$8.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
53+ 0.05% |
$17.2K - $20.5K
|
108K
$37M
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-381- 33.07% |
$124K - $147K
|
771
$264K
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-130- 2.02% |
$42.2K - $50.2K
|
6.32K
$2.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.74K- 22.68% |
$565K - $671K
|
5.93K
$2.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
26+ 15.29% |
$8.44K - $10K
|
196
$67.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
11+ 4.4% |
$3.57K - $4.25K
|
261
$89.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-6.59K- 8.46% |
$2.14M - $2.54M
|
71.2K
$24.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-258- 7.76% |
$83.8K - $99.6K
|
3.07K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-93- 4.13% |
$30.2K - $35.9K
|
2.16K
$740K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
38+ 1.01% |
$12.3K - $14.7K
|
3.79K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-30.7K- 6.05% |
$9.97M - $11.9M
|
477K
$163M
|
|
|
Jan 14, 2026
Q4 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
131+ 3.21% |
$42.5K - $50.6K
|
4.21K
$1.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.33K- 8.22% |
$432K - $513K
|
14.8K
$5.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
130+ 5.3% |
$42.2K - $50.2K
|
2.58K
$885K
|
|
|
Jan 14, 2026
Q4 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
7+ 0.15% |
$2.27K - $2.7K
|
4.76K
$1.63M
|
|
|
Jan 14, 2026
Q4 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-220- 13.57% |
$71.4K - $84.9K
|
1.4K
$480K
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
11+ 0.18% |
$3.57K - $4.25K
|
6.05K
$2.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-16- 0.42% |
$5.19K - $6.18K
|
3.83K
$1.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-534- 3.07% |
$173K - $206K
|
16.9K
$5.78M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
249+ 5.13% |
$80.8K - $96.1K
|
5.11K
$1.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-143- 18.82% |
$46.4K - $55.2K
|
617
$211K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
472+ 10.94% |
$153K - $182K
|
4.79K
$1.64M
|
|
|
Jan 14, 2026
Q4 2025
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-97- 1.23% |
$31.5K - $37.4K
|
7.77K
$2.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
83+ 0.43% |
$26.9K - $32K
|
19.4K
$6.65M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
165+ 3.68% |
$53.6K - $63.7K
|
4.64K
$1.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
943+ 37.08% |
$306K - $364K
|
3.49K
$1.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-8.6K- 2.91% |
$2.79M - $3.32M
|
287K
$98.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
971+ 10.66% |
$315K - $375K
|
10.1K
$3.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
41+ 5.92% |
$13.3K - $15.8K
|
734
$252K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-56.2K- 11.41% |
$18.3M - $21.7M
|
437K
$150M
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
90.1K+ 25.57% |
$29.2M - $34.8M
|
442K
$152M
|
|