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 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-18.4K- 30.62% |
$5.96M - $7.09M
|
41.6K
$14.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-39- 1.77% |
$12.7K - $15.1K
|
2.17K
$742K
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
8.18KNew |
$2.65M - $3.16M
|
8.18K
$2.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
129+ 3.26% |
$41.9K - $49.8K
|
4.09K
$1.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
BUY
|
- |
26+ 1.71% |
$8.44K - $10K
|
1.55K
$530K
|
|
|
Jan 12, 2026
Q4 2025
|
Viking Fund Management LLC
|
SELL
|
- |
-6K- 6.32% |
$1.95M - $2.32M
|
89K
$30.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-4.95K- 10.77% |
$1.61M - $1.91M
|
41K
$14M
|
|
|
Jan 12, 2026
Q4 2025
|
Eagle Capital Management, LLC
|
SELL
|
- |
-3.36K- 5.55% |
$1.09M - $1.3M
|
57.1K
$19.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-289- 2.82% |
$93.8K - $112K
|
9.97K
$3.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
167+ 10.92% |
$54.2K - $64.5K
|
1.7K
$581K
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.89KNew |
$938K - $1.12M
|
2.89K
$990K
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-15.4K- 18.24% |
$5.01M - $5.95M
|
69.1K
$23.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
688+ 20.93% |
$223K - $266K
|
3.98K
$1.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.21K+ 68.72% |
$392K - $465K
|
2.96K
$1.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-463- 4.37% |
$150K - $179K
|
10.1K
$3.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.22K+ 12.9% |
$397K - $472K
|
10.7K
$3.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 0.11% |
$8.12K - $9.65K
|
21.9K
$7.51M
|
|
|
Jan 12, 2026
Q4 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-7.17K- 11.69% |
$2.33M - $2.77M
|
54.1K
$18.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-9K- 18.91% |
$2.92M - $3.47M
|
38.6K
$13.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4- 0.07% |
$1.3K - $1.54K
|
5.37K
$1.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-1.7K- 13.4% |
$553K - $658K
|
11K
$3.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-1.5K- 25.88% |
$487K - $579K
|
4.3K
$1.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.69K+ 96.9% |
$548K - $651K
|
3.43K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
768+ 4.62% |
$249K - $296K
|
17.4K
$5.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-3.37K- 41.62% |
$1.09M - $1.3M
|
4.73K
$1.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-8.84K- 8.07% |
$2.87M - $3.41M
|
101K
$34.5M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.92K- 35.76% |
$947K - $1.13M
|
5.24K
$1.8M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-86- 0.91% |
$27.9K - $33.2K
|
9.4K
$3.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-6.39K- 2.59% |
$2.08M - $2.47M
|
240K
$82.3M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
SELL
|
- |
-15K- 9.13% |
$4.88M - $5.8M
|
150K
$51.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
27.2K+ 121.68% |
$8.83M - $10.5M
|
49.5K
$17M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
865+ 15.38% |
$281K - $334K
|
6.49K
$2.22M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.45K+ 1.95% |
$1.12M - $1.33M
|
180K
$61.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
2.5KNew |
$812K - $965K
|
2.5K
$857K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.29K- 3.42% |
$743K - $883K
|
64.7K
$22.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
299+ 106.03% |
$97.1K - $115K
|
581
$199K
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
SELL
|
- |
-10- 0.26% |
$3.25K - $3.86K
|
3.85K
$1.32M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.54K+ 67.54% |
$501K - $596K
|
3.83K
$1.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
161+ 2.33% |
$52.3K - $62.1K
|
7.08K
$2.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.61K- 4.36% |
$523K - $621K
|
35.3K
$12.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.47% |
$2.92K - $3.47K
|
1.91K
$653K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-57.7K- 7.54% |
$18.7M - $22.3M
|
707K
$242M
|
|
|
Jan 12, 2026
Q4 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-50- 2.83% |
$16.2K - $19.3K
|
1.72K
$588K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
250+ 2.2% |
$81.2K - $96.5K
|
11.6K
$3.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-329- 10.08% |
$107K - $127K
|
2.94K
$1.01M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
938+ 6.86% |
$305K - $362K
|
14.6K
$5M
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
621New |
$202K - $240K
|
621
$213K
|
|
|
Jan 12, 2026
Q4 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
SELL
|
- |
-3- 0.31% |
$974 - $1.16K
|
960
$329K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
SELL
|
- |
-6.42K- 0.87% |
$2.08M - $2.48M
|
731K
$251M
|
|
|
Jan 09, 2026
Q4 2025
|
Jvl Associates LLC
|
BUY
|
- |
223+ 11.6% |
$72.4K - $86.1K
|
2.15K
$735K
|
|