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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-10- 0.08% |
$1.6K - $2.5K
|
12.7K
$2.97M
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-2.1K- 6.66% |
$335K - $525K
|
29.4K
$6.86M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.22K- 44.67% |
$673K - $1.05M
|
5.22K
$1.22M
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-82- 0.54% |
$13.1K - $20.5K
|
15.1K
$3.53M
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-250- 0.57% |
$39.9K - $62.5K
|
43.9K
$10.2M
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
2.76KNew |
$441K - $691K
|
2.76K
$644K
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
500New |
$79.8K - $125K
|
500
$117K
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
36+ 0.83% |
$5.75K - $9K
|
4.36K
$1.02M
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
985New |
$157K - $246K
|
985
$230K
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
60+ 1.81% |
$9.58K - $15K
|
3.37K
$785K
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
153K+ 273650.0% |
$24.5M - $38.3M
|
153K
$35.7M
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.65KNew |
$263K - $413K
|
1.65K
$385K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-376- 16.82% |
$60K - $94K
|
1.86K
$433K
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.31K+ 34.85% |
$369K - $578K
|
8.94K
$2.08M
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
687+ 7.38% |
$110K - $172K
|
9.99K
$2.33M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
863+ 0.88% |
$138K - $216K
|
99K
$23.1M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.45K+ 13.77% |
$551K - $863K
|
28.5K
$6.64M
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-17.6K- 33.82% |
$2.81M - $4.4M
|
34.5K
$8.03M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13+ 1.26% |
$2.08K - $3.25K
|
1.04K
$243K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
840+ 254.55% |
$134K - $210K
|
1.17K
$273K
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
4.63KNew |
$739K - $1.16M
|
4.63K
$1.08M
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
BUY
|
- |
600+ 46.51% |
$95.8K - $150K
|
1.89K
$440K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
112+ 0.49% |
$17.9K - $28K
|
22.8K
$5.31M
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
995+ 5.73% |
$159K - $249K
|
18.4K
$4.28M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
360+ 0.96% |
$57.5K - $90K
|
37.9K
$8.82M
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
815+ 15.92% |
$130K - $204K
|
5.94K
$1.38M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
104K+ 4.19% |
$16.6M - $26M
|
2.58M
$602M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.82K+ 6.32% |
$291K - $456K
|
30.7K
$7.15M
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-7.96K- 9.89% |
$1.27M - $1.99M
|
72.5K
$16.9M
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
1.63KNew |
$260K - $407K
|
1.63K
$379K
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
369+ 7.77% |
$58.9K - $92.3K
|
5.12K
$1.19M
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
7.76KNew |
$1.24M - $1.94M
|
7.76K
$1.81M
|
|
Feb 10, 2025
Q4 2024
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
132KNew |
$21M - $32.9M
|
132K
$30.6M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
42.9K+ 7.92% |
$6.85M - $10.7M
|
585K
$136M
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.71K- 17.53% |
$274K - $429K
|
8.06K
$1.88M
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-840- 0.24% |
$134K - $210K
|
346K
$80.7M
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-345- 1.63% |
$55.1K - $86.3K
|
20.8K
$4.84M
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-119- 3.22% |
$19K - $29.8K
|
3.58K
$834K
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
27+ 0.18% |
$4.31K - $6.75K
|
15.2K
$3.55M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.52K+ 0.49% |
$403K - $631K
|
522K
$122M
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
15+ 1.05% |
$2.4K - $3.75K
|
1.45K
$338K
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-91- 6.23% |
$14.5K - $22.8K
|
1.37K
$319K
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-508- 8.6% |
$81.1K - $127K
|
5.4K
$1.26M
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-946- 17.99% |
$151K - $237K
|
4.31K
$1M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
18.8K+ 27.22% |
$3.01M - $4.71M
|
88K
$20.5M
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
100+ 4.33% |
$16K - $25K
|
2.41K
$561K
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.09K+ 8.06% |
$174K - $273K
|
14.6K
$3.41M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.49K+ 5.79% |
$238K - $373K
|
27.2K
$6.35M
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-40- 0.67% |
$6.39K - $10K
|
5.97K
$1.39M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59.2K+ 1.56% |
$9.45M - $14.8M
|
3.86M
$899M
|