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
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.29% |
$2.08K - $3.25K
|
4.52K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
47+ 0.34% |
$7.5K - $11.8K
|
13.8K
$3.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.06K- 0.84% |
$170K - $266K
|
125K
$29.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
42+ 1.01% |
$6.71K - $10.5K
|
4.21K
$982K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-676- 7.01% |
$108K - $169K
|
8.96K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
451+ 6.46% |
$72K - $113K
|
7.43K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-60.8K- 19.37% |
$9.7M - $15.2M
|
253K
$59M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32.4K+ 42.7% |
$5.18M - $8.1M
|
108K
$25.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
396K+ 30.69% |
$63.2M - $98.9M
|
1.68M
$393M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
230KNew |
$36.7M - $57.5M
|
230K
$53.6M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-6.4K- 2.65% |
$1.02M - $1.6M
|
235K
$54.7M
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
12.1KNew |
$1.93M - $3.02M
|
12.1K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
130K+ 150.03% |
$20.8M - $32.5M
|
217K
$50.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
445K+ 18.34% |
$71M - $111M
|
2.87M
$669M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
7.25K+ 0.76% |
$1.16M - $1.81M
|
958K
$223M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.08% |
$798 - $1.25K
|
6.46K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-319- 0.04% |
$50.9K - $79.8K
|
796K
$185M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
901New |
$144K - $225K
|
901
$210K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-405- 20.91% |
$64.7K - $101K
|
1.53K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-235- 4.26% |
$37.5K - $58.8K
|
5.28K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.89K- 7.43% |
$301K - $472K
|
23.5K
$5.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.04K+ 4.29% |
$485K - $760K
|
73.9K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-4.94K- 2.74% |
$789K - $1.23M
|
175K
$40.9M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-211- 0.65% |
$33.7K - $52.8K
|
32.3K
$7.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5.63K- 4.76% |
$899K - $1.41M
|
113K
$26.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.9K- 1.57% |
$462K - $724K
|
182K
$42.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
235+ 25.27% |
$37.5K - $58.8K
|
1.17K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
434K+ 202.87% |
$69.3M - $108M
|
648K
$151M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.59K+ 2.41% |
$574K - $898K
|
152K
$35.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-177- 1.87% |
$28.3K - $44.3K
|
9.31K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-3- 0.17% |
$479 - $750
|
1.8K
$419K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
40New |
$6.39K - $10K
|
40
$9.32K
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
1.07KNew |
$171K - $268K
|
1.07K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-356- 6.37% |
$56.8K - $89K
|
5.23K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
3.28K+ 15.47% |
$523K - $819K
|
24.5K
$5.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 1.44% |
$181K - $284K
|
80.1K
$18.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-840- 6.39% |
$134K - $210K
|
12.3K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
330+ 0.69% |
$52.7K - $82.5K
|
48.4K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-443- 2.7% |
$70.7K - $111K
|
15.9K
$3.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
38+ 0.37% |
$6.07K - $9.5K
|
10.4K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
82.7KNew |
$13.2M - $20.7M
|
82.7K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
7.79K+ 72.49% |
$1.24M - $1.95M
|
18.5K
$4.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-135- 6.78% |
$21.6K - $33.8K
|
1.86K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.9K+ 22.79% |
$463K - $724K
|
15.6K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-15.9K- 6.08% |
$2.54M - $3.98M
|
246K
$57.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-69- 2.37% |
$11K - $17.3K
|
2.85K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-1.15K- 0.1% |
$184K - $288K
|
1.14M
$266M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
150+ 1.02% |
$24K - $37.5K
|
14.8K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
214K+ 61.95% |
$34.1M - $53.4M
|
559K
$130M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-300- 2.93% |
$47.9K - $75K
|
9.93K
$2.31M
|