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
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.71K- 17.53% |
$274K - $429K
|
8.06K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-840- 0.24% |
$134K - $210K
|
346K
$67.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-345- 1.63% |
$55.1K - $86.3K
|
20.8K
$4.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-119- 3.22% |
$19K - $29.8K
|
3.58K
$700K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
27+ 0.18% |
$4.31K - $6.75K
|
15.2K
$2.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.52K+ 0.49% |
$403K - $631K
|
522K
$102M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
15+ 1.05% |
$2.4K - $3.75K
|
1.45K
$283K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-91- 6.23% |
$14.5K - $22.8K
|
1.37K
$268K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-508- 8.6% |
$81.1K - $127K
|
5.4K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-946- 17.99% |
$151K - $237K
|
4.31K
$843K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
18.8K+ 27.22% |
$3.01M - $4.71M
|
88K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
100+ 4.33% |
$16K - $25K
|
2.41K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.09K+ 8.06% |
$174K - $273K
|
14.6K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.49K+ 5.79% |
$238K - $373K
|
27.2K
$5.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-40- 0.67% |
$6.39K - $10K
|
5.97K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59.2K+ 1.56% |
$9.45M - $14.8M
|
3.86M
$755M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.9K+ 4.74% |
$2.06M - $3.23M
|
285K
$55.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
4.99KNew |
$797K - $1.25M
|
4.99K
$977K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
8.65KNew |
$1.38M - $2.16M
|
8.65K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-6.32K- 10.34% |
$1.01M - $1.58M
|
54.8K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.29% |
$2.08K - $3.25K
|
4.52K
$883K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
47+ 0.34% |
$7.5K - $11.8K
|
13.8K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.06K- 0.84% |
$170K - $266K
|
125K
$24.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
42+ 1.01% |
$6.71K - $10.5K
|
4.21K
$824K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-676- 7.01% |
$108K - $169K
|
8.96K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
451+ 6.46% |
$72K - $113K
|
7.43K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-60.8K- 19.37% |
$9.7M - $15.2M
|
253K
$49.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
32.4K+ 42.7% |
$5.18M - $8.1M
|
108K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
396K+ 30.69% |
$63.2M - $98.9M
|
1.68M
$329M
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
230KNew |
$36.7M - $57.5M
|
230K
$45M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-6.4K- 2.65% |
$1.02M - $1.6M
|
235K
$45.9M
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
12.1KNew |
$1.93M - $3.02M
|
12.1K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
130K+ 150.03% |
$20.8M - $32.5M
|
217K
$42.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
445K+ 18.34% |
$71M - $111M
|
2.87M
$561M
|
|
|
Feb 10, 2025
Q4 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
7.25K+ 0.76% |
$1.16M - $1.81M
|
958K
$187M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.08% |
$798 - $1.25K
|
6.46K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-319- 0.04% |
$50.9K - $79.8K
|
796K
$156M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
901New |
$144K - $225K
|
901
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-405- 20.91% |
$64.7K - $101K
|
1.53K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-235- 4.26% |
$37.5K - $58.8K
|
5.28K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.89K- 7.43% |
$301K - $472K
|
23.5K
$4.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.04K+ 4.29% |
$485K - $760K
|
73.9K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-4.94K- 2.74% |
$789K - $1.23M
|
175K
$34.3M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-211- 0.65% |
$33.7K - $52.8K
|
32.3K
$6.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5.63K- 4.76% |
$899K - $1.41M
|
113K
$22.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.9K- 1.57% |
$462K - $724K
|
182K
$35.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
235+ 25.27% |
$37.5K - $58.8K
|
1.17K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
434K+ 202.87% |
$69.3M - $108M
|
648K
$127M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.59K+ 2.41% |
$574K - $898K
|
152K
$29.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-177- 1.87% |
$28.3K - $44.3K
|
9.31K
$1.82M
|