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 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
45+ 2.74% |
$7.19K - $11.3K
|
1.69K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100+ 2.92% |
$16K - $25K
|
3.52K
$827K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
166New |
$26.5K - $41.5K
|
166
$39K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-929- 4.24% |
$148K - $232K
|
21K
$4.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-4.33K- 61.35% |
$692K - $1.08M
|
2.73K
$641K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.8K- 6.58% |
$606K - $949K
|
53.9K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
47+ 0.88% |
$7.5K - $11.8K
|
5.39K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.29K+ 20.54% |
$366K - $573K
|
13.5K
$3.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
563+ 4.04% |
$89.9K - $141K
|
14.5K
$3.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-50- 4.31% |
$7.98K - $12.5K
|
1.11K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
15.4K+ 5.4% |
$2.46M - $3.86M
|
301K
$70.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
128+ 0.13% |
$20.4K - $32K
|
95.6K
$22.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.36K- 10.1% |
$536K - $839K
|
29.9K
$7.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-395- 1.19% |
$63.1K - $98.8K
|
32.7K
$7.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
564+ 15.67% |
$90.1K - $141K
|
4.16K
$979K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
171+ 3.25% |
$27.3K - $42.8K
|
5.43K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
13+ 0.31% |
$2.08K - $3.25K
|
4.17K
$980K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.9K+ 14.52% |
$2.86M - $4.48M
|
141K
$33.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-6.74K- 29.59% |
$1.08M - $1.69M
|
16K
$3.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.5K+ 132.08% |
$4.55M - $7.12M
|
50K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
230+ 0.57% |
$36.7K - $57.5K
|
40.4K
$9.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-124- 1.54% |
$19.8K - $31K
|
7.9K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
31+ 0.2% |
$4.95K - $7.75K
|
15.2K
$3.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
892+ 10.63% |
$142K - $223K
|
9.28K
$2.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.6K- 11.35% |
$255K - $399K
|
12.5K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-447- 2.12% |
$71.4K - $112K
|
20.7K
$4.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
507+ 8.22% |
$81K - $127K
|
6.68K
$1.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
383+ 2.37% |
$61.2K - $95.8K
|
16.5K
$3.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-16.9K- 9.67% |
$2.69M - $4.22M
|
157K
$37M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-806- 0.79% |
$129K - $202K
|
101K
$23.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
54+ 12.0% |
$8.62K - $13.5K
|
504
$118K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
123+ 0.64% |
$19.6K - $30.8K
|
19.3K
$4.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-237- 1.05% |
$37.8K - $59.3K
|
22.3K
$5.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
311+ 25.47% |
$49.7K - $77.8K
|
1.53K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.07K+ 10.71% |
$330K - $517K
|
21.4K
$5.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
10.8K+ 5.87% |
$1.72M - $2.69M
|
194K
$45.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
232+ 9.09% |
$37K - $58K
|
2.78K
$654K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
140+ 0.52% |
$22.4K - $35K
|
27.3K
$6.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
644+ 18.45% |
$103K - $161K
|
4.14K
$972K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-895- 8.33% |
$143K - $224K
|
9.85K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.34KNew |
$373K - $584K
|
2.34K
$549K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-45- 1.97% |
$7.19K - $11.3K
|
2.24K
$526K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
554+ 3.64% |
$88.5K - $139K
|
15.8K
$3.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-600- 36.59% |
$95.8K - $150K
|
1.04K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
566+ 9.42% |
$90.4K - $142K
|
6.58K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-656- 0.93% |
$105K - $164K
|
69.7K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.94KNew |
$469K - $735K
|
2.94K
$691K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-748- 2.03% |
$119K - $187K
|
36.1K
$8.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-2.95K- 1.01% |
$472K - $739K
|
288K
$67.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-73- 2.9% |
$11.7K - $18.3K
|
2.45K
$575K
|