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 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
203+ 1.34% |
$65.9K - $78.4K
|
15.3K
$5.25M
|
|
|
Jan 08, 2026
Q4 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-242- 10.87% |
$78.6K - $93.4K
|
1.99K
$680K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.92K- 5.0% |
$949K - $1.13M
|
55.5K
$19M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-27.1K- 12.53% |
$8.78M - $10.4M
|
189K
$64.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-140- 0.67% |
$45.4K - $54K
|
20.9K
$7.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
31+ 0.22% |
$10.1K - $12K
|
14.3K
$4.89M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-176- 16.79% |
$57.1K - $67.9K
|
872
$299K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
32+ 3.0% |
$10.4K - $12.4K
|
1.1K
$376K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
SELL
|
- |
-946- 15.9% |
$307K - $365K
|
5K
$1.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-25- 2.46% |
$8.12K - $9.65K
|
990
$339K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-60- 1.53% |
$19.5K - $23.2K
|
3.85K
$1.32M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
720+ 8.06% |
$234K - $278K
|
9.65K
$3.31M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
48+ 0.81% |
$15.6K - $18.5K
|
6.01K
$2.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
3.54K+ 4.13% |
$1.15M - $1.37M
|
89.2K
$30.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
734+ 8.69% |
$238K - $283K
|
9.19K
$3.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
265+ 22.65% |
$86K - $102K
|
1.44K
$492K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
3+ 0.28% |
$974 - $1.16K
|
1.08K
$369K
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-65- 4.76% |
$21.1K - $25.1K
|
1.3K
$446K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-988- 1.64% |
$321K - $381K
|
59.1K
$20.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.07K+ 164.46% |
$347K - $413K
|
1.72K
$589K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$649 - $772
|
4.82K
$1.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-716- 39.34% |
$232K - $276K
|
1.1K
$378K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-135- 12.74% |
$43.8K - $52.1K
|
925
$317K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.09K- 7.9% |
$680K - $808K
|
24.4K
$8.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
31+ 21.09% |
$10.1K - $12K
|
178
$61K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.61K+ 8.7% |
$1.17M - $1.39M
|
45.1K
$15.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.78K- 23.31% |
$1.55M - $1.85M
|
15.7K
$5.39M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.27K- 4.22% |
$1.39M - $1.65M
|
97K
$33.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-504- 28.77% |
$164K - $195K
|
1.25K
$428K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-4.52K- 20.25% |
$1.47M - $1.74M
|
17.8K
$6.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-46- 1.26% |
$14.9K - $17.8K
|
3.59K
$1.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-29- 0.96% |
$9.41K - $11.2K
|
2.99K
$1.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.02K- 15.95% |
$329K - $392K
|
5.35K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
547+ 34.0% |
$178K - $211K
|
2.16K
$739K
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-640- 11.57% |
$208K - $247K
|
4.89K
$1.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
29+ 2.18% |
$9.41K - $11.2K
|
1.36K
$465K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
1.05KNew |
$342K - $406K
|
1.05K
$361K
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-27- 2.05% |
$8.77K - $10.4K
|
1.29K
$442K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
818New |
$266K - $316K
|
818
$280K
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.12K+ 11.62% |
$364K - $432K
|
10.8K
$3.69M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
4.21KNew |
$1.37M - $1.62M
|
4.21K
$1.44M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
1.19K+ 2.55% |
$385K - $457K
|
47.7K
$16.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.43K+ 7.82% |
$788K - $937K
|
33.5K
$11.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-55.3K- 37.7% |
$18M - $21.4M
|
91.5K
$31.3M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-213- 11.81% |
$69.1K - $82.2K
|
1.59K
$545K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
254+ 8.13% |
$82.5K - $98K
|
3.38K
$1.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-50- 0.65% |
$16.2K - $19.3K
|
7.61K
$2.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1.48K- 10.23% |
$481K - $572K
|
13K
$4.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
66+ 9.79% |
$21.4K - $25.5K
|
740
$254K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
277+ 5.15% |
$89.9K - $107K
|
5.66K
$1.94M
|
|