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 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
166+ 1.87% |
$26.5K - $41.5K
|
9.05K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
208+ 1.21% |
$33.2K - $52K
|
17.4K
$4.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.95K- 11.3% |
$471K - $738K
|
23.2K
$5.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.83K+ 2.98% |
$293K - $458K
|
63.3K
$15.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
25.3K+ 71.72% |
$4.04M - $6.33M
|
60.6K
$14.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-300- 13.33% |
$47.9K - $75K
|
1.95K
$469K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
241+ 0.63% |
$38.5K - $60.3K
|
38.7K
$9.3M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.13K+ 1.31% |
$339K - $532K
|
165K
$39.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-217- 9.33% |
$34.6K - $54.3K
|
2.11K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-1.04K- 1.92% |
$166K - $260K
|
53.2K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
16+ 0.61% |
$2.55K - $4K
|
2.63K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
756+ 1.61% |
$121K - $189K
|
47.7K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.36KNew |
$217K - $340K
|
1.36K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.29K- 5.43% |
$206K - $323K
|
22.5K
$5.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
SELL
|
- |
-4.6K- 4.06% |
$734K - $1.15M
|
109K
$26.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
225+ 0.92% |
$35.9K - $56.3K
|
24.6K
$5.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-115- 2.76% |
$18.4K - $28.8K
|
4.06K
$975K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
227+ 11.16% |
$36.2K - $56.8K
|
2.26K
$543K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
525+ 6.32% |
$83.8K - $131K
|
8.83K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-253- 4.2% |
$40.4K - $63.3K
|
5.76K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-8- 0.46% |
$1.28K - $2K
|
1.72K
$414K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
12KNew |
$1.91M - $2.99M
|
12K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.29KNew |
$206K - $323K
|
1.29K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
512+ 0.32% |
$81.8K - $128K
|
160K
$38.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.25K+ 23.15% |
$200K - $313K
|
6.65K
$1.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-41- 1.76% |
$6.55K - $10.3K
|
2.28K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
608+ 2.6% |
$97.1K - $152K
|
24K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-6.42K- 6.62% |
$1.03M - $1.61M
|
90.6K
$21.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-768- 2.08% |
$123K - $192K
|
36.1K
$8.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.06K- 2.07% |
$169K - $265K
|
50.1K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
57+ 0.83% |
$9.1K - $14.3K
|
6.9K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.8K+ 147.7% |
$287K - $450K
|
3.02K
$725K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.76K- 13.6% |
$281K - $439K
|
11.2K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-267- 17.23% |
$42.6K - $66.8K
|
1.28K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
39.3KNew |
$6.27M - $9.81M
|
39.3K
$9.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
609+ 1.71% |
$97.2K - $152K
|
36.3K
$8.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
45+ 3.54% |
$7.19K - $11.3K
|
1.32K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.19K+ 18.69% |
$349K - $547K
|
13.9K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-30- 0.24% |
$4.79K - $7.5K
|
12.6K
$3.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
56.7K+ 9.48% |
$9.06M - $14.2M
|
655K
$157M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-130K- 24.5% |
$20.7M - $32.4M
|
399K
$96M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-4.81K- 55.89% |
$768K - $1.2M
|
3.8K
$912K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-4.65K- 3.28% |
$742K - $1.16M
|
137K
$32.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
78+ 0.82% |
$12.5K - $19.5K
|
9.59K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.47K+ 25.02% |
$395K - $619K
|
12.4K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
10K+ 71.43% |
$1.6M - $2.5M
|
24K
$5.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
237+ 1.17% |
$37.8K - $59.3K
|
20.5K
$4.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
157+ 2.09% |
$25.1K - $39.3K
|
7.68K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-294- 1.33% |
$46.9K - $73.5K
|
21.8K
$5.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.49K+ 4.53% |
$238K - $373K
|
34.4K
$8.27M
|