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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
4+ 0.19% |
$1.06K - $1.48K
|
2.12K
$727K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
203+ 10.33% |
$53.7K - $75K
|
2.17K
$743K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
560+ 14.29% |
$148K - $207K
|
4.48K
$1.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
98+ 1.36% |
$25.9K - $36.2K
|
7.3K
$2.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-16- 0.01% |
$4.24K - $5.91K
|
150K
$51.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
971New |
$257K - $359K
|
971
$333K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.41K+ 236.12% |
$903K - $1.26M
|
4.86K
$1.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
265+ 6.89% |
$70.2K - $97.9K
|
4.11K
$1.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.03K+ 53.0% |
$274K - $382K
|
2.99K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.8K+ 5.54% |
$476K - $664K
|
34.3K
$11.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
248+ 6.75% |
$65.7K - $91.7K
|
3.92K
$1.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.29K+ 9.06% |
$340K - $475K
|
15.5K
$5.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-205- 3.02% |
$54.3K - $75.8K
|
6.59K
$2.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-5.49K- 78.25% |
$1.45M - $2.03M
|
1.53K
$523K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-258- 5.82% |
$68.3K - $95.3K
|
4.18K
$1.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-42- 4.11% |
$11.1K - $15.5K
|
979
$335K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
503+ 11.51% |
$133K - $186K
|
4.87K
$1.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
149+ 87.13% |
$39.4K - $55.1K
|
320
$110K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-464- 2.83% |
$123K - $171K
|
15.9K
$5.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-186- 2.55% |
$49.2K - $68.7K
|
7.11K
$2.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-152- 0.16% |
$40.2K - $56.2K
|
95.1K
$32.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
149+ 5.42% |
$39.4K - $55.1K
|
2.9K
$993K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
787New |
$208K - $291K
|
787
$270K
|
|
|
Oct 24, 2025
Q3 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-6.45K- 9.0% |
$1.71M - $2.38M
|
65.2K
$22.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
627New |
$166K - $232K
|
627
$215K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
619New |
$164K - $229K
|
619
$212K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-289- 4.24% |
$76.5K - $107K
|
6.52K
$2.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
2.05K+ 1.51% |
$543K - $758K
|
138K
$47.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
40+ 4.83% |
$10.6K - $14.8K
|
868
$297K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.83KNew |
$484K - $676K
|
1.83K
$626K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-26.1K- 0.66% |
$6.91M - $9.64M
|
3.91M
$1.34B
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-936- 8.45% |
$248K - $346K
|
10.1K
$3.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.39KNew |
$368K - $514K
|
1.39K
$476K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
40KNew |
$10.6M - $14.8M
|
40K
$13.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
377New |
$99.8K - $139K
|
377
$129K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
5.79K+ 26.29% |
$1.53M - $2.14M
|
27.8K
$9.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Westwood Wealth Management
|
SELL
|
- |
-19.4K- 32.67% |
$5.14M - $7.17M
|
40K
$13.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
5.39K+ 5.11% |
$1.43M - $1.99M
|
111K
$38M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-6- 0.32% |
$1.59K - $2.22K
|
1.84K
$631K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.3K+ 1298.74% |
$2.73M - $3.81M
|
11.1K
$3.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
13.7K+ 5.21% |
$3.63M - $5.06M
|
277K
$94.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
51.2K+ 99.34% |
$13.6M - $18.9M
|
103K
$35.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-57- 1.19% |
$15.1K - $21.1K
|
4.75K
$1.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
408+ 17.89% |
$108K - $151K
|
2.69K
$921K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-15K- 9.06% |
$3.98M - $5.55M
|
151K
$51.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-784- 6.31% |
$208K - $290K
|
11.6K
$3.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
69.6K+ 71.03% |
$18.4M - $25.7M
|
168K
$57.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.7K+ 60.68% |
$449K - $627K
|
4.49K
$1.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-406- 3.2% |
$107K - $150K
|
12.3K
$4.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Elite Wealth Management, Inc.
|
BUY
|
- |
34.2K+ 881.54% |
$9.05M - $12.6M
|
38.1K
$13M
|
|