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
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.45KNew |
$231K - $362K
|
1.45K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
322+ 6.44% |
$51.4K - $80.5K
|
5.32K
$949K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 0.67% |
$1.6K - $2.5K
|
1.48K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-16.8K- 17.42% |
$2.68M - $4.2M
|
79.6K
$14.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.79K+ 15.74% |
$765K - $1.2M
|
35.2K
$6.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
9.5K+ 3.21% |
$1.52M - $2.38M
|
305K
$54.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$160 - $250
|
2.22K
$397K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
31.2KNew |
$4.98M - $7.8M
|
31.2K
$5.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.43K+ 28.23% |
$228K - $357K
|
6.48K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-195- 6.78% |
$31.1K - $48.8K
|
2.68K
$478K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.18K+ 36.82% |
$188K - $295K
|
4.38K
$781K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1.05KNew |
$168K - $264K
|
1.05K
$188K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-545- 6.78% |
$87K - $136K
|
7.5K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
152+ 103.4% |
$24.3K - $38K
|
299
$53.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$319 - $500
|
1.71K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
1.2KNew |
$192K - $301K
|
1.2K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 24.88% |
$169K - $264K
|
3.19K
$569K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-7.67K- 10.91% |
$1.22M - $1.92M
|
62.6K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11+ 0.23% |
$1.76K - $2.75K
|
4.77K
$851K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
217+ 3.69% |
$34.6K - $54.3K
|
6.09K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillman CO
|
BUY
|
- |
77.9KNew |
$12.4M - $19.5M
|
77.9K
$13.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.92K- 7.24% |
$625K - $979K
|
50.2K
$8.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-41- 2.17% |
$6.55K - $10.3K
|
1.85K
$329K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.2K- 10.88% |
$2.12M - $3.31M
|
109K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
800+ 9.57% |
$128K - $200K
|
9.16K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-750- 0.55% |
$120K - $188K
|
137K
$24.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-64- 0.17% |
$10.2K - $16K
|
36.9K
$6.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
989New |
$158K - $247K
|
989
$176K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-746- 0.89% |
$119K - $187K
|
83.4K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.66K- 9.93% |
$264K - $414K
|
15K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-766- 2.55% |
$122K - $192K
|
29.2K
$5.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.85K- 1.42% |
$295K - $463K
|
128K
$22.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
294+ 22.95% |
$46.9K - $73.5K
|
1.58K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.05K- 6.29% |
$486K - $761K
|
45.4K
$8.09M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
1.3KNew |
$208K - $326K
|
1.3K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-1.55K- 5.84% |
$247K - $387K
|
24.9K
$4.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
170+ 8.72% |
$27.1K - $42.5K
|
2.12K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-45.9K- 95.91% |
$7.34M - $11.5M
|
1.96K
$350K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-150- 3.56% |
$24K - $37.5K
|
4.06K
$724K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-13.1K- 2.51% |
$2.09M - $3.27M
|
509K
$90.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
166+ 1.87% |
$26.5K - $41.5K
|
9.05K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
208+ 1.21% |
$33.2K - $52K
|
17.4K
$3.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.83K+ 2.98% |
$293K - $458K
|
63.3K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
25.3K+ 71.72% |
$4.04M - $6.33M
|
60.6K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-300- 13.33% |
$47.9K - $75K
|
1.95K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
241+ 0.63% |
$38.5K - $60.3K
|
38.7K
$6.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-217- 9.33% |
$34.6K - $54.3K
|
2.11K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
SELL
|
- |
-1.04K- 1.92% |
$166K - $260K
|
53.2K
$9.48M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
16+ 0.61% |
$2.55K - $4K
|
2.63K
$468K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
756+ 1.61% |
$121K - $189K
|
47.7K
$8.52M
|