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 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.03K+ 9.73% |
$164K - $257K
|
11.6K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
145+ 2.42% |
$23.2K - $36.3K
|
6.13K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
25.1KNew |
$4.01M - $6.27M
|
25.1K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-3.67K- 3.03% |
$586K - $917K
|
117K
$20.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-113K- 20.13% |
$18M - $28.1M
|
447K
$79.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-258- 10.0% |
$41.2K - $64.5K
|
2.32K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
21+ 0.49% |
$3.35K - $5.25K
|
4.33K
$772K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
9.38KNew |
$1.5M - $2.34M
|
9.38K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Ariose Capital Management LTD
Central, Hong Kong, K3 |
BUY
|
- |
53.7KNew |
$8.57M - $13.4M
|
53.7K
$9.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
17.8KNew |
$2.84M - $4.45M
|
17.8K
$3.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-358- 4.02% |
$57.2K - $89.5K
|
8.55K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
975New |
$156K - $244K
|
975
$174K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
68+ 0.33% |
$10.9K - $17K
|
21K
$3.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
191+ 1.26% |
$30.5K - $47.8K
|
15.3K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-110- 17.71% |
$17.6K - $27.5K
|
511
$91.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
31.5K+ 49.77% |
$5.03M - $7.87M
|
94.8K
$16.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.8K+ 32.33% |
$1.4M - $2.2M
|
36K
$6.42M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
8.03KNew |
$1.28M - $2.01M
|
8.03K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
955New |
$152K - $239K
|
955
$170K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.34K+ 3.21% |
$214K - $336K
|
43.2K
$7.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.09K- 30.68% |
$333K - $521K
|
4.71K
$840K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-192K- 14.43% |
$30.7M - $48.1M
|
1.14M
$203M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.77K- 9.09% |
$443K - $694K
|
27.7K
$4.95M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
12.3K+ 18.73% |
$1.97M - $3.09M
|
78.3K
$14M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.88K- 3.85% |
$619K - $969K
|
96.9K
$17.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
886+ 8.34% |
$141K - $222K
|
11.5K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-532- 8.08% |
$84.9K - $133K
|
6.06K
$1.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-4- 0.04% |
$639 - $1K
|
9.79K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
144+ 900.0% |
$23K - $36K
|
160
$28.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
584+ 123.47% |
$93.2K - $146K
|
1.06K
$189K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.1KNew |
$176K - $276K
|
1.1K
$197K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-749- 8.31% |
$120K - $187K
|
8.27K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.25KNew |
$199K - $311K
|
1.25K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-755- 1.26% |
$121K - $189K
|
59.2K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.05KNew |
$167K - $262K
|
1.05K
$187K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-20.4K- 4.32% |
$3.25M - $5.09M
|
452K
$80.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-20.1K- 10.63% |
$3.2M - $5.02M
|
169K
$30.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.25K- 7.18% |
$199K - $312K
|
16.1K
$2.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.92K+ 9.71% |
$626K - $981K
|
44.3K
$7.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
100New |
$16K - $25K
|
100
$17.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-125K- 27.32% |
$19.9M - $31.2M
|
332K
$59.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.47K+ 8.54% |
$1.03M - $1.62M
|
82.3K
$14.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-175- 12.76% |
$27.9K - $43.8K
|
1.2K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
30New |
$4.79K - $7.5K
|
30
$5.35K
|
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-196K- 13.67% |
$31.4M - $49.1M
|
1.24M
$221M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
672+ 6.22% |
$107K - $168K
|
11.5K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1K- 1.73% |
$160K - $250K
|
56.9K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-305- 12.6% |
$48.7K - $76.3K
|
2.12K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
970New |
$155K - $243K
|
970
$173K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
353+ 14.84% |
$56.4K - $88.3K
|
2.73K
$487K
|