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 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
101+ 3.09% |
$16.1K - $25.3K
|
3.37K
$810K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.74K+ 16.56% |
$597K - $936K
|
26.3K
$6.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-4.27K- 13.68% |
$682K - $1.07M
|
26.9K
$6.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.19KNew |
$350K - $547K
|
2.19K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-111- 0.78% |
$17.7K - $27.8K
|
14K
$3.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.48K- 12.24% |
$715K - $1.12M
|
32.1K
$7.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.13KNew |
$180K - $282K
|
1.13K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-548- 4.35% |
$87.5K - $137K
|
12K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-258- 2.49% |
$41.2K - $64.5K
|
10.1K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
198K+ 15.95% |
$31.5M - $49.4M
|
1.44M
$345M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-776- 9.9% |
$124K - $194K
|
7.06K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.04KNew |
$166K - $260K
|
1.04K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-38- 47.5% |
$6.07K - $9.5K
|
42
$10.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-4.17K- 3.17% |
$665K - $1.04M
|
127K
$30.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-681- 3.74% |
$109K - $170K
|
17.5K
$4.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-15.9K- 6.1% |
$2.55M - $3.99M
|
245K
$59M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
234+ 1.29% |
$37.4K - $58.5K
|
18.4K
$4.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-12.3K- 8.31% |
$1.96M - $3.07M
|
135K
$32.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-110- 3.25% |
$17.6K - $27.5K
|
3.28K
$788K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
77+ 2.8% |
$12.3K - $19.3K
|
2.83K
$680K
|
|
|
Jan 17, 2025
Q4 2024
|
Paradiem, LLC
|
SELL
|
- |
-8.09K- 10.23% |
$1.29M - $2.02M
|
71K
$17.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
37+ 0.52% |
$5.91K - $9.25K
|
7.1K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
63+ 1.04% |
$10.1K - $15.8K
|
6.12K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-39.1K- 24.12% |
$6.24M - $9.78M
|
123K
$29.6M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
2.5K+ 9.82% |
$398K - $624K
|
27.9K
$6.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
916New |
$146K - $229K
|
916
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
827+ 22.83% |
$132K - $207K
|
4.45K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-30- 0.82% |
$4.79K - $7.5K
|
3.63K
$872K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.23K+ 103.81% |
$196K - $306K
|
2.41K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-2.34K- 20.3% |
$373K - $584K
|
9.17K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-621- 2.41% |
$99.2K - $155K
|
25.2K
$6.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.15K- 27.99% |
$502K - $786K
|
8.09K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-9.9K- 5.49% |
$1.58M - $2.48M
|
170K
$40.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-48.4K- 2.76% |
$7.73M - $12.1M
|
1.7M
$409M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-38- 0.08% |
$6.07K - $9.5K
|
47.3K
$11.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-738- 5.63% |
$118K - $185K
|
12.4K
$2.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-485- 1.09% |
$77.4K - $121K
|
44.1K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.93M+ 45.84% |
$787M - $1.23B
|
15.7M
$3.77B
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-618- 0.81% |
$98.7K - $155K
|
75.5K
$18.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
306+ 14.87% |
$48.9K - $76.5K
|
2.36K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
6.89K+ 5.18% |
$1.1M - $1.72M
|
140K
$33.7M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
19.2K+ 143.22% |
$3.07M - $4.8M
|
32.6K
$7.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-505- 4.77% |
$80.6K - $126K
|
10.1K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-3.28K- 10.26% |
$524K - $820K
|
28.7K
$6.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-22.1K- 5.31% |
$3.53M - $5.52M
|
394K
$94.6M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
460+ 117.95% |
$73.4K - $115K
|
850
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
238+ 9.77% |
$38K - $59.5K
|
2.68K
$643K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
191+ 3.58% |
$30.5K - $47.8K
|
5.53K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.43K- 10.08% |
$1.03M - $1.61M
|
57.3K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.89K- 27.26% |
$621K - $972K
|
10.4K
$2.49M
|