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 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-351- 1.28% |
$92.9K - $130K
|
27.1K
$9.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-131- 13.39% |
$34.7K - $48.4K
|
847
$290K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-301- 1.9% |
$79.7K - $111K
|
15.6K
$5.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
969New |
$257K - $358K
|
969
$332K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.3K+ 9.87% |
$2.2M - $3.07M
|
92.3K
$31.6M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-175- 55.91% |
$46.3K - $64.7K
|
138
$47.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-30- 0.7% |
$7.94K - $11.1K
|
4.25K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-74.3K- 2.68% |
$19.7M - $27.4M
|
2.7M
$924M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
899+ 4.05% |
$238K - $332K
|
23.1K
$7.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
SELL
|
- |
-1.5K- 6.37% |
$396K - $553K
|
22K
$7.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-2.51K- 2.3% |
$663K - $926K
|
106K
$36.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
352+ 1.37% |
$93.2K - $130K
|
26.1K
$8.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
490+ 4.67% |
$130K - $181K
|
11K
$3.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
247+ 5.36% |
$65.4K - $91.3K
|
4.85K
$1.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Motive Wealth Advisors
|
BUY
|
- |
70+ 1.4% |
$18.5K - $25.9K
|
5.08K
$1.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-58- 1.59% |
$15.4K - $21.4K
|
3.58K
$1.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
602+ 7.23% |
$159K - $222K
|
8.93K
$3.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
168+ 22.86% |
$44.5K - $62.1K
|
903
$309K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
35+ 4.36% |
$9.27K - $12.9K
|
837
$287K
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-31- 1.02% |
$8.21K - $11.5K
|
3K
$1.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-38- 2.22% |
$10.1K - $14K
|
1.67K
$573K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-630- 31.77% |
$167K - $233K
|
1.35K
$464K
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-12- 0.32% |
$3.18K - $4.43K
|
3.79K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
9+ 1.07% |
$2.38K - $3.33K
|
851
$292K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
85+ 0.72% |
$22.5K - $31.4K
|
12K
$4.09M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-273- 26.4% |
$72.3K - $101K
|
761
$261K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-5- 0.02% |
$1.32K - $1.85K
|
31.4K
$10.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
317New |
$83.9K - $117K
|
317
$109K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-731- 13.57% |
$194K - $270K
|
4.66K
$1.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
950+ 40.6% |
$252K - $351K
|
3.29K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
25+ 1.83% |
$6.62K - $9.24K
|
1.39K
$478K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
167+ 0.53% |
$44.2K - $61.7K
|
31.7K
$10.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.67K+ 73.74% |
$442K - $616K
|
3.93K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
7+ 0.17% |
$1.85K - $2.59K
|
4.24K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
40+ 10.05% |
$10.6K - $14.8K
|
438
$150K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-464- 6.56% |
$123K - $171K
|
6.6K
$2.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
167+ 20.72% |
$44.2K - $61.7K
|
973
$333K
|
|
|
Oct 17, 2025
Q3 2025
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
BUY
|
- |
25K+ 59.52% |
$6.62M - $9.24M
|
67K
$23M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
50+ 0.35% |
$13.2K - $18.5K
|
14.5K
$4.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-6.32K- 12.02% |
$1.67M - $2.34M
|
46.2K
$15.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.61K+ 6.13% |
$426K - $595K
|
27.9K
$9.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
140+ 8.2% |
$37.1K - $51.7K
|
1.85K
$633K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.27K+ 32.97% |
$336K - $470K
|
5.13K
$1.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Shaker Investments LLC
|
SELL
|
- |
-4.96K- 11.73% |
$1.31M - $1.83M
|
37.3K
$12.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-395- 14.48% |
$105K - $146K
|
2.33K
$799K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
40+ 0.31% |
$10.6K - $14.8K
|
13.1K
$4.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
2+ 0.14% |
$529 - $739
|
1.39K
$475K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
12+ 20.0% |
$3.18K - $4.43K
|
72
$24.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.69K+ 3.7% |
$1.51M - $2.1M
|
159K
$54.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.8K+ 17.65% |
$476K - $665K
|
12K
$4.11M
|
|