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 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-5.2K- 24.04% |
$1.38M - $1.92M
|
16.4K
$5.63M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
53+ 1.22% |
$14K - $19.6K
|
4.41K
$1.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-70- 0.95% |
$18.5K - $25.9K
|
7.32K
$2.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
19+ 1.06% |
$5.03K - $7.02K
|
1.82K
$623K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
645New |
$171K - $238K
|
645
$221K
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-2.7K- 8.59% |
$715K - $998K
|
28.7K
$9.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
48+ 3.38% |
$12.7K - $17.7K
|
1.47K
$503K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
946+ 2.5% |
$250K - $350K
|
38.7K
$13.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
288+ 27.64% |
$76.2K - $106K
|
1.33K
$456K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
64+ 0.28% |
$16.9K - $23.7K
|
22.9K
$7.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
91+ 8.17% |
$24.1K - $33.6K
|
1.21K
$413K
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
91+ 1.11% |
$24.1K - $33.6K
|
8.29K
$2.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-14- 1.15% |
$3.71K - $5.17K
|
1.21K
$413K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
26+ 31.33% |
$6.88K - $9.61K
|
109
$37.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
2.11K+ 6.04% |
$559K - $780K
|
37.1K
$12.7M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-46- 3.8% |
$12.2K - $17K
|
1.17K
$399K
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
12.6K+ 600.1% |
$3.34M - $4.66M
|
14.7K
$5.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
690New |
$183K - $255K
|
690
$236K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
294+ 7.32% |
$77.8K - $109K
|
4.31K
$1.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
42New |
$11.1K - $15.5K
|
42
$14.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
2+ 0.06% |
$529 - $739
|
3.29K
$1.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
806New |
$213K - $298K
|
806
$276K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
686New |
$182K - $254K
|
686
$235K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
14.2K+ 4.33% |
$3.77M - $5.26M
|
344K
$118M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 0.32% |
$1.59K - $2.22K
|
1.86K
$639K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-3.63K- 82.27% |
$962K - $1.34M
|
783
$268K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-315- 1.54% |
$83.4K - $116K
|
20.1K
$6.89M
|
|
|
Oct 17, 2025
Q3 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-301- 0.57% |
$79.7K - $111K
|
52.9K
$18.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-3.61K- 45.62% |
$955K - $1.33M
|
4.3K
$1.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.53K- 1.2% |
$671K - $936K
|
208K
$71.4M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.1K+ 59.95% |
$556K - $776K
|
5.6K
$1.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
437+ 24.39% |
$116K - $162K
|
2.23K
$764K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
425+ 8.06% |
$113K - $157K
|
5.7K
$1.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.32K+ 1.38% |
$351K - $489K
|
97K
$33.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.25K+ 43.36% |
$332K - $463K
|
4.15K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-23.3K- 17.47% |
$6.16M - $8.6M
|
110K
$37.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
558+ 3.0% |
$148K - $206K
|
19.1K
$6.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
246+ 0.95% |
$65.1K - $90.9K
|
26.1K
$8.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.19K+ 16.05% |
$315K - $440K
|
8.61K
$2.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-3.05K- 4.88% |
$806K - $1.13M
|
59.4K
$20.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-13K- 5.63% |
$3.44M - $4.8M
|
218K
$74.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
305+ 1.44% |
$80.7K - $113K
|
21.5K
$7.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-300- 30.0% |
$79.4K - $111K
|
700
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-293- 6.62% |
$77.6K - $108K
|
4.13K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
763+ 4.22% |
$202K - $282K
|
18.8K
$6.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
SELL
|
- |
-180- 4.47% |
$47.7K - $66.5K
|
3.85K
$1.32M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
68+ 1.94% |
$18K - $25.1K
|
3.58K
$1.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-198- 0.53% |
$52.4K - $73.2K
|
37.3K
$12.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-561- 12.06% |
$149K - $207K
|
4.09K
$1.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-33- 0.26% |
$8.74K - $12.2K
|
12.7K
$4.34M
|
|