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 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.08K+ 6.37% |
$1.61M - $2.25M
|
101K
$34.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
PUT |
200New |
$52.9K - $73.9K
|
200
$68.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-836- 10.52% |
$221K - $309K
|
7.11K
$2.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
BUY
|
- |
3+ 3.8% |
$794 - $1.11K
|
82
$28.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-25- 9.88% |
$6.62K - $9.24K
|
228
$78.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-50- 0.28% |
$13.2K - $18.5K
|
17.6K
$6.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-3.38K- 8.8% |
$894K - $1.25M
|
35K
$12M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
20.7KNew |
$5.48M - $7.65M
|
20.7K
$7.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
7.25KNew |
$1.92M - $2.68M
|
7.25K
$2.48M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
618+ 33.66% |
$164K - $228K
|
2.45K
$841K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17.4K+ 68.11% |
$4.62M - $6.45M
|
43.1K
$14.8M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
718+ 9.55% |
$190K - $265K
|
8.24K
$2.82M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-626- 0.37% |
$166K - $231K
|
169K
$58M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
14.3K+ 111.03% |
$3.78M - $5.27M
|
27.1K
$9.29M
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-845- 0.87% |
$224K - $312K
|
96.2K
$33M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
253+ 3.26% |
$67K - $93.5K
|
8.01K
$2.74M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-15.7K- 14.58% |
$4.16M - $5.8M
|
92K
$31.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
28+ 17.5% |
$7.41K - $10.3K
|
188
$64.4K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.54K+ 52.18% |
$409K - $571K
|
4.5K
$1.54M
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-6.61K- 5.85% |
$1.75M - $2.44M
|
106K
$36.4M
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
100+ 14.6% |
$26.5K - $37K
|
785
$269K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-83- 1.38% |
$12.1K - $22.9K
|
5.91K
$2.03M
|
|
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
SELL
|
- |
-184K- 25.27% |
$26.9M - $50.6M
|
543K
$186M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
668K+ 23.13% |
$97.7M - $184M
|
3.55M
$1.22B
|
|
|
Dec 15, 2025
Q2 2025
|
Saranac Partners LTD
London, |
SELL
|
- |
-370- 1.19% |
$54.1K - $102K
|
30.8K
$10.6M
|
|
|
Dec 05, 2025
Q2 2025
|
Nwi Management LP
New York, NY |
BUY
|
- |
23KNew |
$3.36M - $6.34M
|
23K
$7.88M
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
BUY
|
- |
1.13KNew |
$165K - $310K
|
1.13K
$386K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
974K+ 4.65% |
$143M - $269M
|
21.9M
$7.51B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-77.5K- 72.16% |
$11.3M - $21.4M
|
29.9K
$10.2M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
562+ 1.14% |
$82.2K - $155K
|
49.9K
$17.1M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-12.9K- 18.47% |
$1.88M - $3.55M
|
56.8K
$19.5M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-1.09K- 50.0% |
$159K - $300K
|
1.09K
$373K
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
51+ 3.81% |
$7.46K - $14.1K
|
1.39K
$477K
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
SELL
|
- |
-299- 20.19% |
$43.7K - $82.4K
|
1.18K
$405K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
519+ 25.76% |
$75.9K - $143K
|
2.53K
$868K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.44K+ 82.25% |
$1.23M - $2.33M
|
18.7K
$6.41M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.44K+ 10.45% |
$211K - $397K
|
15.2K
$5.22M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
69K+ 5.28% |
$10.1M - $19M
|
1.38M
$471M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
246+ 5.93% |
$36K - $67.8K
|
4.39K
$1.5M
|
|
|
Oct 07, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
15KNew |
$2.19M - $4.13M
|
15K
$5.14M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-365- 85.08% |
$53.4K - $101K
|
64
$21.9K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-176K- 33.24% |
$25.8M - $48.6M
|
354K
$121M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
10New |
$1.46K - $2.76K
|
10
$3.43K
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
1.01KNew |
$148K - $278K
|
1.01K
$346K
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
4.42KNew |
$647K - $1.22M
|
4.42K
$1.51M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7New |
$1.02K - $1.93K
|
7
$2.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.22% |
$146 - $276
|
456
$156K
|
|
|
Aug 18, 2025
Q2 2025
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
3.1KNew |
$453K - $855K
|
3.1K
$1.06M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-335- 12.08% |
$49K - $92.3K
|
2.44K
$836K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
40+ 6.25% |
$5.85K - $11K
|
680
$233K
|
|