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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
25New |
$13.8K - $16.1K
|
25
$6.01K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
4+ 0.73% |
$2.21K - $2.57K
|
549
$132K
|
|
|
May 09, 2023
Q1 2023
|
Mint Tower Capital Management B.V.
|
SELL
|
PUT |
-13.5K- 75.42% |
$7.47M - $8.69M
|
4.4K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.29MNew |
$2.37B - $2.76B
|
4.29M
$1.03B
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10+ 14.49% |
$5.53K - $6.44K
|
79
$19K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
36New |
$19.9K - $23.2K
|
36
$8.65K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
68+ 2.57% |
$37.6K - $43.8K
|
2.71K
$651K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
4.89K+ 74.55% |
$2.7M - $3.15M
|
11.4K
$2.75M
|
|
|
May 03, 2023
Q1 2023
|
Ursa Fund Management, LLC
|
BUY
|
PUT |
11KNew |
$6.09M - $7.08M
|
11K
$2.64M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
9New |
$4.98K - $5.79K
|
9
$2.16K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
49+ 7.64% |
$27.1K - $31.5K
|
690
$166K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 5.08% |
$1.66K - $1.93K
|
62
$14.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-1.07K- 9.9% |
$592K - $689K
|
9.74K
$2.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-255- 2.71% |
$141K - $164K
|
9.14K
$2.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-34- 5.18% |
$18.8K - $21.9K
|
623
$150K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
61+ 7.5% |
$33.8K - $39.3K
|
874
$210K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
25New |
$13.8K - $16.1K
|
25
$6.01K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-29- 76.32% |
$16.1K - $18.7K
|
9
$2.16K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$1.66K - $1.93K
|
3
$721
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
177New |
$98K - $114K
|
177
$42.5K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
33+ 1.97% |
$18.3K - $21.2K
|
1.71K
$410K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3+ 1.4% |
$1.66K - $1.93K
|
218
$52.4K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
17+ 1.48% |
$9.41K - $10.9K
|
1.16K
$280K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
605+ 5.47% |
$335K - $389K
|
11.7K
$2.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-16- 13.22% |
$8.86K - $10.3K
|
105
$25.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
123+ 0.22% |
$68.1K - $79.2K
|
57.2K
$13.7M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
7+ 0.62% |
$3.87K - $4.51K
|
1.13K
$272K
|
|
| Q4 2022 | |||||||
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10New |
$4.27K - $5.74K
|
10
$2.4K
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-586- 18.73% |
$250K - $337K
|
2.54K
$611K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
24KNew |
$10.3M - $13.8M
|
24K
$5.77M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
160+ 24.5% |
$68.3K - $91.9K
|
813
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
92+ 2.32% |
$39.3K - $52.8K
|
4.06K
$975K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
1.37K+ 1.84% |
$584K - $785K
|
75.8K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.34K+ 109.47% |
$997K - $1.34M
|
4.47K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
3+ 0.13% |
$1.28K - $1.72K
|
2.32K
$557K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
49New |
$20.9K - $28.1K
|
49
$11.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Breakline Capital LLC
New York, NY |
BUY
|
- |
8.55KNew |
$3.65M - $4.91M
|
8.55K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-244- 2.01% |
$104K - $140K
|
11.9K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
540New |
$231K - $310K
|
540
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.3K- 57.5% |
$982K - $1.32M
|
1.7K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
1.87K+ 196.43% |
$800K - $1.08M
|
2.83K
$679K
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
4.65K+ 119.12% |
$1.99M - $2.67M
|
8.56K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
17.2KNew |
$7.36M - $9.89M
|
17.2K
$4.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
81New |
$34.6K - $46.5K
|
81
$19.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
93+ 2.39% |
$39.7K - $53.4K
|
3.98K
$956K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$13.2K - $17.8K
|
31
$7.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-5.47K- 13.01% |
$2.34M - $3.14M
|
36.6K
$8.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-882- 15.46% |
$377K - $507K
|
4.82K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
36+ 0.85% |
$15.4K - $20.7K
|
4.29K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-2.1K- 81.92% |
$898K - $1.21M
|
464
$111K
|
|