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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
3.56K+ 2.61% |
$520K - $981K
|
140K
$47.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.42KNew |
$208K - $392K
|
1.42K
$487K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
CALL |
1.3KNew |
$190K - $358K
|
1.3K
$445K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
59+ 2.58% |
$8.63K - $16.3K
|
2.35K
$804K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
970New |
$142K - $267K
|
970
$332K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
360+ 4.18% |
$52.7K - $99.2K
|
8.98K
$3.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
735+ 7.88% |
$108K - $203K
|
10.1K
$3.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
371+ 9.07% |
$54.3K - $102K
|
4.46K
$1.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
270New |
$39.5K - $74.4K
|
270
$92.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
813New |
$119K - $224K
|
813
$279K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-3.1K- 21.38% |
$453K - $855K
|
11.4K
$3.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-269- 59.78% |
$39.4K - $74.1K
|
181
$62K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
10+ 2.0% |
$1.46K - $2.76K
|
510
$175K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.57K+ 126.98% |
$522K - $984K
|
6.38K
$2.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
1.66K+ 58.87% |
$243K - $458K
|
4.49K
$1.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-243- 13.95% |
$35.5K - $67K
|
1.5K
$514K
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
867New |
$127K - $239K
|
867
$297K
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
820New |
$120K - $226K
|
820
$281K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-190- 8.17% |
$27.8K - $52.4K
|
2.14K
$732K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-131- 59.55% |
$19.2K - $36.1K
|
89
$30.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-300- 10.08% |
$43.9K - $82.7K
|
2.68K
$917K
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
14KNew |
$2.04M - $3.85M
|
14K
$4.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
728New |
$106K - $201K
|
728
$249K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.43% |
$146 - $276
|
235
$80.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
25.5KNew |
$3.73M - $7.03M
|
25.5K
$8.74M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
52+ 4.23% |
$7.61K - $14.3K
|
1.28K
$439K
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
770New |
$113K - $212K
|
770
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.05K- 9.51% |
$154K - $291K
|
10K
$3.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
50K+ 50.0% |
$7.31M - $13.8M
|
150K
$51.4M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-326- 0.13% |
$47.7K - $89.9K
|
250K
$85.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
900New |
$132K - $248K
|
900
$308K
|
|
|
Aug 04, 2025
Q2 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-510- 4.38% |
$74.6K - $141K
|
11.1K
$3.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
970New |
$142K - $267K
|
970
$332K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
423+ 9.28% |
$61.9K - $117K
|
4.98K
$1.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-29.8K- 10.0% |
$4.36M - $8.21M
|
268K
$91.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
881New |
$129K - $243K
|
881
$302K
|
|
|
Aug 01, 2025
Q2 2025
|
Lipe & Dalton
|
SELL
|
- |
-100- 18.05% |
$14.6K - $27.6K
|
454
$156K
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
22+ 1.54% |
$3.22K - $6.06K
|
1.45K
$498K
|
|
|
Aug 01, 2025
Q2 2025
|
General American Investors CO Inc
|
BUY
|
PUT |
50KNew |
$7.31M - $13.8M
|
50K
$17.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-10- 0.19% |
$1.46K - $2.76K
|
5.12K
$1.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
810New |
$118K - $223K
|
810
$278K
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
170+ 36.17% |
$24.9K - $46.9K
|
640
$219K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.38K- 20.13% |
$202K - $380K
|
5.48K
$1.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
226New |
$33.1K - $62.3K
|
226
$77.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-19.1K- 61.5% |
$2.8M - $5.27M
|
12K
$4.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-55.7K- 61.5% |
$8.14M - $15.3M
|
34.9K
$11.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
963New |
$141K - $265K
|
963
$330K
|
|
|
Jul 31, 2025
Q2 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-66- 1.56% |
$9.66K - $18.2K
|
4.16K
$1.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
2.01K+ 1.23% |
$294K - $554K
|
166K
$56.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
745New |
$109K - $205K
|
745
$255K
|
|