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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
39+ 3900.0% |
$5.71K - $10.8K
|
40
$13.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-213- 11.68% |
$31.2K - $58.7K
|
1.61K
$552K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
118+ 5.62% |
$17.3K - $32.5K
|
2.22K
$760K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
2.18KNew |
$319K - $602K
|
2.18K
$748K
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1KNew |
$147K - $277K
|
1K
$344K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-44- 0.32% |
$6.44K - $12.1K
|
13.7K
$4.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-67- 2.23% |
$9.8K - $18.5K
|
2.94K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
956+ 85.36% |
$140K - $264K
|
2.08K
$711K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
3.92K+ 0.52% |
$574K - $1.08M
|
757K
$259M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
112New |
$16.4K - $30.9K
|
112
$38.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
25.3K+ 42.62% |
$3.71M - $6.98M
|
84.8K
$29M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
281New |
$41.1K - $77.5K
|
281
$96.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$146 - $276
|
4.3K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-4.7K- 11.11% |
$688K - $1.3M
|
37.6K
$12.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
300+ 13.0% |
$43.9K - $82.7K
|
2.61K
$893K
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1.22KNew |
$179K - $337K
|
1.22K
$419K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
960New |
$140K - $265K
|
960
$329K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
170New |
$24.9K - $46.9K
|
170
$58.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.37K- 10.97% |
$200K - $377K
|
11.1K
$3.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
751New |
$110K - $207K
|
751
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
108+ 29.19% |
$15.8K - $29.8K
|
478
$164K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-147- 10.03% |
$21.5K - $40.5K
|
1.32K
$452K
|
|
|
Jul 29, 2025
Q2 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-600- 14.58% |
$87.8K - $165K
|
3.52K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-140- 0.23% |
$20.5K - $38.6K
|
60K
$20.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
460New |
$67.3K - $127K
|
460
$158K
|
|
|
Jul 29, 2025
Q2 2025
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-14.6K- 60.57% |
$2.14M - $4.02M
|
9.51K
$3.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
100+ 142.86% |
$14.6K - $27.6K
|
170
$58.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-32- 2.41% |
$4.68K - $8.82K
|
1.3K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
1.13KNew |
$166K - $312K
|
1.13K
$388K
|
|
|
Jul 29, 2025
Q2 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
18.1KNew |
$2.65M - $4.99M
|
18.1K
$6.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
790New |
$116K - $218K
|
790
$271K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.33% |
$731 - $1.38K
|
1.51K
$516K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.4K+ 59.22% |
$790K - $1.49M
|
14.5K
$4.97M
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-58- 0.56% |
$8.48K - $16K
|
10.3K
$3.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-9- 4.81% |
$1.32K - $2.48K
|
178
$61K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-349- 21.49% |
$51.1K - $96.2K
|
1.28K
$437K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-45- 17.65% |
$6.58K - $12.4K
|
210
$72K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13+ 0.92% |
$1.9K - $3.58K
|
1.43K
$491K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
944New |
$138K - $260K
|
944
$323K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
PUT |
100New |
$14.6K - $27.6K
|
100
$34.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
113+ 37.67% |
$16.5K - $31.1K
|
413
$142K
|
|
|
Jul 25, 2025
Q2 2025
|
Cv Advisors LLC
Aventura, FL |
SELL
|
- |
-290- 7.52% |
$42.4K - $79.9K
|
3.56K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
790New |
$116K - $218K
|
790
$271K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-188- 4.81% |
$27.5K - $51.8K
|
3.72K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
869New |
$127K - $240K
|
869
$298K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-5.66K- 65.66% |
$828K - $1.56M
|
2.96K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
CALL |
1.1KNew |
$161K - $303K
|
1.1K
$377K
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
795New |
$116K - $219K
|
795
$272K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-77.1K- 52.78% |
$11.3M - $21.3M
|
69K
$23.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Katamaran Capital LLP
London, X0 |
BUY
|
- |
689+ 12.61% |
$101K - $190K
|
6.16K
$2.11M
|
|