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 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
84+ 1.13% |
$12.3K - $23.2K
|
7.49K
$2.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.37K+ 40.24% |
$347K - $653K
|
8.26K
$2.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-63- 1.65% |
$9.22K - $17.4K
|
3.76K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
PUT |
100New |
$14.6K - $27.6K
|
100
$34.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Bender Robert & Associates
|
BUY
|
- |
775New |
$113K - $214K
|
775
$266K
|
|
|
Jul 24, 2025
Q2 2025
|
Gunderson Capital Management Inc.
|
BUY
|
- |
19.1KNew |
$2.79M - $5.26M
|
19.1K
$6.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
901+ 49.94% |
$132K - $248K
|
2.71K
$927K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-612- 42.15% |
$89.5K - $169K
|
840
$288K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
28New |
$4.1K - $7.72K
|
28
$9.59K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-74- 10.01% |
$10.8K - $20.4K
|
665
$228K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.15KNew |
$169K - $318K
|
1.15K
$395K
|
|
|
Jul 23, 2025
Q2 2025
|
Spear Holdings Rsc LTD
Abu Dhabi, C0 |
SELL
|
- |
-321K- 80.48% |
$46.9M - $88.4M
|
77.8K
$26.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.19K- 43.01% |
$174K - $327K
|
1.57K
$539K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-237- 2.12% |
$34.7K - $65.3K
|
11K
$3.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
960New |
$140K - $265K
|
960
$329K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
77New |
$11.3K - $21.2K
|
77
$26.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1KNew |
$146K - $276K
|
1K
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
947New |
$139K - $261K
|
947
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
Hendley & CO Inc
|
BUY
|
- |
1.07KNew |
$157K - $295K
|
1.07K
$367K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.09KNew |
$159K - $300K
|
1.09K
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
14.1KNew |
$2.06M - $3.87M
|
14.1K
$4.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
171+ 4.26% |
$25K - $47.1K
|
4.18K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
649+ 12.15% |
$94.9K - $179K
|
5.99K
$2.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-316- 49.3% |
$46.2K - $87.1K
|
325
$111K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
680+ 3.26% |
$99.5K - $187K
|
21.6K
$7.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
24+ 1.55% |
$3.51K - $6.62K
|
1.57K
$539K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
990New |
$145K - $273K
|
990
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-17.9K- 99.94% |
$2.62M - $4.93M
|
11
$3.77K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
60+ 10.42% |
$8.78K - $16.5K
|
636
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
12+ 0.43% |
$1.76K - $3.31K
|
2.82K
$967K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
49+ 2.95% |
$7.17K - $13.5K
|
1.71K
$586K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
727New |
$106K - $200K
|
727
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
1K+ 11.49% |
$146K - $276K
|
9.7K
$3.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
71+ 4.58% |
$10.4K - $19.6K
|
1.62K
$555K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-154- 3.49% |
$22.5K - $42.5K
|
4.26K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.67KNew |
$536K - $1.01M
|
3.67K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.16KNew |
$170K - $320K
|
1.16K
$397K
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
542+ 29.57% |
$79.3K - $149K
|
2.38K
$814K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
16New |
$2.34K - $4.41K
|
16
$5.48K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
2.7K+ 23.83% |
$395K - $743K
|
14K
$4.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ug Investment Advisers Ltd.
Taipei, F5 |
SELL
|
- |
-3.79K- 30.96% |
$555K - $1.04M
|
8.45K
$2.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.1KNew |
$161K - $303K
|
1.1K
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
131+ 6.49% |
$19.2K - $36.1K
|
2.15K
$737K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-485- 34.64% |
$71K - $134K
|
915
$314K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.25% |
$146 - $276
|
81
$27.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
BUY
|
- |
378+ 10.49% |
$55.3K - $104K
|
3.98K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-20- 0.89% |
$2.93K - $5.51K
|
2.22K
$760K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.14KNew |
$166K - $313K
|
1.14K
$390K
|
|
|
Jul 21, 2025
Q2 2025
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
542KNew |
$79.3M - $149M
|
542K
$186M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
979New |
$143K - $270K
|
979
$335K
|
|