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 21, 2025
Q2 2025
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1KNew |
$146K - $276K
|
1K
$343K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
889New |
$130K - $245K
|
889
$305K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.1KNew |
$161K - $303K
|
1.1K
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-1.18K- 23.25% |
$173K - $325K
|
3.9K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
2New |
$293 - $551
|
2
$685
|
|
|
Jul 18, 2025
Q2 2025
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.1KNew |
$307K - $579K
|
2.1K
$720K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
884New |
$129K - $244K
|
884
$303K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-35- 1.79% |
$5.12K - $9.65K
|
1.92K
$656K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
1.82K+ 31.82% |
$266K - $502K
|
7.54K
$2.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
930New |
$136K - $256K
|
930
$319K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-9.39K- 3.16% |
$1.37M - $2.59M
|
288K
$98.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-3.52K- 44.63% |
$515K - $971K
|
4.37K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
1.09KNew |
$159K - $299K
|
1.09K
$372K
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-10- 0.8% |
$1.46K - $2.76K
|
1.24K
$425K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.4KNew |
$205K - $387K
|
1.4K
$481K
|
|
|
Jul 17, 2025
Q2 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-135- 4.86% |
$19.7K - $37.2K
|
2.64K
$905K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-172- 3.7% |
$25.2K - $47.4K
|
4.48K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-23.7K- 76.19% |
$3.47M - $6.54M
|
7.41K
$2.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
CALL |
200New |
$29.3K - $55.1K
|
200
$68.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradiem, LLC
|
BUY
|
- |
369+ 0.56% |
$54K - $102K
|
66.3K
$22.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
95+ 5.03% |
$13.9K - $26.2K
|
1.99K
$680K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-157K- 31.7% |
$23M - $43.4M
|
339K
$116M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$14.6K - $27.6K
|
100
$34.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
70New |
$10.2K - $19.3K
|
70
$24K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-100- 9.52% |
$14.6K - $27.6K
|
950
$326K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
910New |
$133K - $251K
|
910
$312K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
970New |
$142K - $267K
|
970
$332K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-85- 3.4% |
$12.4K - $23.4K
|
2.41K
$826K
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
730New |
$107K - $201K
|
730
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
448+ 14.43% |
$65.5K - $123K
|
3.55K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
861New |
$126K - $237K
|
861
$295K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-223- 1.21% |
$32.6K - $61.5K
|
18.2K
$6.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
122New |
$17.8K - $33.6K
|
122
$41.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.04K+ 1.81% |
$152K - $287K
|
58.5K
$20M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-1.28K- 10.83% |
$187K - $351K
|
10.5K
$3.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
730New |
$107K - $201K
|
730
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
750New |
$110K - $207K
|
750
$257K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
850New |
$124K - $234K
|
850
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.08KNew |
$159K - $299K
|
1.08K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.03K+ 52.67% |
$150K - $283K
|
2.98K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
913New |
$134K - $252K
|
913
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-40- 2.55% |
$5.85K - $11K
|
1.53K
$524K
|
|
|
Jul 14, 2025
Q2 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$151K - $285K
|
1.03K
$354K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
113+ 0.86% |
$16.5K - $31.1K
|
13.2K
$4.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Spring Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$148K - $280K
|
1.02K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
608+ 13.87% |
$88.9K - $168K
|
4.99K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
3.6KNew |
$527K - $992K
|
3.6K
$1.23M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
424+ 49.88% |
$62K - $117K
|
1.27K
$437K
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
1.1KNew |
$161K - $303K
|
1.1K
$377K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.9K+ 29.09% |
$424K - $799K
|
12.9K
$4.41M
|
|