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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-3.67K- 3.03% |
$586K - $917K
|
117K
$28.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-113K- 20.13% |
$18M - $28.1M
|
447K
$107M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-258- 10.0% |
$41.2K - $64.5K
|
2.32K
$558K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
3.03K+ 902.98% |
$484K - $759K
|
3.37K
$810K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
1.34K+ 100.6% |
$214K - $335K
|
2.67K
$641K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
21+ 0.49% |
$3.35K - $5.25K
|
4.33K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
9.38KNew |
$1.5M - $2.34M
|
9.38K
$2.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.4K- 3.49% |
$223K - $349K
|
38.7K
$9.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Ariose Capital Management LTD
Central, Hong Kong, K3 |
BUY
|
- |
53.7KNew |
$8.57M - $13.4M
|
53.7K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
17.8KNew |
$2.84M - $4.45M
|
17.8K
$4.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-358- 4.02% |
$57.2K - $89.5K
|
8.55K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-450- 6.92% |
$71.9K - $113K
|
6.05K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.79K+ 13.84% |
$285K - $446K
|
14.7K
$3.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
975New |
$156K - $244K
|
975
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-464K- 40.5% |
$74M - $116M
|
681K
$164M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-743- 1.08% |
$119K - $186K
|
68K
$16.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-575- 12.61% |
$91.8K - $144K
|
3.99K
$958K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
244+ 2.57% |
$39K - $61K
|
9.75K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
68+ 0.33% |
$10.9K - $17K
|
21K
$5.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-5.61K- 13.77% |
$896K - $1.4M
|
35.1K
$8.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
191+ 1.26% |
$30.5K - $47.8K
|
15.3K
$3.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-110- 17.71% |
$17.6K - $27.5K
|
511
$123K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
256+ 4.6% |
$40.9K - $64K
|
5.82K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
31.5K+ 49.77% |
$5.03M - $7.87M
|
94.8K
$22.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.8K+ 32.33% |
$1.4M - $2.2M
|
36K
$8.65M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
8.03KNew |
$1.28M - $2.01M
|
8.03K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-12.7K- 2.43% |
$2.03M - $3.17M
|
509K
$122M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.08K+ 8.28% |
$173K - $271K
|
14.2K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-228- 6.21% |
$36.4K - $57K
|
3.45K
$828K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14.2K+ 8.13% |
$2.27M - $3.55M
|
189K
$45.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
955New |
$152K - $239K
|
955
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.34K+ 3.21% |
$214K - $336K
|
43.2K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-2.09K- 30.68% |
$333K - $521K
|
4.71K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-192K- 14.43% |
$30.7M - $48.1M
|
1.14M
$274M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.98K+ 14.06% |
$475K - $744K
|
24.1K
$5.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-2.77K- 9.09% |
$443K - $694K
|
27.7K
$6.67M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
12.3K+ 18.73% |
$1.97M - $3.09M
|
78.3K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-3.88K- 3.85% |
$619K - $969K
|
96.9K
$23.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
886+ 8.34% |
$141K - $222K
|
11.5K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-532- 8.08% |
$84.9K - $133K
|
6.06K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-4- 0.04% |
$639 - $1K
|
9.79K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-1K- 4.13% |
$160K - $251K
|
23.2K
$5.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
134+ 1.22% |
$21.4K - $33.5K
|
11.1K
$2.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
144+ 900.0% |
$23K - $36K
|
160
$38.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
733+ 2.96% |
$117K - $183K
|
25.5K
$6.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.45K- 18.92% |
$390K - $611K
|
10.5K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
584+ 123.47% |
$93.2K - $146K
|
1.06K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.1KNew |
$176K - $276K
|
1.1K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-749- 8.31% |
$120K - $187K
|
8.27K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.25KNew |
$199K - $311K
|
1.25K
$299K
|