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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
CALL |
100New |
$16.7K - $24.5K
|
100
$34.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.35KNew |
$393K - $575K
|
2.35K
$805K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.56K+ 45.27% |
$261K - $382K
|
5.01K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
7.65K+ 45.53% |
$1.28M - $1.87M
|
24.5K
$8.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-1.33K- 15.16% |
$223K - $325K
|
7.44K
$2.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
46+ 1.4% |
$7.7K - $11.3K
|
3.34K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
100New |
$16.7K - $24.5K
|
100
$34.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
4.4KNew |
$737K - $1.08M
|
4.4K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
565K+ 102.73% |
$94.6M - $138M
|
1.12M
$382M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-264- 12.2% |
$44.2K - $64.6K
|
1.9K
$651K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.05K- 23.08% |
$176K - $257K
|
3.5K
$1.2M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
SELL
|
- |
-2.85K- 35.63% |
$477K - $697K
|
5.15K
$1.76M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.94K+ 11.43% |
$659K - $963K
|
38.4K
$13.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-685- 3.41% |
$115K - $168K
|
19.4K
$6.65M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
28.6KNew |
$4.79M - $7.01M
|
28.6K
$9.81M
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
5.39K+ 34.57% |
$860K - $1.35M
|
21K
$7.18M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-183- 89.71% |
$29.2K - $45.8K
|
21
$7.2K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
SELL
|
- |
-4.14K- 88.09% |
$661K - $1.04M
|
560
$192K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
SELL
|
- |
-10.2K- 99.56% |
$1.62M - $2.54M
|
45
$15.4K
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
250New |
$39.9K - $62.5K
|
250
$85.7K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
10.2KNew |
$1.62M - $2.54M
|
10.2K
$3.49M
|
|
|
May 15, 2025
Q4 2024
|
Clear Street Derivatives LLC
New York, NY |
BUY
|
- |
83.5K+ 342.21% |
$13.3M - $20.9M
|
108K
$37M
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
50+ 0.4% |
$7.98K - $12.5K
|
12.7K
$4.33M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
20.6KNew |
$3.29M - $5.15M
|
20.6K
$7.05M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
510New |
$81.4K - $128K
|
510
$175K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.1KNew |
$335K - $524K
|
2.1K
$718K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.34K+ 824.1% |
$693K - $1.09M
|
4.87K
$1.67M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
80New |
$12.8K - $20K
|
80
$27.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-829K- 2.08% |
$132M - $207M
|
39M
$13.4B
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
3.6K+ 120.0% |
$575K - $900K
|
6.6K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Jpb Foundation
New York, NY |
SELL
|
- |
-5.7K- 76.61% |
$910K - $1.43M
|
1.74K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
PUT |
100KNew |
$16M - $25M
|
100K
$34.3M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
925New |
$148K - $231K
|
925
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.46K- 8.91% |
$232K - $364K
|
14.9K
$5.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.73K+ 74.84% |
$276K - $433K
|
4.04K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-738- 3.64% |
$118K - $185K
|
19.6K
$6.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-5.72K- 31.48% |
$914K - $1.43M
|
12.5K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
30+ 0.15% |
$4.79K - $7.5K
|
19.5K
$6.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
CALL |
-119K- 95.9% |
$19.1M - $29.9M
|
5.1K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
PUT |
2.6KNew |
$415K - $650K
|
2.6K
$891K
|
|
|
Feb 14, 2025
Q4 2024
|
Tenere Capital LLC
Denver, CO |
SELL
|
- |
-24.2K- 26.44% |
$3.87M - $6.06M
|
67.4K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
38KNew |
$6.07M - $9.51M
|
38K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.49KNew |
$238K - $373K
|
1.49K
$511K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.84K+ 131.43% |
$294K - $460K
|
3.24K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
12.2KNew |
$1.94M - $3.04M
|
12.2K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
PUT |
36.6KNew |
$5.84M - $9.15M
|
36.6K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ask Capital Management, LLC
San Francisco, CA |
BUY
|
CALL |
146KNew |
$23.2M - $36.4M
|
146K
$49.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-14.3K- 47.72% |
$2.29M - $3.58M
|
15.7K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Berkley W R Corp
Greenwich, CT |
SELL
|
- |
-69.3K- 48.02% |
$11.1M - $17.3M
|
75K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Berkley W R Corp
Greenwich, CT |
SELL
|
PUT |
-69.3K- 48.02% |
$11.1M - $17.3M
|
75K
$25.7M
|
|