Latest Institutional Purchases of Broadcom Inc. (AVGO)
This list provides information on the latest institutional transactions involving Broadcom Inc. (AVGO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
660+ 1.11% |
$105K - $165K
|
60K
$13.3M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
649+ 12.92% |
$104K - $162K
|
5.67K
$1.25M
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
647+ 15.13% |
$103K - $162K
|
4.92K
$1.09M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
645+ 2.13% |
$103K - $161K
|
31K
$6.85M
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
644+ 35.82% |
$103K - $161K
|
2.44K
$540K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
644+ 18.45% |
$103K - $161K
|
4.14K
$915K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
638+ 22.08% |
$102K - $160K
|
3.53K
$781K
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
633+ 5.18% |
$101K - $158K
|
12.9K
$2.84M
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
622+ 34.69% |
$99.3K - $156K
|
2.42K
$534K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
609+ 1.71% |
$97.2K - $152K
|
36.3K
$8.02M
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
608+ 2.6% |
$97.1K - $152K
|
24K
$5.31M
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
605+ 21.62% |
$96.6K - $151K
|
3.4K
$753K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
594+ 10.0% |
$94.8K - $149K
|
6.54K
$1.45M
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
591+ 48.52% |
$94.4K - $148K
|
1.81K
$400K
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
588+ 26.21% |
$93.9K - $147K
|
2.83K
$626K
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
584+ 123.47% |
$93.2K - $146K
|
1.06K
$234K
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
570+ 15.09% |
$91K - $143K
|
4.35K
$962K
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
566+ 9.42% |
$90.4K - $142K
|
6.58K
$1.46M
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
564+ 15.67% |
$90.1K - $141K
|
4.16K
$921K
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
563+ 4.04% |
$89.9K - $141K
|
14.5K
$3.21M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
559+ 44.58% |
$89.3K - $140K
|
1.81K
$401K
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
556+ 14.09% |
$88.8K - $139K
|
4.5K
$996K
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
554+ 3.64% |
$88.5K - $139K
|
15.8K
$3.49M
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
554+ 15.29% |
$88.5K - $139K
|
4.18K
$924K
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
550+ 4.16% |
$87.8K - $138K
|
13.8K
$3.05M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
547+ 29.78% |
$87.3K - $137K
|
2.38K
$528K
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
542+ 8.21% |
$86.5K - $136K
|
7.14K
$1.58M
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
537+ 3.94% |
$85.7K - $134K
|
14.2K
$3.13M
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
534+ 0.33% |
$85.3K - $134K
|
161K
$35.7M
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
530+ 2.94% |
$84.6K - $133K
|
18.6K
$4.11M
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
525+ 6.32% |
$83.8K - $131K
|
8.83K
$1.95M
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
523+ 1.36% |
$83.5K - $131K
|
38.9K
$8.6M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
520+ 11.69% |
$83K - $130K
|
4.97K
$1.1M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
512+ 0.32% |
$81.8K - $128K
|
160K
$35.4M
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
511+ 1.37% |
$81.6K - $128K
|
37.8K
$8.36M
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
507+ 8.22% |
$81K - $127K
|
6.68K
$1.48M
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
506+ 17.8% |
$80.8K - $127K
|
3.35K
$741K
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
505+ 4.41% |
$80.6K - $126K
|
12K
$2.64M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
503+ 21.57% |
$80.3K - $126K
|
2.84K
$627K
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
500+ 21.55% |
$79.8K - $125K
|
2.82K
$624K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
500New |
$79.8K - $125K
|
500
$111K
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
500+ 2.46% |
$79.8K - $125K
|
20.9K
$4.61M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
493+ 6.62% |
$78.7K - $123K
|
7.94K
$1.76M
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
485+ 37.14% |
$77.4K - $121K
|
1.79K
$396K
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
483+ 4.14% |
$77.1K - $121K
|
12.2K
$2.69M
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
482+ 7.44% |
$77K - $121K
|
6.96K
$1.54M
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
460+ 117.95% |
$73.4K - $115K
|
850
$188K
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
454+ 2.7% |
$72.5K - $114K
|
17.3K
$3.82M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
443+ 37.16% |
$70.7K - $111K
|
1.64K
$362K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
442+ 1.71% |
$70.6K - $111K
|
26.2K
$5.8M
|