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 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
113+ 14.79% |
$36.7K - $43.6K
|
877
$301K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
112+ 0.74% |
$36.4K - $43.2K
|
15.3K
$5.23M
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
109+ 0.97% |
$35.4K - $42.1K
|
11.3K
$3.87M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
107+ 4.17% |
$34.7K - $41.3K
|
2.67K
$916K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
106+ 1.67% |
$34.4K - $40.9K
|
6.46K
$2.21M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
103+ 12.59% |
$33.4K - $39.8K
|
921
$316K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
101+ 1.33% |
$32.8K - $39K
|
7.69K
$2.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
101+ 6.03% |
$32.8K - $39K
|
1.78K
$609K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
100+ 25.0% |
$32.5K - $38.6K
|
500
$171K
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
100+ 11.99% |
$32.5K - $38.6K
|
934
$320K
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
98+ 4.42% |
$31.8K - $37.8K
|
2.32K
$794K
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
97+ 0.42% |
$31.5K - $37.4K
|
23.5K
$8.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
97+ 9.18% |
$31.5K - $37.4K
|
1.15K
$395K
|
|
|
Jan 26, 2026
Q4 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
96+ 2.34% |
$31.2K - $37.1K
|
4.2K
$1.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
96+ 2.48% |
$31.2K - $37.1K
|
3.97K
$1.36M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
94+ 6.95% |
$30.5K - $36.3K
|
1.45K
$496K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
92+ 4.48% |
$29.9K - $35.5K
|
2.15K
$735K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
91New |
$29.5K - $35.1K
|
91
$31.2K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
88+ 0.5% |
$28.6K - $34K
|
17.5K
$6.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
88+ 7.13% |
$28.6K - $34K
|
1.32K
$453K
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
86+ 4.86% |
$27.9K - $33.2K
|
1.86K
$636K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
83+ 0.43% |
$26.9K - $32K
|
19.4K
$6.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
81+ 3.95% |
$26.3K - $31.3K
|
2.13K
$730K
|
|
|
Jan 27, 2026
Q4 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
80+ 1.68% |
$26K - $30.9K
|
4.85K
$1.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
BUY
|
- |
80+ 1.3% |
$26K - $30.9K
|
6.25K
$2.14M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
79+ 2.34% |
$25.6K - $30.5K
|
3.46K
$1.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
74+ 1.61% |
$24K - $28.6K
|
4.68K
$1.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
74+ 3.65% |
$24K - $28.6K
|
2.1K
$721K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
74+ 3.13% |
$24K - $28.6K
|
2.44K
$835K
|
|
|
Jan 20, 2026
Q4 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
71+ 6.55% |
$23K - $27.4K
|
1.16K
$396K
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
70New |
$22.7K - $27K
|
70
$24K
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
BUY
|
- |
70+ 85.37% |
$22.7K - $27K
|
152
$52.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
70+ 0.99% |
$22.7K - $27K
|
7.17K
$2.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
70+ 0.74% |
$22.7K - $27K
|
9.52K
$3.26M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
70+ 8.51% |
$22.7K - $27K
|
893
$306K
|
|
|
Jan 26, 2026
Q4 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
67+ 1.86% |
$21.8K - $25.9K
|
3.67K
$1.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
66+ 9.79% |
$21.4K - $25.5K
|
740
$254K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
65+ 1.11% |
$21.1K - $25.1K
|
5.94K
$2.04M
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
63+ 1.76% |
$20.5K - $24.3K
|
3.64K
$1.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
63+ 0.39% |
$20.5K - $24.3K
|
16.2K
$5.56M
|
|
|
Jan 15, 2026
Q4 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
62+ 7.7% |
$20.1K - $23.9K
|
867
$297K
|
|
|
Jan 21, 2026
Q4 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
60+ 25.1% |
$19.5K - $23.2K
|
299
$102K
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
60+ 1.54% |
$19.5K - $23.2K
|
3.95K
$1.35M
|
|
|
Jan 20, 2026
Q4 2025
|
Element Squared LLC
Minneapolis, MN |
BUY
|
- |
59+ 0.77% |
$19.2K - $22.8K
|
7.73K
$2.65M
|
|
|
Jan 26, 2026
Q4 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
57+ 3.32% |
$18.5K - $22K
|
1.77K
$608K
|
|
|
Jan 26, 2026
Q4 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
56+ 88.89% |
$18.2K - $21.6K
|
119
$40.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
56+ 8.32% |
$18.2K - $21.6K
|
729
$250K
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
55+ 0.32% |
$17.9K - $21.2K
|
17K
$5.84M
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
55+ 6.09% |
$17.9K - $21.2K
|
958
$328K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
55+ 1.86% |
$17.9K - $21.2K
|
3.01K
$1.03M
|
|