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 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
44+ 1.85% |
$14.3K - $17K
|
2.42K
$829K
|
|
|
Jan 27, 2026
Q4 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
43+ 2.13% |
$14K - $16.6K
|
2.06K
$705K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
42+ 8.33% |
$13.6K - $16.2K
|
546
$187K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
42+ 3.69% |
$13.6K - $16.2K
|
1.18K
$405K
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
42+ 0.67% |
$13.6K - $16.2K
|
6.32K
$2.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
42+ 0.49% |
$13.6K - $16.2K
|
8.65K
$2.96M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
42+ 5.7% |
$13.6K - $16.2K
|
779
$267K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
41+ 5.92% |
$13.3K - $15.8K
|
734
$252K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
40+ 2.0% |
$13K - $15.4K
|
2.04K
$698K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
40+ 5.0% |
$13K - $15.4K
|
840
$288K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
38+ 1.01% |
$12.3K - $14.7K
|
3.79K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
37+ 3.3% |
$12K - $14.3K
|
1.16K
$397K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
37+ 0.88% |
$12K - $14.3K
|
4.22K
$1.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Lansing Street Advisors
|
BUY
|
- |
36+ 1.52% |
$11.7K - $13.9K
|
2.4K
$822K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
34+ 9.86% |
$11K - $13.1K
|
379
$130K
|
|
|
Jan 13, 2026
Q4 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
34+ 0.9% |
$11K - $13.1K
|
3.8K
$1.3M
|
|
|
Jan 22, 2026
Q4 2025
|
Capital Planning LLC
|
BUY
|
- |
33+ 0.83% |
$10.7K - $12.7K
|
4.02K
$1.38M
|
|
|
Jan 20, 2026
Q4 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
32+ 1.52% |
$10.4K - $12.4K
|
2.14K
$733K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
32+ 3.0% |
$10.4K - $12.4K
|
1.1K
$376K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayport, LLC
|
BUY
|
- |
31+ 2.05% |
$10.1K - $12K
|
1.55K
$529K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31+ 14.03% |
$10.1K - $12K
|
252
$86.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
31+ 0.22% |
$10.1K - $12K
|
14.3K
$4.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
31+ 21.09% |
$10.1K - $12K
|
178
$61K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
29+ 0.36% |
$9.41K - $11.2K
|
8.19K
$2.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
29+ 2.18% |
$9.41K - $11.2K
|
1.36K
$465K
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
29+ 2.18% |
$9.41K - $11.2K
|
1.36K
$466K
|
|
|
Jan 16, 2026
Q4 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
28+ 1.6% |
$9.09K - $10.8K
|
1.78K
$609K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
27+ 0.22% |
$8.77K - $10.4K
|
12.1K
$4.13M
|
|
|
Jan 26, 2026
Q4 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
26+ 1.88% |
$8.44K - $10K
|
1.41K
$483K
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
26+ 4.15% |
$8.44K - $10K
|
652
$223K
|
|
|
Jan 21, 2026
Q4 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
26+ 1.11% |
$8.44K - $10K
|
2.36K
$808K
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
26+ 15.29% |
$8.44K - $10K
|
196
$67.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Bath Savings Trust CO
|
BUY
|
- |
26+ 1.71% |
$8.44K - $10K
|
1.55K
$530K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 0.11% |
$8.12K - $9.65K
|
21.9K
$7.51M
|
|
|
Jan 27, 2026
Q4 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
22+ 0.18% |
$7.14K - $8.49K
|
12.3K
$4.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
22+ 4.48% |
$7.14K - $8.49K
|
513
$176K
|
|
|
Jan 27, 2026
Q4 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
21+ 1.35% |
$6.82K - $8.11K
|
1.58K
$540K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
21+ 0.81% |
$6.82K - $8.11K
|
2.62K
$899K
|
|
|
Jan 26, 2026
Q4 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
20+ 1.98% |
$6.49K - $7.72K
|
1.03K
$353K
|
|
|
Jan 21, 2026
Q4 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
20+ 2.91% |
$6.49K - $7.72K
|
708
$243K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
19+ 0.12% |
$6.17K - $7.33K
|
16.4K
$5.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
19+ 0.81% |
$6.17K - $7.33K
|
2.37K
$812K
|
|
|
Jan 27, 2026
Q4 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
18+ 0.35% |
$5.84K - $6.95K
|
5.13K
$1.76M
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
18+ 0.47% |
$5.84K - $6.95K
|
3.82K
$1.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
18+ 1.86% |
$5.84K - $6.95K
|
988
$339K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
18+ 0.3% |
$5.84K - $6.95K
|
6.1K
$2.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Riverview Trust CO
|
BUY
|
- |
17+ 0.39% |
$5.52K - $6.56K
|
4.39K
$1.5M
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 0.27% |
$5.19K - $6.18K
|
5.94K
$2.04M
|
|
|
Jan 26, 2026
Q4 2025
|
Marion Wealth Management
|
BUY
|
- |
15+ 0.4% |
$4.87K - $5.79K
|
3.76K
$1.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
15+ 0.23% |
$4.87K - $5.79K
|
6.56K
$2.25M
|
|