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 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
4.07KNew |
$1.32M - $1.57M
|
4.07K
$1.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.76K+ 6.8% |
$1.22M - $1.45M
|
59.1K
$20.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.73K+ 52.41% |
$1.21M - $1.44M
|
10.8K
$3.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.61K+ 8.7% |
$1.17M - $1.39M
|
45.1K
$15.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
3.54K+ 4.13% |
$1.15M - $1.37M
|
89.2K
$30.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
3.53K+ 14.62% |
$1.14M - $1.36M
|
27.6K
$9.47M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.48K+ 126.46% |
$1.13M - $1.34M
|
6.23K
$2.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.45K+ 1.95% |
$1.12M - $1.33M
|
180K
$61.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
3.29K+ 8.79% |
$1.07M - $1.27M
|
40.7K
$14M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
3.24K+ 2.18% |
$1.05M - $1.25M
|
152K
$52.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
3.08K+ 36.65% |
$998K - $1.19M
|
11.5K
$3.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
3.04K+ 82.84% |
$986K - $1.17M
|
6.7K
$2.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3K+ 32.33% |
$975K - $1.16M
|
12.3K
$4.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.89KNew |
$938K - $1.12M
|
2.89K
$990K
|
|
|
Jan 15, 2026
Q4 2025
|
Scharf Investments, LLC
|
BUY
|
- |
2.79K+ 70.13% |
$905K - $1.08M
|
6.77K
$2.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.65K+ 3.71% |
$861K - $1.02M
|
74.1K
$25.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
2.65KNew |
$859K - $1.02M
|
2.65K
$906K
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.61KNew |
$848K - $1.01M
|
2.61K
$895K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.58K+ 10.35% |
$837K - $995K
|
27.5K
$9.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
2.5KNew |
$812K - $965K
|
2.5K
$857K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.47K+ 5.09% |
$802K - $954K
|
51K
$17.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.43K+ 59.71% |
$790K - $939K
|
6.51K
$2.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.43K+ 7.82% |
$788K - $937K
|
33.5K
$11.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.23K+ 0.87% |
$724K - $861K
|
257K
$88.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.21K+ 1.23% |
$717K - $853K
|
182K
$62.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
2.16K+ 15.62% |
$702K - $834K
|
16K
$5.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.11K+ 6.51% |
$683K - $812K
|
34.4K
$11.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.02K+ 55.95% |
$657K - $781K
|
5.64K
$1.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2K+ 2.65% |
$650K - $773K
|
77.4K
$26.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.98K+ 55.18% |
$643K - $764K
|
5.57K
$1.91M
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
1.91KNew |
$619K - $736K
|
1.91K
$654K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.87K+ 39.78% |
$606K - $720K
|
6.56K
$2.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.83K+ 1.45% |
$592K - $704K
|
128K
$43.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.77K+ 7.27% |
$573K - $682K
|
26.1K
$8.93M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.75KNew |
$566K - $674K
|
1.75K
$598K
|
|
|
Jan 09, 2026
Q4 2025
|
Community Trust & Investment CO
|
BUY
|
- |
1.7K+ 0.93% |
$552K - $656K
|
185K
$63.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.69K+ 96.9% |
$548K - $651K
|
3.43K
$1.17M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.62K+ 4.7% |
$526K - $625K
|
36.1K
$12.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
1.61KNew |
$523K - $622K
|
1.61K
$552K
|
|
|
Jan 15, 2026
Q4 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.58K+ 2.04% |
$512K - $608K
|
79K
$27.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.54K+ 67.54% |
$501K - $596K
|
3.83K
$1.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
PUT |
1.5KNew |
$487K - $579K
|
1.5K
$514K
|
|
|
Jan 16, 2026
Q4 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.49KNew |
$482K - $573K
|
1.49K
$509K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.47K+ 185.03% |
$478K - $568K
|
2.27K
$776K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
1.43K+ 87.78% |
$464K - $552K
|
3.06K
$1.05M
|
|
|
Jan 09, 2026
Q4 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.42KNew |
$461K - $548K
|
1.42K
$486K
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
1.4KNew |
$454K - $540K
|
1.4K
$480K
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.37K+ 63.55% |
$446K - $530K
|
3.54K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.35KNew |
$438K - $521K
|
1.35K
$463K
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.33K+ 9.34% |
$432K - $514K
|
15.6K
$5.34M
|
|