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 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 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.25K+ 29.88% |
$732K - $870K
|
9.8K
$3.36M
|
|
|
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 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.98K+ 1.92% |
$641K - $763K
|
105K
$35.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Financial Planning Navigators Corp
Maple Grove, MN |
BUY
|
- |
1.91KNew |
$619K - $736K
|
1.91K
$654K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.87K+ 18.45% |
$608K - $723K
|
12K
$4.12M
|
|
|
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 21, 2026
Q4 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.7K+ 90.52% |
$552K - $656K
|
3.58K
$1.23M
|
|
|
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 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
1.63K+ 1.45% |
$529K - $630K
|
114K
$39.2M
|
|
|
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 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
1.61KNew |
$522K - $621K
|
1.61K
$551K
|
|
|
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 21, 2026
Q4 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.52K+ 9.61% |
$494K - $587K
|
17.4K
$5.95M
|
|
|
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 21, 2026
Q4 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.43K+ 36.95% |
$464K - $552K
|
5.3K
$1.82M
|
|
|
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
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.29K+ 9.36% |
$419K - $498K
|
15.1K
$5.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.29K+ 4.69% |
$418K - $497K
|
28.8K
$9.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.28K+ 0.06% |
$414K - $492K
|
2.11M
$722M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.26KNew |
$407K - $484K
|
1.26K
$430K
|
|
|
Jan 21, 2026
Q4 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.25K+ 2.95% |
$404K - $481K
|
43.5K
$14.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.22K+ 12.9% |
$397K - $472K
|
10.7K
$3.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.21K+ 68.72% |
$392K - $465K
|
2.96K
$1.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.2K+ 17.55% |
$391K - $464K
|
8.06K
$2.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.2K+ 13.86% |
$391K - $464K
|
9.88K
$3.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
1.2KNew |
$390K - $463K
|
1.2K
$411K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
1.19K+ 2.55% |
$385K - $457K
|
47.7K
$16.3M
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
1.12K+ 11.62% |
$364K - $432K
|
10.8K
$3.69M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.09K+ 14.48% |
$354K - $421K
|
8.63K
$2.96M
|
|