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 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
319+ 14.8% |
$50.9K - $79.8K
|
2.47K
$473K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
319+ 24.94% |
$50.9K - $79.8K
|
1.6K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
318+ 6.03% |
$50.8K - $79.5K
|
5.59K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
315+ 3.47% |
$50.3K - $78.8K
|
9.38K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
315+ 0.56% |
$50.3K - $78.8K
|
56.1K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
313+ 0.5% |
$50K - $78.3K
|
63.3K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
313+ 2.82% |
$50K - $78.3K
|
11.4K
$2.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
311+ 25.47% |
$49.7K - $77.8K
|
1.53K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
308New |
$49.2K - $77K
|
308
$58.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
308+ 6.07% |
$49.2K - $77K
|
5.38K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
307+ 5.24% |
$49K - $76.8K
|
6.17K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
307+ 1.02% |
$49K - $76.8K
|
30.3K
$5.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
306+ 14.87% |
$48.9K - $76.5K
|
2.36K
$452K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
305+ 18.55% |
$48.7K - $76.3K
|
1.95K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
304+ 18.2% |
$48.5K - $76K
|
1.97K
$378K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
303+ 10.59% |
$48.4K - $75.8K
|
3.16K
$605K
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
300+ 42.86% |
$47.9K - $75K
|
1K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
300+ 11.07% |
$47.9K - $75K
|
3.01K
$576K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
300+ 9.09% |
$47.9K - $75K
|
3.6K
$689K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
300New |
$47.9K - $75K
|
300
$57.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
298+ 1.51% |
$47.6K - $74.5K
|
20K
$3.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
297+ 4.12% |
$47.4K - $74.3K
|
7.5K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
297+ 24.75% |
$47.4K - $74.3K
|
1.5K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
294+ 22.95% |
$46.9K - $73.5K
|
1.58K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
292+ 7.44% |
$46.6K - $73K
|
4.22K
$806K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
290+ 5.33% |
$46.3K - $72.5K
|
5.73K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
289+ 5.21% |
$46.1K - $72.3K
|
5.84K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
288+ 8.7% |
$46K - $72K
|
3.6K
$688K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
287+ 2.75% |
$45.8K - $71.8K
|
10.7K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
285+ 1.12% |
$45.5K - $71.3K
|
25.8K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
285+ 1.47% |
$45.5K - $71.3K
|
19.7K
$3.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
285+ 1.69% |
$45.5K - $71.3K
|
17.1K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
283+ 17.6% |
$45.2K - $70.8K
|
1.89K
$362K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
282+ 8.86% |
$45K - $70.5K
|
3.46K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
278+ 30.75% |
$44.4K - $69.5K
|
1.18K
$226K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
276+ 18.04% |
$44.1K - $69K
|
1.81K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
275+ 0.7% |
$43.9K - $68.8K
|
39.6K
$7.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
275+ 0.22% |
$43.9K - $68.8K
|
123K
$23.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
275+ 9.49% |
$43.9K - $68.8K
|
3.17K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
275+ 4.54% |
$43.9K - $68.8K
|
6.33K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
274+ 11.23% |
$43.7K - $68.5K
|
2.71K
$519K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
274+ 10.47% |
$43.7K - $68.5K
|
2.89K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
270+ 11.59% |
$43.1K - $67.5K
|
2.6K
$497K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
270New |
$43.1K - $67.5K
|
270
$51.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
270+ 18.51% |
$43.1K - $67.5K
|
1.73K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
267+ 19.52% |
$42.6K - $66.8K
|
1.64K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
265+ 0.52% |
$42.3K - $66.3K
|
51.6K
$9.86M
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
264+ 11.25% |
$42.2K - $66K
|
2.61K
$499K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
264+ 0.88% |
$42.2K - $66K
|
30.4K
$5.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
263+ 7.97% |
$42K - $65.8K
|
3.56K
$681K
|