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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
84+ 0.3% |
$13.4K - $21K
|
28.4K
$5.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
84+ 0.99% |
$13.4K - $21K
|
8.58K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
84+ 4.22% |
$13.4K - $21K
|
2.07K
$396K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
84+ 3.04% |
$13.4K - $21K
|
2.85K
$544K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
83+ 1.22% |
$13.3K - $20.8K
|
6.87K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
83+ 6.79% |
$13.3K - $20.8K
|
1.31K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
82+ 0.55% |
$13.1K - $20.5K
|
14.9K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
82+ 3.39% |
$13.1K - $20.5K
|
2.5K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
82+ 0.6% |
$13.1K - $20.5K
|
13.8K
$2.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
81+ 1.02% |
$12.9K - $20.3K
|
8.01K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
81+ 3.65% |
$12.9K - $20.3K
|
2.3K
$440K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
80New |
$12.8K - $20K
|
80
$15.3K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
80+ 2.72% |
$12.8K - $20K
|
3.02K
$577K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
80+ 2.48% |
$12.8K - $20K
|
3.3K
$631K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
80+ 1.59% |
$12.8K - $20K
|
5.11K
$977K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
80+ 4.08% |
$12.8K - $20K
|
2.04K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
79+ 5.0% |
$12.6K - $19.8K
|
1.66K
$317K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
79+ 0.34% |
$12.6K - $19.8K
|
23K
$4.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
78+ 0.82% |
$12.5K - $19.5K
|
9.59K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
77+ 1.25% |
$12.3K - $19.3K
|
6.25K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
77+ 2.8% |
$12.3K - $19.3K
|
2.83K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
76+ 0.75% |
$12.1K - $19K
|
10.2K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
76+ 0.54% |
$12.1K - $19K
|
14.2K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
75+ 1.04% |
$12K - $18.8K
|
7.31K
$1.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
75+ 4.41% |
$12K - $18.8K
|
1.78K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
74+ 0.11% |
$11.8K - $18.5K
|
67.9K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
74+ 5.56% |
$11.8K - $18.5K
|
1.4K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
74+ 0.91% |
$11.8K - $18.5K
|
8.17K
$1.56M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
73+ 5.62% |
$11.7K - $18.3K
|
1.37K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
73+ 2.15% |
$11.7K - $18.3K
|
3.46K
$662K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
73+ 0.68% |
$11.7K - $18.3K
|
10.8K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
73+ 0.58% |
$11.7K - $18.3K
|
12.7K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
73+ 0.44% |
$11.7K - $18.3K
|
16.8K
$3.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
72+ 0.67% |
$11.5K - $18K
|
10.8K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
71+ 1.73% |
$11.3K - $17.8K
|
4.18K
$799K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
70New |
$11.2K - $17.5K
|
70
$13.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
70+ 5.6% |
$11.2K - $17.5K
|
1.32K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
70+ 70.0% |
$11.2K - $17.5K
|
170
$32.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
70+ 2.32% |
$11.2K - $17.5K
|
3.08K
$589K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
70+ 1.52% |
$11.2K - $17.5K
|
4.66K
$891K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
70+ 16.28% |
$11.2K - $17.5K
|
500
$95.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
69+ 2.14% |
$11K - $17.3K
|
3.29K
$628K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
68+ 5.8% |
$10.9K - $17K
|
1.24K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
68+ 0.33% |
$10.9K - $17K
|
21K
$4.01M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
67+ 2.22% |
$10.7K - $16.8K
|
3.09K
$591K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
67+ 2.09% |
$10.7K - $16.8K
|
3.27K
$625K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
67+ 2.95% |
$10.7K - $16.8K
|
2.34K
$447K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
64+ 3.99% |
$10.2K - $16K
|
1.67K
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
63+ 1.95% |
$10.1K - $15.8K
|
3.29K
$629K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
63+ 1.04% |
$10.1K - $15.8K
|
6.12K
$1.17M
|