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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1KNew |
$147K - $277K
|
1K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
CALL |
1KNew |
$146K - $276K
|
1K
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1KNew |
$146K - $276K
|
1K
$343K
|
|
|
Jul 22, 2025
Q2 2025
|
Cullinan Associates Inc
|
BUY
|
- |
1K+ 11.49% |
$146K - $276K
|
9.7K
$3.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1KNew |
$146K - $276K
|
1K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
990New |
$145K - $273K
|
990
$339K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
990New |
$145K - $273K
|
990
$339K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
980+ 1400.0% |
$143K - $270K
|
1.05K
$360K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
979New |
$143K - $270K
|
979
$335K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
970New |
$142K - $267K
|
970
$332K
|
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
970New |
$142K - $267K
|
970
$332K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
963New |
$141K - $265K
|
963
$330K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
960New |
$140K - $265K
|
960
$329K
|
|
|
Jul 23, 2025
Q2 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
960New |
$140K - $265K
|
960
$329K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
960New |
$140K - $265K
|
960
$329K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
956+ 85.36% |
$140K - $264K
|
2.08K
$711K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
947New |
$139K - $261K
|
947
$324K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
944New |
$138K - $260K
|
944
$323K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
930New |
$136K - $256K
|
930
$319K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
912New |
$133K - $251K
|
912
$312K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
910New |
$133K - $251K
|
910
$312K
|
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
901+ 49.94% |
$132K - $248K
|
2.71K
$927K
|
|
|
Aug 13, 2025
Q2 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
900New |
$132K - $248K
|
900
$308K
|
|
|
Aug 05, 2025
Q2 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
900New |
$132K - $248K
|
900
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
899New |
$132K - $248K
|
899
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
898New |
$131K - $248K
|
898
$308K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
889New |
$130K - $245K
|
889
$305K
|
|
|
Jul 18, 2025
Q2 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
884New |
$129K - $244K
|
884
$303K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
881New |
$129K - $243K
|
881
$302K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
869New |
$127K - $240K
|
869
$298K
|
|
|
Aug 05, 2025
Q2 2025
|
Meridian Management CO
|
BUY
|
- |
867New |
$127K - $239K
|
867
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
866New |
$127K - $239K
|
866
$297K
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
861New |
$126K - $237K
|
861
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
850New |
$124K - $234K
|
850
$291K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
847+ 16.4% |
$124K - $233K
|
6.01K
$2.06M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
839New |
$123K - $231K
|
839
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
820New |
$120K - $226K
|
820
$281K
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
818New |
$120K - $225K
|
818
$280K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
813New |
$119K - $224K
|
813
$279K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
812New |
$119K - $224K
|
812
$278K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
810New |
$118K - $223K
|
810
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
PUT |
800New |
$117K - $221K
|
800
$274K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
800New |
$117K - $221K
|
800
$274K
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
795New |
$116K - $219K
|
795
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
793+ 5.73% |
$116K - $219K
|
14.6K
$5.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Carroll Investors, Inc
|
BUY
|
- |
793New |
$116K - $219K
|
793
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
BUY
|
- |
790New |
$116K - $218K
|
790
$271K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
790New |
$116K - $218K
|
790
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
782+ 19.2% |
$114K - $216K
|
4.85K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Bender Robert & Associates
|
BUY
|
- |
775New |
$113K - $214K
|
775
$266K
|
|