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 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
766+ 58.74% |
$122K - $192K
|
2.07K
$499K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
756+ 10.44% |
$121K - $189K
|
8K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
756+ 1.61% |
$121K - $189K
|
47.7K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
754+ 7.78% |
$120K - $189K
|
10.4K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
733+ 2.96% |
$117K - $183K
|
25.5K
$6.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
685+ 10.83% |
$109K - $171K
|
7.01K
$1.69M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
676+ 0.97% |
$108K - $169K
|
70.4K
$17M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
672+ 6.22% |
$107K - $168K
|
11.5K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
660+ 1.88% |
$105K - $165K
|
35.7K
$8.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
660+ 1.11% |
$105K - $165K
|
60K
$14.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
645+ 2.13% |
$103K - $161K
|
31K
$7.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
644+ 18.45% |
$103K - $161K
|
4.14K
$996K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
609+ 1.71% |
$97.2K - $152K
|
36.3K
$8.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
608+ 2.6% |
$97.1K - $152K
|
24K
$5.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
605+ 21.62% |
$96.6K - $151K
|
3.4K
$820K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
584+ 123.47% |
$93.2K - $146K
|
1.06K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
566+ 9.42% |
$90.4K - $142K
|
6.58K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
564+ 15.67% |
$90.1K - $141K
|
4.16K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
563+ 4.04% |
$89.9K - $141K
|
14.5K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
559+ 44.58% |
$89.3K - $140K
|
1.81K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
554+ 3.64% |
$88.5K - $139K
|
15.8K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
554+ 15.29% |
$88.5K - $139K
|
4.18K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
534+ 0.33% |
$85.3K - $134K
|
161K
$38.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
525+ 6.32% |
$83.8K - $131K
|
8.83K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
520+ 11.69% |
$83K - $130K
|
4.97K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
512+ 0.32% |
$81.8K - $128K
|
160K
$38.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
507+ 8.22% |
$81K - $127K
|
6.68K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
500New |
$79.8K - $125K
|
500
$120K
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
500+ 2.46% |
$79.8K - $125K
|
20.9K
$5.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
485+ 37.14% |
$77.4K - $121K
|
1.79K
$431K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
483+ 4.14% |
$77.1K - $121K
|
12.2K
$2.93M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
460+ 117.95% |
$73.4K - $115K
|
850
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
443+ 37.16% |
$70.7K - $111K
|
1.64K
$394K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
442+ 1.71% |
$70.6K - $111K
|
26.2K
$6.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
439+ 3.18% |
$70.1K - $110K
|
14.2K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
435+ 31.41% |
$69.5K - $109K
|
1.82K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
433+ 2.96% |
$69.1K - $108K
|
15.1K
$3.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
430+ 6.39% |
$68.7K - $108K
|
7.16K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
413+ 8.35% |
$65.9K - $103K
|
5.36K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
411New |
$65.6K - $103K
|
411
$99K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
408+ 20.13% |
$65.1K - $102K
|
2.44K
$587K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
395+ 11.69% |
$63.1K - $98.8K
|
3.78K
$909K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
392+ 9.85% |
$62.6K - $98K
|
4.37K
$1.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
386+ 2.99% |
$61.6K - $96.5K
|
13.3K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
383+ 15.32% |
$61.2K - $95.8K
|
2.88K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
383+ 2.37% |
$61.2K - $95.8K
|
16.5K
$3.98M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
370+ 9.79% |
$59.1K - $92.5K
|
4.15K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
356+ 11.26% |
$56.8K - $89K
|
3.52K
$847K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
353+ 14.84% |
$56.4K - $88.3K
|
2.73K
$658K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
343+ 25.52% |
$54.8K - $85.8K
|
1.69K
$406K
|