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 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
250+ 2.2% |
$81.2K - $96.5K
|
11.6K
$3.99M
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
249+ 7.57% |
$80.8K - $96.1K
|
3.54K
$1.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
249+ 5.13% |
$80.8K - $96.1K
|
5.11K
$1.75M
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
246+ 8.15% |
$79.9K - $95K
|
3.26K
$1.12M
|
|
|
Jan 06, 2026
Q4 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
245+ 8.71% |
$79.5K - $94.6K
|
3.06K
$1.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
244+ 4.4% |
$79.2K - $94.2K
|
5.79K
$1.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
233+ 4.19% |
$75.6K - $89.9K
|
5.79K
$1.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
227+ 0.36% |
$73.7K - $87.6K
|
63.5K
$21.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
223+ 2.99% |
$72.4K - $86.1K
|
7.67K
$2.63M
|
|
|
Jan 09, 2026
Q4 2025
|
Jvl Associates LLC
|
BUY
|
- |
223+ 11.6% |
$72.4K - $86.1K
|
2.15K
$735K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
223+ 0.26% |
$72.4K - $86.1K
|
86.4K
$29.6M
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
220+ 19.75% |
$71.4K - $84.9K
|
1.33K
$457K
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
220+ 6.82% |
$71.4K - $84.9K
|
3.45K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
213+ 2.38% |
$69.1K - $82.2K
|
9.15K
$3.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
209+ 5.41% |
$67.8K - $80.7K
|
4.07K
$1.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
207+ 22.87% |
$67.2K - $79.9K
|
1.11K
$381K
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
206+ 2.19% |
$66.9K - $79.5K
|
9.62K
$3.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
206+ 2.66% |
$66.9K - $79.5K
|
7.96K
$2.73M
|
|
|
Jan 15, 2026
Q4 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
204+ 26.81% |
$66.2K - $78.7K
|
965
$331K
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
203+ 1.34% |
$65.9K - $78.4K
|
15.3K
$5.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
201+ 5.62% |
$65.3K - $77.6K
|
3.78K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
CALL |
200+ 100.0% |
$64.9K - $77.2K
|
400
$137K
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
200+ 28.49% |
$64.9K - $77.2K
|
902
$309K
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
197+ 4.6% |
$64K - $76K
|
4.48K
$1.53M
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
197+ 2.33% |
$64K - $76K
|
8.67K
$2.97M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
196+ 6.18% |
$63.6K - $75.7K
|
3.37K
$1.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
195+ 48.99% |
$63.3K - $75.3K
|
593
$203K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
195+ 2.79% |
$63.3K - $75.3K
|
7.18K
$2.46M
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
193+ 5.66% |
$62.7K - $74.5K
|
3.61K
$1.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
192+ 2.32% |
$62.3K - $74.1K
|
8.47K
$2.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
192+ 4.1% |
$62.3K - $74.1K
|
4.88K
$1.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
192New |
$62.3K - $74.1K
|
192
$65.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
184+ 4.62% |
$59.7K - $71K
|
4.17K
$1.43M
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
183+ 6.87% |
$59.4K - $70.6K
|
2.85K
$975K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
181+ 3.28% |
$58.8K - $69.9K
|
5.7K
$1.95M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
180+ 5.48% |
$58.4K - $69.5K
|
3.47K
$1.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Farmers Trust CO
|
BUY
|
- |
180+ 8.77% |
$58.4K - $69.5K
|
2.23K
$765K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
176+ 6.42% |
$57.1K - $67.9K
|
2.92K
$1M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
174+ 58.0% |
$56.5K - $67.2K
|
474
$162K
|
|
|
Jan 13, 2026
Q4 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
173+ 21.98% |
$56.2K - $66.8K
|
960
$329K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
168+ 4.81% |
$54.5K - $64.8K
|
3.66K
$1.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
167+ 19.95% |
$54.2K - $64.5K
|
1K
$344K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
167+ 10.92% |
$54.2K - $64.5K
|
1.7K
$581K
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
166+ 15.62% |
$53.9K - $64.1K
|
1.23K
$421K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
165+ 3.68% |
$53.6K - $63.7K
|
4.64K
$1.59M
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
163+ 0.51% |
$52.9K - $62.9K
|
31.9K
$10.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
161+ 2.33% |
$52.3K - $62.1K
|
7.08K
$2.43M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
160+ 55.17% |
$51.9K - $61.8K
|
450
$154K
|
|
|
Jan 20, 2026
Q4 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
155+ 8.83% |
$50.3K - $59.8K
|
1.91K
$654K
|
|
|
Jan 15, 2026
Q4 2025
|
Gfg Capital, LLC
|
BUY
|
- |
155+ 23.99% |
$50.3K - $59.8K
|
801
$274K
|
|