Purchases and Sales Made in Q2 2024 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q2 2024. The information is specifically focused on institutions that hold shares of Broadcom Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
640+ 243.35% |
$771K - $1.17M
|
903
$197K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
633+ 12.63% |
$763K - $1.16M
|
5.64K
$1.23M
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
625+ 93.01% |
$753K - $1.14M
|
1.3K
$284K
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
611+ 452.59% |
$736K - $1.12M
|
746
$163K
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
610+ 52.54% |
$735K - $1.12M
|
1.77K
$387K
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
602+ 23.31% |
$725K - $1.1M
|
3.19K
$696K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
602+ 71.75% |
$725K - $1.1M
|
1.44K
$315K
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
600+ 30000.0% |
$723K - $1.1M
|
602
$132K
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
600+ 109.89% |
$723K - $1.1M
|
1.15K
$251K
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
595+ 14.24% |
$717K - $1.09M
|
4.77K
$1.04M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
593+ 6.29% |
$714K - $1.08M
|
10K
$2.19M
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
589+ 107.09% |
$710K - $1.08M
|
1.14K
$249K
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
587New |
$707K - $1.07M
|
587
$128K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
586+ 2.33% |
$706K - $1.07M
|
25.8K
$5.64M
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
582+ 59.82% |
$701K - $1.06M
|
1.56K
$340K
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
580New |
$699K - $1.06M
|
580
$127K
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
579New |
$698K - $1.06M
|
579
$127K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
579+ 7.23% |
$698K - $1.06M
|
8.59K
$1.88M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
578+ 3.39% |
$696K - $1.06M
|
17.6K
$3.86M
|
|
Jul 29, 2024
Q2 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
577+ 2.45% |
$695K - $1.06M
|
24.2K
$5.28M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
576+ 8.49% |
$694K - $1.05M
|
7.36K
$1.61M
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
573+ 37.77% |
$690K - $1.05M
|
2.09K
$457K
|
|
Jul 16, 2024
Q2 2024
|
Covea Finance
|
BUY
|
- |
570+ 1.5% |
$687K - $1.04M
|
38.5K
$8.41M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
570New |
$687K - $1.04M
|
570
$125K
|
|
Aug 06, 2024
Q2 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
570+ 16.24% |
$687K - $1.04M
|
4.08K
$892K
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
567+ 5.98% |
$683K - $1.04M
|
10K
$2.2M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
566+ 6.97% |
$682K - $1.04M
|
8.68K
$1.9M
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
563+ 3.13% |
$678K - $1.03M
|
18.6K
$4.06M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
563+ 0.96% |
$678K - $1.03M
|
59.2K
$12.9M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
562+ 14.92% |
$677K - $1.03M
|
4.33K
$947K
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
561+ 13.55% |
$676K - $1.03M
|
4.7K
$1.03M
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
561+ 13.85% |
$676K - $1.03M
|
4.61K
$1.01M
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
560+ 933.33% |
$675K - $1.02M
|
620
$136K
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
560New |
$675K - $1.02M
|
560
$122K
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
557New |
$671K - $1.02M
|
557
$122K
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
556+ 56.16% |
$670K - $1.02M
|
1.55K
$338K
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
554+ 4.64% |
$667K - $1.01M
|
12.5K
$2.73M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
551+ 1197.83% |
$664K - $1.01M
|
597
$131K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
545+ 57.73% |
$657K - $997K
|
1.49K
$326K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
539New |
$649K - $986K
|
539
$118K
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
534+ 9.57% |
$643K - $977K
|
6.11K
$1.34M
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
533+ 190.36% |
$642K - $975K
|
813
$178K
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
532+ 87.36% |
$641K - $973K
|
1.14K
$249K
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
529New |
$637K - $967K
|
529
$116K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
526+ 0.34% |
$634K - $962K
|
154K
$33.7M
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
525+ 107.36% |
$632K - $960K
|
1.01K
$222K
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
523+ 268.21% |
$630K - $956K
|
718
$157K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
515+ 20.02% |
$620K - $942K
|
3.09K
$675K
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
515New |
$620K - $942K
|
515
$113K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
514+ 17.23% |
$619K - $940K
|
3.5K
$765K
|