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 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
93+ 4.64% |
$112K - $170K
|
2.1K
$458K
|
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
93+ 0.69% |
$112K - $170K
|
13.6K
$2.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
92+ 15.44% |
$111K - $168K
|
688
$150K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
91+ 57.96% |
$110K - $166K
|
248
$54.2K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
91+ 1.99% |
$110K - $166K
|
4.67K
$1.02M
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
90+ 2.18% |
$108K - $165K
|
4.22K
$923K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
90+ 0.51% |
$108K - $165K
|
17.7K
$3.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
90+ 20.98% |
$108K - $165K
|
519
$113K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
90+ 0.96% |
$108K - $165K
|
9.43K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
90+ 18.26% |
$108K - $165K
|
583
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
90+ 10.31% |
$108K - $165K
|
963
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
90+ 3.38% |
$108K - $165K
|
2.76K
$602K
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
BUY
|
- |
89+ 22.53% |
$107K - $163K
|
484
$106K
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
89+ 51.74% |
$107K - $163K
|
261
$57.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
89+ 0.76% |
$107K - $163K
|
11.8K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
89+ 17.08% |
$107K - $163K
|
610
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
89+ 25.21% |
$107K - $163K
|
442
$96.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
89+ 30.38% |
$107K - $163K
|
382
$83.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
88+ 9.05% |
$106K - $161K
|
1.06K
$232K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
87+ 7.26% |
$105K - $159K
|
1.29K
$281K
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
87+ 36.55% |
$105K - $159K
|
325
$71.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
87+ 1.52% |
$105K - $159K
|
5.79K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
87New |
$105K - $159K
|
87
$19K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
86+ 18.82% |
$104K - $157K
|
543
$119K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
86+ 5.06% |
$104K - $157K
|
1.79K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
86+ 4.57% |
$104K - $157K
|
1.97K
$431K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
85+ 37.44% |
$102K - $155K
|
312
$68.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
85+ 13.24% |
$102K - $155K
|
727
$159K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
85New |
$102K - $155K
|
85
$18.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
84+ 15.36% |
$101K - $154K
|
631
$138K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
84+ 0.18% |
$101K - $154K
|
46.3K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
84+ 0.68% |
$101K - $154K
|
12.4K
$2.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
83+ 7.93% |
$100K - $152K
|
1.13K
$247K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
83+ 6.58% |
$100K - $152K
|
1.35K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
83+ 13.47% |
$100K - $152K
|
699
$153K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
82+ 82.0% |
$98.8K - $150K
|
182
$39.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
82+ 9.51% |
$98.8K - $150K
|
944
$206K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
81+ 0.87% |
$97.6K - $148K
|
9.41K
$2.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
80+ 0.95% |
$96.4K - $146K
|
8.49K
$1.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
80+ 6.16% |
$96.4K - $146K
|
1.38K
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
80+ 15.66% |
$96.4K - $146K
|
591
$129K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
80+ 5.51% |
$96.4K - $146K
|
1.53K
$335K
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
80+ 9.57% |
$96.4K - $146K
|
916
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
80New |
$96.4K - $146K
|
80
$17.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
79+ 1.77% |
$95.2K - $144K
|
4.55K
$994K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
79New |
$95.2K - $144K
|
79
$17.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
79+ 16.09% |
$95.2K - $144K
|
570
$125K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
78+ 2.64% |
$94K - $143K
|
3.03K
$663K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
77+ 2.92% |
$92.8K - $141K
|
2.71K
$593K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
77+ 0.15% |
$92.8K - $141K
|
50.6K
$11.1M
|