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 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
63+ 8.07% |
$75.9K - $115K
|
844
$185K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
63New |
$75.9K - $115K
|
63
$13.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
62+ 2.39% |
$74.7K - $113K
|
2.66K
$581K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
62+ 1.09% |
$74.7K - $113K
|
5.76K
$1.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
62+ 7.36% |
$74.7K - $113K
|
904
$198K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
62+ 5.53% |
$74.7K - $113K
|
1.18K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
62+ 4.06% |
$74.7K - $113K
|
1.59K
$347K
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
BUY
|
- |
61+ 0.34% |
$73.5K - $112K
|
17.8K
$3.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
61+ 2.31% |
$73.5K - $112K
|
2.7K
$590K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
61+ 23.19% |
$73.5K - $112K
|
324
$70.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
61+ 7.32% |
$73.5K - $112K
|
894
$195K
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
60+ 31.58% |
$72.3K - $110K
|
250
$54.7K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
60+ 4.72% |
$72.3K - $110K
|
1.33K
$291K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
60+ 5.35% |
$72.3K - $110K
|
1.18K
$258K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
59+ 1.02% |
$71.1K - $108K
|
5.87K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
59+ 1.66% |
$71.1K - $108K
|
3.62K
$791K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
58+ 2.44% |
$69.9K - $106K
|
2.44K
$533K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
58+ 15.34% |
$69.9K - $106K
|
436
$95.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
57+ 8.56% |
$68.7K - $104K
|
723
$158K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
57+ 10.98% |
$68.7K - $104K
|
576
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
57+ 30.32% |
$68.7K - $104K
|
245
$53.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
56+ 12.64% |
$67.5K - $102K
|
499
$109K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56+ 1.02% |
$67.5K - $102K
|
5.52K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
56+ 3.55% |
$67.5K - $102K
|
1.63K
$357K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
56+ 5.25% |
$67.5K - $102K
|
1.12K
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
56+ 6.51% |
$67.5K - $102K
|
916
$200K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
56+ 12.81% |
$67.5K - $102K
|
493
$108K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
55+ 3.04% |
$66.3K - $101K
|
1.87K
$408K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
55+ 30.9% |
$66.3K - $101K
|
233
$50.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
55+ 16.27% |
$66.3K - $101K
|
393
$85.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
55+ 5.23% |
$66.3K - $101K
|
1.11K
$242K
|
|
|
Aug 06, 2024
Q2 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
55+ 5.93% |
$66.3K - $101K
|
983
$215K
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
55+ 5.21% |
$66.3K - $101K
|
1.11K
$243K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
54+ 1.54% |
$65.1K - $98.8K
|
3.56K
$777K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
54+ 4.31% |
$65.1K - $98.8K
|
1.31K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
54+ 9.89% |
$65.1K - $98.8K
|
600
$131K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
53+ 4.51% |
$63.8K - $96.9K
|
1.23K
$269K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
53+ 5.19% |
$63.8K - $96.9K
|
1.08K
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
53+ 3.22% |
$63.8K - $96.9K
|
1.7K
$371K
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
53+ 0.79% |
$63.8K - $96.9K
|
6.75K
$1.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
52+ 6.4% |
$62.6K - $95.1K
|
864
$189K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
52+ 6.02% |
$62.6K - $95.1K
|
916
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
52+ 11.74% |
$62.6K - $95.1K
|
495
$108K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
52+ 9.92% |
$62.6K - $95.1K
|
576
$126K
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
51+ 3.4% |
$61.4K - $93.3K
|
1.55K
$339K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 0.93% |
$60.2K - $91.4K
|
5.43K
$1.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
50+ 3.17% |
$60.2K - $91.4K
|
1.63K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
50+ 10.4% |
$60.2K - $91.4K
|
531
$116K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
50+ 12.25% |
$60.2K - $91.4K
|
458
$100K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
50+ 6.93% |
$60.2K - $91.4K
|
772
$169K
|