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
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
50+ 59.52% |
$60.2K - $91.4K
|
134
$29.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 3.98% |
$60.2K - $91.4K
|
1.31K
$286K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
49+ 36.57% |
$59K - $89.6K
|
183
$40K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
49+ 2.19% |
$59K - $89.6K
|
2.29K
$500K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
49+ 2450.0% |
$59K - $89.6K
|
51
$11.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
49+ 3.04% |
$59K - $89.6K
|
1.66K
$364K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
48+ 3.43% |
$57.8K - $87.8K
|
1.45K
$316K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
48+ 27.91% |
$57.8K - $87.8K
|
220
$48.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
48+ 5.7% |
$57.8K - $87.8K
|
890
$195K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
47+ 23.86% |
$56.6K - $86K
|
244
$53.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
47+ 9.55% |
$56.6K - $86K
|
539
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
47+ 6.79% |
$56.6K - $86K
|
739
$162K
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
47+ 10.31% |
$56.6K - $86K
|
503
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
47+ 16.26% |
$56.6K - $86K
|
336
$73.5K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
46+ 21.7% |
$55.4K - $84.1K
|
258
$56.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
46+ 1.13% |
$55.4K - $84.1K
|
4.11K
$899K
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
46+ 28.4% |
$55.4K - $84.1K
|
208
$45.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
45+ 6.91% |
$54.2K - $82.3K
|
696
$152K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
45+ 900.0% |
$54.2K - $82.3K
|
50
$10.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
45+ 45.0% |
$54.2K - $82.3K
|
145
$31.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
45+ 8.32% |
$54.2K - $82.3K
|
586
$128K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
45+ 0.88% |
$54.2K - $82.3K
|
5.18K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
45+ 6.56% |
$54.2K - $82.3K
|
731
$160K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
45+ 8.72% |
$54.2K - $82.3K
|
561
$123K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
45+ 2.32% |
$54.2K - $82.3K
|
1.99K
$434K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
45+ 19.07% |
$54.2K - $82.3K
|
281
$61.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
44+ 3.29% |
$53K - $80.5K
|
1.38K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
44+ 0.45% |
$53K - $80.5K
|
9.76K
$2.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
43+ 5.59% |
$51.8K - $78.6K
|
812
$178K
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
43+ 4.25% |
$51.8K - $78.6K
|
1.05K
$230K
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
43+ 4.16% |
$51.8K - $78.6K
|
1.08K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
43+ 7.5% |
$51.8K - $78.6K
|
616
$135K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
43+ 0.24% |
$51.8K - $78.6K
|
17.6K
$3.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
42+ 1.32% |
$50.6K - $76.8K
|
3.23K
$706K
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
42+ 2.71% |
$50.6K - $76.8K
|
1.59K
$348K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 2.89% |
$50.6K - $76.8K
|
1.5K
$327K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
42+ 5.12% |
$50.6K - $76.8K
|
863
$189K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
42+ 12.92% |
$50.6K - $76.8K
|
367
$80.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
42+ 9.74% |
$50.6K - $76.8K
|
473
$103K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
41+ 8.23% |
$49.4K - $75K
|
539
$118K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
41New |
$49.4K - $75K
|
41
$8.97K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
41+ 11.71% |
$49.4K - $75K
|
391
$85.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
41+ 6.54% |
$49.4K - $75K
|
668
$146K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
40+ 21.98% |
$48.2K - $73.2K
|
222
$48.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
40+ 2.26% |
$48.2K - $73.2K
|
1.81K
$395K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
40+ 19.05% |
$48.2K - $73.2K
|
250
$54.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
40+ 93.02% |
$48.2K - $73.2K
|
83
$18.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
40+ 2.7% |
$48.2K - $73.2K
|
1.52K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
40+ 1.56% |
$48.2K - $73.2K
|
2.61K
$570K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
40+ 4.82% |
$48.2K - $73.2K
|
870
$190K
|