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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
24+ 11.27% |
$28.9K - $43.9K
|
237
$51.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
24+ 13.26% |
$28.9K - $43.9K
|
205
$44.8K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
24+ 2.82% |
$28.9K - $43.9K
|
874
$191K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
23+ 2.05% |
$27.7K - $42.1K
|
1.14K
$250K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
23+ 0.61% |
$27.7K - $42.1K
|
3.79K
$828K
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
23+ 2300.0% |
$27.7K - $42.1K
|
24
$5.25K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
23+ 1.2% |
$27.7K - $42.1K
|
1.94K
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
23+ 6.53% |
$27.7K - $42.1K
|
375
$82K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
23+ 3.55% |
$27.7K - $42.1K
|
670
$147K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
23+ 3.03% |
$27.7K - $42.1K
|
781
$171K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
22+ 8.15% |
$26.5K - $40.2K
|
292
$63.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
22+ 2.08% |
$26.5K - $40.2K
|
1.08K
$236K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
22+ 733.33% |
$26.5K - $40.2K
|
25
$5.47K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
22+ 11.11% |
$26.5K - $40.2K
|
220
$48.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
22+ 2.51% |
$26.5K - $40.2K
|
900
$197K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
22New |
$26.5K - $40.2K
|
22
$4.81K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
22+ 1.53% |
$26.5K - $40.2K
|
1.46K
$319K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
21+ 8.4% |
$25.3K - $38.4K
|
271
$59.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
21+ 10.66% |
$25.3K - $38.4K
|
218
$47.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
21+ 1.84% |
$25.3K - $38.4K
|
1.16K
$255K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21+ 3.26% |
$25.3K - $38.4K
|
666
$146K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
21+ 7.39% |
$25.3K - $38.4K
|
305
$66.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
21+ 1.98% |
$25.3K - $38.4K
|
1.08K
$237K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
21+ 1.36% |
$25.3K - $38.4K
|
1.57K
$343K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 8.68% |
$25.3K - $38.4K
|
263
$57.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
21+ 2.04% |
$25.3K - $38.4K
|
1.05K
$230K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
21+ 1.23% |
$25.3K - $38.4K
|
1.73K
$378K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
20+ 1.89% |
$24.1K - $36.6K
|
1.08K
$236K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
20+ 4.94% |
$24.1K - $36.6K
|
425
$92.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
20+ 4.81% |
$24.1K - $36.6K
|
436
$95.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20+ 3.64% |
$24.1K - $36.6K
|
570
$125K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
20+ 45.45% |
$24.1K - $36.6K
|
64
$14K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 4.95% |
$24.1K - $36.6K
|
424
$92.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20+ 3.57% |
$24.1K - $36.6K
|
581
$127K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
20+ 1.37% |
$24.1K - $36.6K
|
1.49K
$325K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
20+ 7.3% |
$24.1K - $36.6K
|
294
$64.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
BUY
|
- |
19+ 3.42% |
$22.9K - $34.7K
|
574
$126K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
19+ 11.11% |
$22.9K - $34.7K
|
190
$41.5K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
19+ 3.62% |
$22.9K - $34.7K
|
544
$119K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
19+ 5.71% |
$22.9K - $34.7K
|
352
$77K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
19+ 0.37% |
$22.9K - $34.7K
|
5.13K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
19+ 0.25% |
$22.9K - $34.7K
|
7.64K
$1.67M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
19+ 8.84% |
$22.9K - $34.7K
|
234
$51.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19+ 18.63% |
$22.9K - $34.7K
|
121
$26.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
19+ 4.67% |
$22.9K - $34.7K
|
426
$93.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
19+ 6.05% |
$22.9K - $34.7K
|
333
$72.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
19+ 8.88% |
$22.9K - $34.7K
|
233
$50.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
19+ 1.15% |
$22.9K - $34.7K
|
1.68K
$367K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
19+ 4.75% |
$22.9K - $34.7K
|
419
$91.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
19+ 1.78% |
$22.9K - $34.7K
|
1.09K
$238K
|