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 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
9+ 4.23% |
$10.8K - $16.5K
|
222
$48.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
9+ 2.8% |
$10.8K - $16.5K
|
331
$72.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
9+ 0.63% |
$10.8K - $16.5K
|
1.45K
$316K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
9+ 2.74% |
$10.8K - $16.5K
|
337
$73.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9+ 3.49% |
$10.8K - $16.5K
|
267
$58.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 225.0% |
$10.8K - $16.5K
|
13
$2.84K
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
9+ 5.0% |
$10.8K - $16.5K
|
189
$41.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9+ 1.27% |
$10.8K - $16.5K
|
717
$157K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9+ 180.0% |
$10.8K - $16.5K
|
14
$3.06K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
9+ 0.32% |
$10.8K - $16.5K
|
2.79K
$609K
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
9+ 0.86% |
$10.8K - $16.5K
|
1.06K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
9+ 2.96% |
$10.8K - $16.5K
|
313
$68.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
9+ 7.09% |
$10.8K - $16.5K
|
136
$29.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
9+ 4.92% |
$10.8K - $16.5K
|
192
$42K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
9+ 2.22% |
$10.8K - $16.5K
|
415
$90.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
8+ 0.08% |
$9.64K - $14.6K
|
9.88K
$2.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
8+ 3.98% |
$9.64K - $14.6K
|
209
$45.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
8+ 0.57% |
$9.64K - $14.6K
|
1.41K
$308K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
8+ 3.29% |
$9.64K - $14.6K
|
251
$54.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
8+ 0.63% |
$9.64K - $14.6K
|
1.28K
$279K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 21.05% |
$9.64K - $14.6K
|
46
$10.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8+ 2.43% |
$9.64K - $14.6K
|
337
$73.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.85% |
$9.64K - $14.6K
|
952
$208K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.58% |
$9.64K - $14.6K
|
1.38K
$302K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8+ 6.25% |
$9.64K - $14.6K
|
136
$29.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
8+ 0.66% |
$9.64K - $14.6K
|
1.23K
$269K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8+ 21.05% |
$9.64K - $14.6K
|
46
$10.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
8New |
$9.64K - $14.6K
|
8
$1.75K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
8+ 1.24% |
$9.64K - $14.6K
|
655
$143K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.83% |
$9.64K - $14.6K
|
974
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
8+ 0.89% |
$9.64K - $14.6K
|
905
$198K
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
7New |
$8.43K - $12.8K
|
7
$1.53K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7+ 350.0% |
$8.43K - $12.8K
|
9
$1.97K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7+ 1.75% |
$8.43K - $12.8K
|
406
$88.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
7+ 0.84% |
$8.43K - $12.8K
|
838
$183K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7+ 15.56% |
$8.43K - $12.8K
|
52
$11.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7+ 0.97% |
$8.43K - $12.8K
|
732
$160K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7+ 3.04% |
$8.43K - $12.8K
|
237
$51.8K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
7+ 2.3% |
$8.43K - $12.8K
|
311
$68K
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
7+ 2.26% |
$8.43K - $12.8K
|
317
$69.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
7+ 2.27% |
$8.43K - $12.8K
|
315
$68.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7+ 0.48% |
$8.43K - $12.8K
|
1.47K
$322K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
7+ 0.01% |
$8.43K - $12.8K
|
128K
$27.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
7+ 0.03% |
$8.43K - $12.8K
|
24.4K
$5.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
7+ 0.17% |
$8.43K - $12.8K
|
4.21K
$921K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7+ 0.7% |
$8.43K - $12.8K
|
1K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
7+ 0.7% |
$8.43K - $12.8K
|
1.01K
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
7+ 1.92% |
$8.43K - $12.8K
|
371
$81.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
7New |
$8.43K - $12.8K
|
7
$1.53K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
7+ 100.0% |
$8.43K - $12.8K
|
14
$3.06K
|