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 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-160- 2.49% |
$193K - $293K
|
6.28K
$1.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-160- 15.04% |
$193K - $293K
|
904
$207K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-161- 12.99% |
$194K - $294K
|
1.08K
$247K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-161- 5.33% |
$194K - $294K
|
2.86K
$654K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-162- 25.76% |
$195K - $296K
|
467
$107K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
SELL
|
- |
-162- 5.94% |
$195K - $296K
|
2.57K
$587K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-163- 0.28% |
$196K - $298K
|
58.1K
$13.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-163- 3.69% |
$196K - $298K
|
4.26K
$973K
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-164- 1.27% |
$198K - $300K
|
12.7K
$2.91M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-164- 11.08% |
$198K - $300K
|
1.32K
$301K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-164- 6.32% |
$198K - $300K
|
2.43K
$556K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-164- 4.45% |
$198K - $300K
|
3.53K
$806K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-165- 7.11% |
$199K - $302K
|
2.16K
$493K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-165- 1.12% |
$199K - $302K
|
14.5K
$3.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-166- 6.91% |
$200K - $304K
|
2.24K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-166- 28.57% |
$200K - $304K
|
415
$94.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-167- 35.76% |
$201K - $305K
|
300
$68.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-167- 6.55% |
$201K - $305K
|
2.38K
$545K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-168- 11.76% |
$202K - $307K
|
1.26K
$288K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-170- 6.42% |
$205K - $311K
|
2.48K
$567K
|
|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-170- 50.75% |
$205K - $311K
|
165
$37.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
SELL
|
- |
-174- 1.55% |
$210K - $318K
|
11.1K
$2.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-174- 1.64% |
$210K - $318K
|
10.4K
$2.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-176- 15.44% |
$212K - $322K
|
964
$220K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-179- 17.28% |
$216K - $327K
|
857
$196K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-180- 13.61% |
$217K - $329K
|
1.14K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-180- 9.92% |
$217K - $329K
|
1.63K
$374K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-181- 43.2% |
$218K - $331K
|
238
$54.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-182- 24.9% |
$219K - $333K
|
549
$126K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-184- 2.86% |
$222K - $337K
|
6.26K
$1.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-184- 29.53% |
$222K - $337K
|
439
$100K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-184- 10.77% |
$222K - $337K
|
1.53K
$349K
|
|
|
Jul 17, 2024
Q2 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-185- 13.25% |
$223K - $338K
|
1.21K
$277K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-185- 9.28% |
$223K - $338K
|
1.81K
$414K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-185- 3.44% |
$223K - $338K
|
5.19K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-186- 0.43% |
$224K - $340K
|
43.1K
$9.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-189- 19.33% |
$228K - $346K
|
789
$180K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-190- 26.24% |
$229K - $347K
|
534
$122K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-190- 3.74% |
$229K - $347K
|
4.89K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-191- 1.96% |
$230K - $349K
|
9.55K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-191- 0.2% |
$230K - $349K
|
95.3K
$21.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-195- 5.5% |
$235K - $357K
|
3.35K
$766K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-196- 2.78% |
$236K - $358K
|
6.87K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-196- 33.16% |
$236K - $358K
|
395
$90.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-198- 57.89% |
$239K - $362K
|
144
$32.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-200- 12.5% |
$241K - $366K
|
1.4K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Collaborative Holdings Management LP
New York, NY |
SELL
|
- |
-200- 20.0% |
$241K - $366K
|
800
$183K
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-202- 17.84% |
$243K - $369K
|
930
$213K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-204- 6.18% |
$246K - $373K
|
3.1K
$709K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-206- 31.31% |
$248K - $377K
|
452
$103K
|