Purchases and Sales Made in Q4 2024 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
2.86KNew |
$457K - $715K
|
2.86K
$654K
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2.84K+ 5.11% |
$453K - $710K
|
58.4K
$13.3M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.83KNew |
$451K - $707K
|
2.83K
$646K
|
|
Feb 14, 2025
Q4 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
2.82K+ 4.33% |
$450K - $705K
|
68K
$15.5M
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.82K+ 4.98% |
$450K - $704K
|
59.4K
$13.6M
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.81KNew |
$449K - $703K
|
2.81K
$643K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.81K+ 18.86% |
$448K - $702K
|
17.7K
$4.04M
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.8KNew |
$448K - $701K
|
2.8K
$641K
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.79KNew |
$446K - $699K
|
2.79K
$639K
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.77KNew |
$443K - $693K
|
2.77K
$633K
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
2.76KNew |
$441K - $691K
|
2.76K
$632K
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
2.76KNew |
$441K - $691K
|
2.76K
$631K
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
2.75KNew |
$440K - $688K
|
2.75K
$629K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
2.73KNew |
$435K - $682K
|
2.73K
$623K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.73K+ 5.47% |
$435K - $682K
|
52.6K
$12M
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.71KNew |
$433K - $677K
|
2.71K
$619K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.71K+ 13.01% |
$432K - $677K
|
23.5K
$5.37M
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.69K+ 17.03% |
$430K - $673K
|
18.5K
$4.22M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.68KNew |
$428K - $670K
|
2.68K
$612K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.68KNew |
$428K - $670K
|
2.68K
$612K
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.68K+ 21.28% |
$428K - $670K
|
15.3K
$3.49M
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
2.67KNew |
$426K - $667K
|
2.67K
$610K
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.67KNew |
$426K - $667K
|
2.67K
$609K
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
2.66KNew |
$425K - $665K
|
2.66K
$608K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.65K+ 7.47% |
$423K - $663K
|
38.2K
$8.72M
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
2.65KNew |
$423K - $662K
|
2.65K
$605K
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.62K+ 57.33% |
$418K - $655K
|
7.19K
$1.64M
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
- |
2.62KNew |
$418K - $654K
|
2.62K
$598K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.6K+ 16.32% |
$415K - $650K
|
18.5K
$4.24M
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
2.59K+ 19.9% |
$413K - $647K
|
15.6K
$3.56M
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
2.58KNew |
$412K - $646K
|
2.58K
$590K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.57K+ 8.08% |
$410K - $643K
|
34.4K
$7.86M
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.55KNew |
$407K - $637K
|
2.55K
$582K
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.54KNew |
$405K - $635K
|
2.54K
$580K
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
2.53KNew |
$404K - $633K
|
2.53K
$579K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.53K+ 0.8% |
$404K - $633K
|
318K
$72.7M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.53K+ 6.86% |
$403K - $631K
|
39.3K
$8.99M
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.52K+ 0.49% |
$403K - $631K
|
522K
$119M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.51K+ 7.48% |
$401K - $628K
|
36.1K
$8.24M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.51K+ 9.7% |
$400K - $627K
|
28.4K
$6.48M
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.5K+ 1.14% |
$399K - $625K
|
222K
$50.8M
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 7.14% |
$399K - $625K
|
37.5K
$8.57M
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
2.5K+ 9.82% |
$398K - $624K
|
27.9K
$6.38M
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.49KNew |
$398K - $623K
|
2.49K
$569K
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
2.49KNew |
$397K - $621K
|
2.49K
$568K
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.47K+ 25.02% |
$395K - $619K
|
12.4K
$2.83M
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.47KNew |
$395K - $618K
|
2.47K
$565K
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.46KNew |
$392K - $614K
|
2.46K
$561K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.41K+ 9.2% |
$385K - $603K
|
28.6K
$6.54M
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.4KNew |
$384K - $601K
|
2.4K
$549K
|