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 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.49KNew |
$398K - $623K
|
2.49K
$570K
|
|
|
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
$562K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.41K+ 9.2% |
$385K - $603K
|
28.6K
$6.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.4KNew |
$384K - $601K
|
2.4K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
2.4K+ 0.93% |
$383K - $600K
|
261K
$59.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.4K+ 0.7% |
$383K - $600K
|
345K
$78.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.39K+ 4.21% |
$382K - $598K
|
59.2K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
2.39K+ 39.82% |
$382K - $598K
|
8.39K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.39K+ 6.1% |
$381K - $597K
|
41.5K
$9.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.38KNew |
$380K - $596K
|
2.38K
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
2.38K+ 5.73% |
$379K - $594K
|
43.9K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.37K+ 6.22% |
$378K - $593K
|
40.5K
$9.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.37K+ 6.98% |
$378K - $592K
|
36.3K
$8.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.35K+ 57.51% |
$375K - $588K
|
6.44K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
2.34KNew |
$374K - $586K
|
2.34K
$536K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.34KNew |
$373K - $584K
|
2.34K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.34K+ 3.77% |
$373K - $584K
|
64.2K
$14.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2.33KNew |
$372K - $582K
|
2.33K
$532K
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.31K+ 34.85% |
$369K - $578K
|
8.94K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.3K+ 0.69% |
$368K - $576K
|
334K
$76.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.3KNew |
$367K - $574K
|
2.3K
$525K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
2.3K+ 5.99% |
$366K - $574K
|
40.6K
$9.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.29K+ 20.54% |
$366K - $573K
|
13.5K
$3.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.29K+ 10.46% |
$365K - $572K
|
24.1K
$5.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.28K+ 60.3% |
$364K - $570K
|
6.06K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
2.28KNew |
$364K - $570K
|
2.28K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.26K+ 8.14% |
$361K - $566K
|
30.1K
$6.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
2.26KNew |
$361K - $565K
|
2.26K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.22K+ 36.58% |
$355K - $556K
|
8.3K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.21KNew |
$353K - $552K
|
2.21K
$505K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.2K+ 60.15% |
$351K - $549K
|
5.85K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
2.19K+ 31.33% |
$350K - $548K
|
9.18K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.19KNew |
$350K - $547K
|
2.19K
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.19K+ 18.69% |
$349K - $547K
|
13.9K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.18KNew |
$348K - $544K
|
2.18K
$498K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2.16K+ 55.03% |
$345K - $540K
|
6.09K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.15K+ 102.57% |
$344K - $538K
|
4.25K
$973K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.15K+ 99.81% |
$343K - $538K
|
4.3K
$984K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.13KNew |
$340K - $533K
|
2.13K
$487K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.13K+ 1.31% |
$339K - $532K
|
165K
$37.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.12KNew |
$339K - $530K
|
2.12K
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.11K+ 4.88% |
$337K - $528K
|
45.4K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.1K+ 17.25% |
$336K - $526K
|
14.3K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
2.08KNew |
$332K - $521K
|
2.08K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.08KNew |
$332K - $520K
|
2.08K
$476K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.07KNew |
$331K - $518K
|
2.07K
$474K
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
2.07K+ 900.0% |
$331K - $518K
|
2.3K
$526K
|