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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1KNew |
$160K - $250K
|
1K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1KNew |
$160K - $250K
|
1K
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
1KNew |
$160K - $250K
|
1K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1KNew |
$160K - $250K
|
1K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
998New |
$159K - $250K
|
998
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
997New |
$159K - $249K
|
997
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
997+ 14.8% |
$159K - $249K
|
7.73K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
995+ 5.73% |
$159K - $249K
|
18.4K
$4.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
994New |
$159K - $249K
|
994
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
993New |
$159K - $248K
|
993
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
992+ 5.88% |
$158K - $248K
|
17.9K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
992New |
$158K - $248K
|
992
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
990New |
$158K - $248K
|
990
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
990New |
$158K - $248K
|
990
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
990+ 8.94% |
$158K - $248K
|
12.1K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
990+ 48.65% |
$158K - $248K
|
3.03K
$686K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
989New |
$158K - $247K
|
989
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
989New |
$158K - $247K
|
989
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
987+ 20.77% |
$158K - $247K
|
5.74K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
986New |
$157K - $247K
|
986
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
985+ 4.27% |
$157K - $246K
|
24.1K
$5.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
985New |
$157K - $246K
|
985
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
983+ 45.49% |
$157K - $246K
|
3.14K
$713K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
979+ 16.82% |
$156K - $245K
|
6.8K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
975New |
$156K - $244K
|
975
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
975New |
$156K - $244K
|
975
$221K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
974+ 8.9% |
$156K - $244K
|
11.9K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
971New |
$155K - $243K
|
971
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
971New |
$155K - $243K
|
971
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
970New |
$155K - $243K
|
970
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
970New |
$155K - $243K
|
970
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
968+ 12.15% |
$155K - $242K
|
8.93K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
964New |
$154K - $241K
|
964
$219K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
963New |
$154K - $241K
|
963
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
962New |
$154K - $241K
|
962
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
960New |
$153K - $240K
|
960
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
960New |
$153K - $240K
|
960
$218K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
960New |
$153K - $240K
|
960
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
957+ 2.27% |
$153K - $239K
|
43.1K
$9.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
956+ 33.34% |
$153K - $239K
|
3.82K
$867K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
955New |
$152K - $239K
|
955
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
953New |
$152K - $238K
|
953
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
953New |
$152K - $238K
|
953
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
951+ 33.03% |
$152K - $238K
|
3.83K
$868K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
950New |
$152K - $238K
|
950
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
948+ 1.56% |
$151K - $237K
|
61.7K
$14M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
946New |
$151K - $237K
|
946
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
945+ 1.12% |
$151K - $236K
|
85.3K
$19.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
942+ 0.88% |
$150K - $236K
|
108K
$24.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
941New |
$150K - $235K
|
941
$213K
|