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 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
941New |
$150K - $235K
|
941
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
941New |
$150K - $235K
|
941
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
940New |
$150K - $235K
|
940
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
940New |
$150K - $235K
|
940
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
940New |
$150K - $235K
|
940
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
939+ 25.7% |
$150K - $235K
|
4.59K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
936New |
$149K - $234K
|
936
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
930New |
$148K - $233K
|
930
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
930+ 6.4% |
$148K - $233K
|
15.5K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
927+ 14.71% |
$148K - $232K
|
7.23K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
926New |
$148K - $232K
|
926
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
925New |
$148K - $231K
|
925
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
922+ 34.33% |
$147K - $231K
|
3.61K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
920New |
$147K - $230K
|
920
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
917+ 3.03% |
$146K - $229K
|
31.2K
$6.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
916New |
$146K - $229K
|
916
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
915New |
$146K - $229K
|
915
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
912New |
$146K - $228K
|
912
$199K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
911+ 0.57% |
$145K - $228K
|
160K
$35M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
911New |
$145K - $228K
|
911
$199K
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
910New |
$145K - $228K
|
910
$199K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
910New |
$145K - $228K
|
910
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
910New |
$145K - $228K
|
910
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
902+ 9.93% |
$144K - $226K
|
9.99K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
901New |
$144K - $225K
|
901
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
900New |
$144K - $225K
|
900
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
Hendley & CO Inc
|
BUY
|
- |
900New |
$144K - $225K
|
900
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
899New |
$144K - $225K
|
899
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
896New |
$143K - $224K
|
896
$196K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
894New |
$143K - $224K
|
894
$195K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
892+ 10.63% |
$142K - $223K
|
9.28K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
890New |
$142K - $223K
|
890
$195K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
890+ 68.99% |
$142K - $223K
|
2.18K
$477K
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
889+ 3.93% |
$142K - $222K
|
23.5K
$5.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
886+ 8.34% |
$141K - $222K
|
11.5K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
884+ 4.21% |
$141K - $221K
|
21.9K
$4.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
880New |
$141K - $220K
|
880
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
880+ 6.64% |
$141K - $220K
|
14.1K
$3.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
880+ 63.86% |
$141K - $220K
|
2.26K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
880New |
$141K - $220K
|
880
$192K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
879New |
$140K - $220K
|
879
$192K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
872+ 3.53% |
$139K - $218K
|
25.5K
$5.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
872New |
$139K - $218K
|
872
$191K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
867New |
$138K - $217K
|
867
$190K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
866+ 14.1% |
$138K - $217K
|
7.01K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
864New |
$138K - $216K
|
864
$189K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
863+ 0.88% |
$138K - $216K
|
99K
$21.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
862+ 11.95% |
$138K - $216K
|
8.08K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
862+ 1.08% |
$138K - $216K
|
80.7K
$17.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
860New |
$137K - $215K
|
860
$188K
|