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 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
855+ 6.27% |
$137K - $214K
|
14.5K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
854+ 14.63% |
$136K - $214K
|
6.69K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
845+ 7.12% |
$135K - $211K
|
12.7K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
840+ 254.55% |
$134K - $210K
|
1.17K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
839+ 2.34% |
$134K - $210K
|
36.7K
$8.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
838+ 12.22% |
$134K - $210K
|
7.7K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
836+ 7.34% |
$133K - $209K
|
12.2K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
834New |
$133K - $209K
|
834
$182K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
832+ 30.55% |
$133K - $208K
|
3.56K
$777K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
829+ 14.02% |
$132K - $207K
|
6.74K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
828+ 12.3% |
$132K - $207K
|
7.56K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
828+ 1.47% |
$132K - $207K
|
57.1K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
827+ 22.83% |
$132K - $207K
|
4.45K
$973K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
822+ 2.35% |
$131K - $206K
|
35.7K
$7.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
819+ 7.39% |
$131K - $205K
|
11.9K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
818+ 6.78% |
$131K - $205K
|
12.9K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
818+ 11.81% |
$131K - $205K
|
7.75K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
815+ 15.92% |
$130K - $204K
|
5.94K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
800+ 9.57% |
$128K - $200K
|
9.16K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
797+ 23.83% |
$127K - $199K
|
4.14K
$905K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
796+ 3.76% |
$127K - $199K
|
21.9K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
796+ 30.97% |
$127K - $199K
|
3.37K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
790+ 2.6% |
$126K - $198K
|
31.2K
$6.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
789New |
$126K - $197K
|
789
$173K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
787+ 4.82% |
$126K - $197K
|
17.1K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
787+ 65.86% |
$126K - $197K
|
1.98K
$433K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
786+ 22.14% |
$126K - $197K
|
4.34K
$948K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
785+ 17.09% |
$125K - $196K
|
5.38K
$1.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
785+ 17.63% |
$125K - $196K
|
5.24K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
778+ 15.12% |
$124K - $195K
|
5.92K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
778+ 16.23% |
$124K - $195K
|
5.57K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
772+ 14.58% |
$123K - $193K
|
6.07K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
770New |
$123K - $193K
|
770
$168K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
767+ 7.14% |
$122K - $192K
|
11.5K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
766+ 58.74% |
$122K - $192K
|
2.07K
$453K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
766+ 0.52% |
$122K - $192K
|
148K
$32.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
760+ 81.72% |
$121K - $190K
|
1.69K
$370K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
760+ 1.26% |
$121K - $190K
|
61K
$13.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
760+ 26.69% |
$121K - $190K
|
3.61K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
760+ 23.31% |
$121K - $190K
|
4.02K
$879K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
758+ 5.33% |
$121K - $190K
|
15K
$3.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
756+ 1.61% |
$121K - $189K
|
47.7K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
756+ 10.44% |
$121K - $189K
|
8K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
754+ 7.78% |
$120K - $189K
|
10.4K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
751+ 0.35% |
$120K - $188K
|
215K
$47M
|
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
751+ 5.92% |
$120K - $188K
|
13.4K
$2.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
748+ 4.47% |
$119K - $187K
|
17.5K
$3.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
747+ 3.05% |
$119K - $187K
|
25.2K
$5.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
743New |
$119K - $186K
|
743
$162K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
740New |
$118K - $185K
|
740
$162K
|