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 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
389+ 4.81% |
$62.1K - $97.3K
|
8.47K
$1.85M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
386+ 2.99% |
$61.6K - $96.5K
|
13.3K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
386New |
$61.6K - $96.5K
|
386
$84.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
385+ 2.7% |
$61.5K - $96.3K
|
14.6K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
384+ 9.28% |
$61.3K - $96K
|
4.52K
$989K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
383+ 2.37% |
$61.2K - $95.8K
|
16.5K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
383+ 15.32% |
$61.2K - $95.8K
|
2.88K
$630K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
381+ 11.93% |
$60.8K - $95.3K
|
3.58K
$782K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
380+ 2.62% |
$60.7K - $95K
|
14.9K
$3.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
379+ 7.71% |
$60.5K - $94.8K
|
5.29K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
378+ 7.91% |
$60.4K - $94.5K
|
5.16K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
375+ 2.85% |
$59.9K - $93.8K
|
13.5K
$2.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
374+ 3.53% |
$59.7K - $93.5K
|
11K
$2.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
370+ 9.79% |
$59.1K - $92.5K
|
4.15K
$907K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
369+ 7.77% |
$58.9K - $92.3K
|
5.12K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
369+ 8.44% |
$58.9K - $92.3K
|
4.74K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
367+ 2.12% |
$58.6K - $91.8K
|
17.7K
$3.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
360+ 5.84% |
$57.5K - $90K
|
6.53K
$1.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
360+ 0.96% |
$57.5K - $90K
|
37.9K
$8.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
359+ 4.45% |
$57.3K - $89.8K
|
8.42K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
358+ 1.06% |
$57.2K - $89.5K
|
34.2K
$7.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
356+ 11.26% |
$56.8K - $89K
|
3.52K
$769K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
356+ 1.82% |
$56.8K - $89K
|
19.9K
$4.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
355+ 50.64% |
$56.7K - $88.8K
|
1.06K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
355+ 25.72% |
$56.7K - $88.8K
|
1.74K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
353+ 14.84% |
$56.4K - $88.3K
|
2.73K
$597K
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
352+ 21.6% |
$56.2K - $88K
|
1.98K
$433K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
351+ 2.88% |
$56K - $87.8K
|
12.5K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
348+ 9.59% |
$55.6K - $87K
|
3.98K
$869K
|
|
|
Feb 13, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
347+ 2.97% |
$55.4K - $86.8K
|
12K
$2.63M
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
347+ 2.97% |
$55.4K - $86.8K
|
12K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
345+ 24.66% |
$55.1K - $86.3K
|
1.74K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
345+ 0.18% |
$55.1K - $86.3K
|
189K
$41.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
343+ 25.52% |
$54.8K - $85.8K
|
1.69K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
340+ 28.91% |
$54.3K - $85K
|
1.52K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
339+ 6.81% |
$54.1K - $84.8K
|
5.32K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
337+ 21.46% |
$53.8K - $84.3K
|
1.91K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
336+ 24.1% |
$53.6K - $84K
|
1.73K
$378K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
335+ 6.94% |
$53.5K - $83.8K
|
5.16K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
335+ 13.79% |
$53.5K - $83.8K
|
2.77K
$605K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
335+ 2.22% |
$53.5K - $83.8K
|
15.4K
$3.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
332+ 0.67% |
$53K - $83K
|
50.1K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
331+ 11.41% |
$52.9K - $82.8K
|
3.23K
$706K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
330+ 5.89% |
$52.7K - $82.5K
|
5.93K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
330+ 0.69% |
$52.7K - $82.5K
|
48.4K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
327+ 3.35% |
$52.2K - $81.8K
|
10.1K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
325+ 21.1% |
$51.9K - $81.3K
|
1.87K
$408K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
323+ 6.54% |
$51.6K - $80.8K
|
5.26K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
322+ 6.44% |
$51.4K - $80.5K
|
5.32K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
322+ 1.28% |
$51.4K - $80.5K
|
25.5K
$5.58M
|