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 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
319+ 24.94% |
$50.9K - $79.8K
|
1.6K
$349K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
319+ 14.8% |
$50.9K - $79.8K
|
2.47K
$541K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
318+ 6.03% |
$50.8K - $79.5K
|
5.59K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
315+ 0.56% |
$50.3K - $78.8K
|
56.1K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
315+ 3.47% |
$50.3K - $78.8K
|
9.38K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
313+ 2.82% |
$50K - $78.3K
|
11.4K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
313+ 0.5% |
$50K - $78.3K
|
63.3K
$13.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
311+ 25.47% |
$49.7K - $77.8K
|
1.53K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
308+ 6.07% |
$49.2K - $77K
|
5.38K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
308New |
$49.2K - $77K
|
308
$67.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
307+ 1.02% |
$49K - $76.8K
|
30.3K
$6.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
307+ 5.24% |
$49K - $76.8K
|
6.17K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
306+ 14.87% |
$48.9K - $76.5K
|
2.36K
$517K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
305+ 18.55% |
$48.7K - $76.3K
|
1.95K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
304+ 18.2% |
$48.5K - $76K
|
1.97K
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
303+ 10.59% |
$48.4K - $75.8K
|
3.16K
$692K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
302+ 2.58% |
$48.2K - $75.5K
|
12K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
300New |
$47.9K - $75K
|
300
$65.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
300+ 9.09% |
$47.9K - $75K
|
3.6K
$787K
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
300+ 11.07% |
$47.9K - $75K
|
3.01K
$658K
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
300+ 42.86% |
$47.9K - $75K
|
1K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
298+ 1.51% |
$47.6K - $74.5K
|
20K
$4.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
297+ 24.75% |
$47.4K - $74.3K
|
1.5K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
297+ 4.12% |
$47.4K - $74.3K
|
7.5K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
294+ 22.95% |
$46.9K - $73.5K
|
1.58K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
292+ 7.44% |
$46.6K - $73K
|
4.22K
$922K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
290+ 0.6% |
$46.3K - $72.5K
|
48.4K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
290+ 5.33% |
$46.3K - $72.5K
|
5.73K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
289+ 5.21% |
$46.1K - $72.3K
|
5.84K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
288+ 8.7% |
$46K - $72K
|
3.6K
$787K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
287+ 2.75% |
$45.8K - $71.8K
|
10.7K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
285+ 1.69% |
$45.5K - $71.3K
|
17.1K
$3.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
285+ 1.47% |
$45.5K - $71.3K
|
19.7K
$4.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
285+ 1.12% |
$45.5K - $71.3K
|
25.8K
$5.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
283+ 17.6% |
$45.2K - $70.8K
|
1.89K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
282+ 8.86% |
$45K - $70.5K
|
3.46K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
278+ 30.75% |
$44.4K - $69.5K
|
1.18K
$258K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
276+ 18.04% |
$44.1K - $69K
|
1.81K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
275+ 0.7% |
$43.9K - $68.8K
|
39.6K
$8.67M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
275+ 4.54% |
$43.9K - $68.8K
|
6.33K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
275+ 9.49% |
$43.9K - $68.8K
|
3.17K
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
275+ 0.22% |
$43.9K - $68.8K
|
123K
$26.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
274+ 10.47% |
$43.7K - $68.5K
|
2.89K
$632K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
274+ 11.23% |
$43.7K - $68.5K
|
2.71K
$593K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
270+ 18.51% |
$43.1K - $67.5K
|
1.73K
$378K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
270New |
$43.1K - $67.5K
|
270
$59K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
270+ 11.59% |
$43.1K - $67.5K
|
2.6K
$568K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
267+ 19.52% |
$42.6K - $66.8K
|
1.64K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
265+ 0.52% |
$42.3K - $66.3K
|
51.6K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
264+ 0.88% |
$42.2K - $66K
|
30.4K
$6.64M
|