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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
84+ 0.3% |
$13.4K - $21K
|
28.4K
$6.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
83+ 6.79% |
$13.3K - $20.8K
|
1.31K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
83+ 1.22% |
$13.3K - $20.8K
|
6.87K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
82+ 0.6% |
$13.1K - $20.5K
|
13.8K
$3.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
82+ 3.39% |
$13.1K - $20.5K
|
2.5K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
82+ 0.55% |
$13.1K - $20.5K
|
14.9K
$3.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
81+ 3.65% |
$12.9K - $20.3K
|
2.3K
$503K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
81+ 1.02% |
$12.9K - $20.3K
|
8.01K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
80+ 4.08% |
$12.8K - $20K
|
2.04K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
80+ 1.59% |
$12.8K - $20K
|
5.11K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
80+ 2.48% |
$12.8K - $20K
|
3.3K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
80+ 2.72% |
$12.8K - $20K
|
3.02K
$660K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
80New |
$12.8K - $20K
|
80
$17.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
79+ 0.34% |
$12.6K - $19.8K
|
23K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
79+ 5.0% |
$12.6K - $19.8K
|
1.66K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
78+ 0.82% |
$12.5K - $19.5K
|
9.59K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
77+ 2.8% |
$12.3K - $19.3K
|
2.83K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
77+ 1.25% |
$12.3K - $19.3K
|
6.25K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
76+ 0.75% |
$12.1K - $19K
|
10.2K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
76+ 0.54% |
$12.1K - $19K
|
14.2K
$3.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
75+ 4.41% |
$12K - $18.8K
|
1.78K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
75+ 1.04% |
$12K - $18.8K
|
7.31K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
74+ 0.91% |
$11.8K - $18.5K
|
8.17K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
74+ 0.11% |
$11.8K - $18.5K
|
67.9K
$14.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
74+ 5.56% |
$11.8K - $18.5K
|
1.4K
$307K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
73+ 0.44% |
$11.7K - $18.3K
|
16.8K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
73+ 0.68% |
$11.7K - $18.3K
|
10.8K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
73+ 0.58% |
$11.7K - $18.3K
|
12.7K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
73+ 2.15% |
$11.7K - $18.3K
|
3.46K
$757K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
72+ 0.67% |
$11.5K - $18K
|
10.8K
$2.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
71+ 1.73% |
$11.3K - $17.8K
|
4.18K
$914K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
70+ 5.6% |
$11.2K - $17.5K
|
1.32K
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
70+ 16.28% |
$11.2K - $17.5K
|
500
$109K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
70+ 1.52% |
$11.2K - $17.5K
|
4.66K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
70+ 2.32% |
$11.2K - $17.5K
|
3.08K
$674K
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
70+ 70.0% |
$11.2K - $17.5K
|
170
$37.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
70New |
$11.2K - $17.5K
|
70
$15.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
69+ 2.14% |
$11K - $17.3K
|
3.29K
$719K
|
|
|
Jan 16, 2025
Q4 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
68+ 0.33% |
$10.9K - $17K
|
21K
$4.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
68+ 5.8% |
$10.9K - $17K
|
1.24K
$271K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
67+ 2.95% |
$10.7K - $16.8K
|
2.34K
$511K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
67+ 2.09% |
$10.7K - $16.8K
|
3.27K
$715K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
67+ 2.22% |
$10.7K - $16.8K
|
3.09K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
64+ 3.99% |
$10.2K - $16K
|
1.67K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
63+ 1.04% |
$10.1K - $15.8K
|
6.12K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
63+ 1.95% |
$10.1K - $15.8K
|
3.29K
$719K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
62+ 1.19% |
$9.9K - $15.5K
|
5.29K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
62New |
$9.9K - $15.5K
|
62
$13.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
61+ 0.69% |
$9.74K - $15.3K
|
8.96K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
61+ 2.65% |
$9.74K - $15.3K
|
2.36K
$516K
|