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 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
20New |
$3.19K - $5K
|
20
$4.37K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
19+ 0.45% |
$3.03K - $4.75K
|
4.27K
$934K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
19+ 0.93% |
$3.03K - $4.75K
|
2.06K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
19+ 0.77% |
$3.03K - $4.75K
|
2.48K
$543K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
19+ 19.0% |
$3.03K - $4.75K
|
119
$26K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
19+ 0.07% |
$3.03K - $4.75K
|
26.4K
$5.77M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
18+ 0.23% |
$2.87K - $4.5K
|
7.96K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18+ 3.15% |
$2.87K - $4.5K
|
589
$129K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
18+ 0.49% |
$2.87K - $4.5K
|
3.7K
$809K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 3.36% |
$2.87K - $4.5K
|
554
$121K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
17+ 1.14% |
$2.71K - $4.25K
|
1.51K
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
16+ 0.61% |
$2.55K - $4K
|
2.63K
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
16+ 0.72% |
$2.55K - $4K
|
2.23K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
16+ 0.89% |
$2.55K - $4K
|
1.81K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
15+ 0.79% |
$2.4K - $3.75K
|
1.91K
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
15+ 0.09% |
$2.4K - $3.75K
|
17.4K
$3.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
15+ 0.07% |
$2.4K - $3.75K
|
20.7K
$4.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
15+ 3.0% |
$2.4K - $3.75K
|
515
$113K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15+ 0.51% |
$2.4K - $3.75K
|
2.94K
$642K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
15+ 1.05% |
$2.4K - $3.75K
|
1.45K
$317K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
15+ 1.23% |
$2.4K - $3.75K
|
1.23K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
15+ 1.12% |
$2.4K - $3.75K
|
1.36K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
14+ 1.09% |
$2.24K - $3.5K
|
1.3K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
13+ 0.31% |
$2.08K - $3.25K
|
4.17K
$911K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 11.82% |
$2.08K - $3.25K
|
123
$26.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
13+ 32.5% |
$2.08K - $3.25K
|
53
$11.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13+ 1.26% |
$2.08K - $3.25K
|
1.04K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.29% |
$2.08K - $3.25K
|
4.52K
$987K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 0.85% |
$1.92K - $3K
|
1.43K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
12+ 4.62% |
$1.92K - $3K
|
272
$59.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 4.25% |
$1.76K - $2.75K
|
270
$59K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
11+ 0.23% |
$1.76K - $2.75K
|
4.77K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
11+ 0.39% |
$1.76K - $2.75K
|
2.84K
$622K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
11+ 0.26% |
$1.76K - $2.75K
|
4.26K
$931K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11+ 8.15% |
$1.76K - $2.75K
|
146
$31.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
10+ 20.0% |
$1.6K - $2.5K
|
60
$13.1K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.72% |
$1.6K - $2.5K
|
1.39K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10+ 0.37% |
$1.6K - $2.5K
|
2.72K
$595K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
10+ 0.32% |
$1.6K - $2.5K
|
3.16K
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
10+ 7.14% |
$1.6K - $2.5K
|
150
$32.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
10New |
$1.6K - $2.5K
|
10
$2.19K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
9+ 0.42% |
$1.44K - $2.25K
|
2.14K
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
8+ 0.46% |
$1.28K - $2K
|
1.73K
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
8+ 0.1% |
$1.28K - $2K
|
7.73K
$1.69M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 11.67% |
$1.12K - $1.75K
|
67
$14.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
7+ 0.24% |
$1.12K - $1.75K
|
2.93K
$641K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
7+ 0.13% |
$1.12K - $1.75K
|
5.35K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
7+ 0.07% |
$1.12K - $1.75K
|
10.3K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
7+ 0.11% |
$1.12K - $1.75K
|
6.45K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
6+ 0.22% |
$958 - $1.5K
|
2.76K
$603K
|