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 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.92K- 35.3% |
$625K - $979K
|
7.18K
$1.67M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.92K- 7.24% |
$625K - $979K
|
50.2K
$11.7M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.93K- 7.63% |
$628K - $983K
|
47.6K
$11.1M
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.96K- 12.29% |
$633K - $991K
|
28.3K
$6.59M
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.96K- 4.37% |
$633K - $991K
|
86.7K
$20.2M
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-3.97K- 26.64% |
$634K - $992K
|
10.9K
$2.55M
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.99K- 6.62% |
$638K - $998K
|
56.4K
$13.1M
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-4K- 24.39% |
$639K - $1M
|
12.4K
$2.89M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.04K- 7.27% |
$645K - $1.01M
|
51.5K
$12M
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-4.04K- 46.22% |
$645K - $1.01M
|
4.7K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-4.05K- 6.8% |
$647K - $1.01M
|
55.6K
$13M
|
|
Feb 13, 2025
Q4 2024
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-4.06K- 0.79% |
$647K - $1.01M
|
507K
$118M
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-4.09K- 30.09% |
$653K - $1.02M
|
9.5K
$2.21M
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-4.11K- 11.32% |
$656K - $1.03M
|
32.2K
$7.5M
|
|
Jan 29, 2025
Q4 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-4.11K- 13.61% |
$656K - $1.03M
|
26.1K
$6.08M
|
|
Feb 14, 2025
Q4 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-4.13K- 9.87% |
$659K - $1.03M
|
37.7K
$8.78M
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-4.13K- 24.35% |
$660K - $1.03M
|
12.8K
$2.99M
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-4.15K- 4.08% |
$663K - $1.04M
|
97.7K
$22.8M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-4.17K- 3.17% |
$665K - $1.04M
|
127K
$29.6M
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-4.18K- 26.87% |
$667K - $1.04M
|
11.4K
$2.65M
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.19K- 5.57% |
$669K - $1.05M
|
71K
$16.5M
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-4.21K- 9.11% |
$672K - $1.05M
|
42K
$9.78M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.22K- 44.67% |
$673K - $1.05M
|
5.22K
$1.22M
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-4.23K- 2.95% |
$675K - $1.06M
|
139K
$32.5M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.25K- 14.32% |
$678K - $1.06M
|
25.4K
$5.93M
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.25K- 3.13% |
$678K - $1.06M
|
131K
$30.6M
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-4.27K- 13.68% |
$682K - $1.07M
|
26.9K
$6.28M
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4.29K- 3.68% |
$684K - $1.07M
|
112K
$26.1M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-4.3K- 1.77% |
$687K - $1.08M
|
239K
$55.7M
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-4.33K- 61.35% |
$692K - $1.08M
|
2.73K
$636K
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-4.34K- 1.48% |
$693K - $1.09M
|
289K
$67.3M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.37K- 14.74% |
$698K - $1.09M
|
25.3K
$5.89M
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4.37K- 50.32% |
$698K - $1.09M
|
4.31K
$1.01M
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-4.41K- 1.36% |
$704K - $1.1M
|
320K
$74.5M
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-4.42K- 54.95% |
$706K - $1.11M
|
3.62K
$845K
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-4.45K- 77.03% |
$711K - $1.11M
|
1.33K
$309K
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.47K- 0.8% |
$714K - $1.12M
|
557K
$130M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.48K- 12.24% |
$715K - $1.12M
|
32.1K
$7.48M
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4.48K- 33.11% |
$715K - $1.12M
|
9.05K
$2.11M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.48K- 3.29% |
$716K - $1.12M
|
132K
$30.7M
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-4.5K- 10.46% |
$718K - $1.12M
|
38.5K
$8.96M
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-4.51KClosed |
$719K - $1.13M
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-4.52K- 11.8% |
$722K - $1.13M
|
33.8K
$7.87M
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-4.55K- 33.98% |
$726K - $1.14M
|
8.83K
$2.06M
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-4.6K- 26.45% |
$734K - $1.15M
|
12.8K
$2.98M
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
SELL
|
- |
-4.6K- 4.06% |
$734K - $1.15M
|
109K
$25.3M
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.61K- 16.12% |
$735K - $1.15M
|
24K
$5.58M
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-4.64K- 54.59% |
$741K - $1.16M
|
3.86K
$900K
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-4.65K- 3.28% |
$742K - $1.16M
|
137K
$31.9M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-4.68K- 0.62% |
$747K - $1.17M
|
748K
$174M
|