Moneta Group Investment Advisors LLC Broadcom Inc. Transaction History

Moneta Group Investment Advisors LLC

$7.05 Billion
Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 45,473 shares of AVGO stock, worth $10.6 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

45,473

Previous 47,322 3.91%

Holding current value

$10.6 Million

Previous $8.16 Million 29.14%

% of portfolio

0.15%

Previous 0.09%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$159.67 - $250.0 $295,229 - $462,250	-1,849 Reduced 3.91%	45,473 $10.5 Million
Q3 2024 Nov 12, 2024	BUY	$136.27 - $1745.86 $386,597 - $4.95 Million	2,837 Added 6.38%	47,322 $8.16 Million
Q2 2024 Aug 13, 2024	BUY	$1204.71 - $1828.87 $924,012 - $1.4 Million	767 Added 1.75%	44,485 $71.4 Million
Q1 2024 Aug 13, 2024	BUY	$1049.01 - $1407.01 $41.3 Million - $55.4 Million	39,403 Added 913.16%	43,718 $57.9 Million
Q4 2023 Feb 15, 2024	BUY	$814.83 - $1147.0 $281,116 - $395,715	345 Added 8.69%	4,315 $4.82 Million
Q3 2023 Nov 15, 2023	SELL	$808.36 - $922.89 $15,358 - $17,534	-19 Reduced 0.48%	3,970 $3.3 Million
Q2 2023 Aug 15, 2023	BUY	$610.16 - $886.18 $39,660 - $57,601	65 Added 1.66%	3,989 $3.46 Million
Q1 2023 May 15, 2023	BUY	$553.48 - $643.71 $411,789 - $478,920	744 Added 23.4%	3,924 $2.52 Million
Q4 2022 Feb 16, 2023	SELL	$427.1 - $574.44 $207,997 - $279,752	-487 Reduced 13.28%	3,180 $1.78 Million
Q4 2022 Feb 16, 2023	SELL	$427.1 - $574.44 $1.56 Billion - $2.1 Billion	-3,663,494 Reduced 99.9%	3,667 $2.05 Million
Q4 2022 Feb 15, 2023	BUY	$427.1 - $574.44 $1.56 Billion - $2.1 Billion	3,664,177 Added 122794.14%	3,667,161 $2.05 Billion
Q3 2022 Nov 14, 2022	SELL	$444.01 - $1748.97 $117,218 - $461,728	-264 Reduced 8.13%	2,984 $1.33 Million
Q2 2022 Aug 15, 2022	BUY	$485.81 - $634.85 $218,614 - $285,682	450 Added 16.08%	3,248 $1.58 Million
Q1 2022 May 11, 2022	BUY	$533.23 - $670.92 $193,029 - $242,873	362 Added 14.86%	2,798 $1.76 Million
Q4 2021 Feb 11, 2022	BUY	$475.95 - $674.28 $96,617 - $136,878	203 Added 9.09%	2,436 $1.62 Million
Q3 2021 Nov 12, 2021	BUY	$465.67 - $509.74 $54,483 - $59,639	117 Added 5.53%	2,233 $1.08 Million
Q2 2021 Aug 13, 2021	BUY	$422.38 - $488.48 $9,292 - $10,746	22 Added 1.05%	2,116 $1.01 Million
Q1 2021 May 14, 2021	BUY	$421.25 - $489.96 $882,097 - $1.03 Million	2,094 New	2,094 $971,000
Q3 2018 Nov 13, 2018	SELL	$202.46 - $250.56 $27,129 - $33,575	-134 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	$225.25 - $270.23 $3.47 Million - $4.16 Million	-15,395 Reduced 99.14%	134 $32,000
Q2 2018 Aug 15, 2018	SELL	$225.25 - $270.23 $29,282 - $35,129	-130 Reduced 0.83%	15,529 $32,000
Q2 2018 Aug 14, 2018	BUY	$225.25 - $270.23 $3.53 Million - $4.23 Million	15,653 Added 260883.33%	15,659 $58,000
Q1 2018 May 14, 2018	BUY	$228.1 - $272.27 $1,368 - $1,633	6 New	6 $1,000

Others Institutions Holding AVGO

# of Institutions

4,181

Shares Held

3.1B

Call Options Held

79.9M

Put Options Held

90.1M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $94.4B
Description
Broadcom Inc. designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates in two segments, Semiconductor Solutions and Infrastructure Software. It provides set-top box system-on-...

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Moneta Group Investment Advisors LLC Broadcom Inc. Transaction History