United Capital Financial Advisers, LLC Broadcom Inc. Transaction History

United Capital Financial Advisers, LLC

$13.5 Billion
Q3 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 191,716 shares of AVGO stock, worth $65.7 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

191,716

Previous 214,709 10.71%

Holding current value

$65.7 Million

Previous $59.2 Million 6.87%

% of portfolio

0.47%

Previous 0.49%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$264.74 - $369.57 $6.09 Million - $8.5 Million	-22,993 Reduced 10.71%	191,716 $63.2 Million
Q2 2025 Aug 11, 2025	SELL	$146.29 - $275.65 $309,842 - $583,826	-2,118 Reduced 0.98%	214,709 $59.2 Million
Q1 2025 May 13, 2025	SELL	$167.43 - $244.7 $4.45 Million - $6.51 Million	-26,607 Reduced 10.93%	216,827 $36.3 Million
Q4 2024 Feb 13, 2025	SELL	$159.67 - $250.0 $3.11 Million - $4.86 Million	-19,455 Reduced 7.4%	243,434 $56.4 Million
Q3 2024 Nov 12, 2024	BUY	$136.27 - $1745.86 $32.2 Million - $412 Million	235,942 Added 875.58%	262,889 $45.4 Million

Q2 2024 Aug 14, 2024	SELL	$1204.71 - $1828.87 $1.12 Million - $1.7 Million	-930 Reduced 3.34%	26,947 $43.3 Million
Q1 2024 May 15, 2024	SELL	$1049.01 - $1407.01 $6.7 Million - $8.98 Million	-6,383 Reduced 18.63%	27,877 $36.9 Million
Q4 2023 Feb 14, 2024	SELL	$814.83 - $1147.0 $25.3 Million - $35.6 Million	-31,052 Reduced 47.54%	34,260 $38.2 Million
Q3 2023 Nov 14, 2023	SELL	$808.36 - $922.89 $2.64 Million - $3.02 Million	-3,270 Reduced 4.77%	65,312 $54.2 Million
Q2 2023 Aug 14, 2023	SELL	$610.16 - $886.18 $2.6 Million - $3.78 Million	-4,269 Reduced 5.86%	68,582 $59.5 Million
Q1 2023 Aug 14, 2023	BUY	$553.48 - $643.71 $2.36 Million - $2.75 Million	4,269 Added 6.22%	72,851 $46.7 Million
Q1 2023 May 15, 2023	SELL	$553.48 - $643.71 $835,754 - $972,002	-1,510 Reduced 2.03%	72,851 $46.7 Million
Q4 2022 Feb 14, 2023	SELL	$427.1 - $574.44 $302,813 - $407,277	-709 Reduced 0.94%	74,361 $41.6 Million
Q3 2022 Nov 14, 2022	SELL	$444.01 - $1748.97 $953,289 - $3.76 Million	-2,147 Reduced 2.78%	75,070 $33.3 Million
Q2 2022 Aug 11, 2022	SELL	$485.81 - $634.85 $382,332 - $499,626	-787 Reduced 1.01%	77,217 $37.5 Million
Q1 2022 May 16, 2022	BUY	$533.23 - $670.92 $2.27 Million - $2.86 Million	4,258 Added 5.77%	78,004 $49.1 Million
Q4 2021 Feb 14, 2022	SELL	$475.95 - $674.28 $1.08 Million - $1.53 Million	-2,262 Reduced 2.98%	73,746 $49.1 Million
Q3 2021 Nov 15, 2021	SELL	$465.67 - $509.74 $308,739 - $337,957	-663 Reduced 0.86%	76,008 $36.9 Million
Q2 2021 Aug 13, 2021	BUY	$422.38 - $488.48 $863,344 - $998,453	2,044 Added 2.74%	76,671 $36.6 Million
Q1 2021 May 14, 2021	BUY	$421.25 - $489.96 $707,278 - $822,642	1,679 Added 2.3%	74,627 $34.6 Million
Q4 2020 Feb 17, 2021	SELL	$347.21 - $437.85 $5.55 Million - $7 Million	-15,981 Reduced 17.97%	72,948 $31.9 Million
Q3 2020 Nov 13, 2020	SELL	$305.79 - $375.01 $346,765 - $425,261	-1,134 Reduced 1.26%	88,929 $32.4 Million
Q2 2020 Aug 13, 2020	SELL	$223.63 - $318.71 $298,546 - $425,477	-1,335 Reduced 1.46%	90,063 $28.4 Million
Q1 2020 May 15, 2020	BUY	$167.87 - $324.7 $140,339 - $271,449	836 Added 0.92%	91,398 $21.7 Million
Q4 2019 Feb 14, 2020	BUY	$270.07 - $327.8 $2.01 Million - $2.44 Million	7,452 Added 8.97%	90,562 $28.6 Million
Q3 2019 Nov 14, 2019	BUY	$266.44 - $303.77 $10.1 Million - $11.5 Million	37,905 Added 83.85%	83,110 $22.9 Million
Q2 2019 Aug 13, 2019	BUY	$251.64 - $320.53 $212,132 - $270,206	843 Added 1.9%	45,205 $13 Million
Q1 2019 May 14, 2019	BUY	$230.96 - $300.71 $3.32 Million - $4.32 Million	14,373 Added 47.93%	44,362 $13.3 Million
Q4 2018 Feb 14, 2019	BUY	$211.5 - $258.3 $276,430 - $337,598	1,307 Added 4.56%	29,989 $7.63 Million
Q3 2018 Nov 14, 2018	SELL	$202.46 - $250.56 $1.03 Million - $1.28 Million	-5,111 Reduced 15.12%	28,682 $7.08 Million
Q2 2018 Aug 14, 2018	BUY	$225.25 - $270.23 $7.61 Million - $9.13 Million	33,793 New	33,793 $8.2 Million

Others Institutions Holding AVGO

# of Institutions

4,879

Shares Held

3.11B

Call Options Held

65.3M

Put Options Held

77.7M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $139B
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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United Capital Financial Advisers, LLC Broadcom Inc. Transaction History