Latest Institutional Transactions on Broadcom Inc. (AVGO)
This table provides information on the latest institutional transactions involving Broadcom Inc. (AVGO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
PUT |
1.6K+ 123.08% |
$234K - $441K
|
2.9K
$831K
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.31KNew |
$777K - $1.46M
|
5.31K
$1.52M
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
11.3KNew |
$1.65M - $3.11M
|
11.3K
$3.23M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-10.1K- 20.59% |
$1.48M - $2.78M
|
39K
$11.2M
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
425+ 1.37% |
$62.2K - $117K
|
31.4K
$8.99M
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-10.8K- 3.87% |
$1.58M - $2.98M
|
268K
$76.8M
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-695- 36.5% |
$102K - $192K
|
1.21K
$346K
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.38K+ 9.97% |
$495K - $933K
|
37.3K
$10.7M
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
803New |
$117K - $221K
|
803
$230K
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.09KNew |
$160K - $301K
|
1.09K
$313K
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-913- 8.33% |
$134K - $252K
|
10.1K
$2.88M
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-27- 0.2% |
$3.95K - $7.44K
|
13.5K
$3.87M
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-421- 2.83% |
$61.6K - $116K
|
14.4K
$4.14M
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12+ 0.08% |
$1.76K - $3.31K
|
14.2K
$4.07M
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-9- 0.1% |
$1.32K - $2.48K
|
8.95K
$2.56M
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
128+ 1.93% |
$18.7K - $35.3K
|
6.74K
$1.93M
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
BUY
|
- |
1.04KNew |
$151K - $285K
|
1.04K
$296K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
73+ 2.32% |
$10.7K - $20.1K
|
3.21K
$921K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-69- 2.2% |
$10.1K - $19K
|
3.07K
$879K
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
2.8K+ 3.45% |
$410K - $773K
|
84.2K
$24.1M
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.2KNew |
$176K - $331K
|
1.2K
$344K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.36K+ 32.19% |
$198K - $374K
|
5.56K
$1.59M
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
1.74KNew |
$255K - $480K
|
1.74K
$498K
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
54+ 3.55% |
$7.9K - $14.9K
|
1.57K
$451K
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
24.6K+ 879.66% |
$3.61M - $6.79M
|
27.5K
$7.86M
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-327- 2.82% |
$47.8K - $90.1K
|
11.3K
$3.23M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.97K+ 12.07% |
$435K - $820K
|
27.6K
$7.91M
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.04K- 12.03% |
$152K - $287K
|
7.6K
$2.18M
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
7.55K+ 18.16% |
$1.1M - $2.08M
|
49.1K
$14.1M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
118+ 0.47% |
$17.3K - $32.5K
|
25.4K
$7.27M
|
|
Q1 2025 | |||||||
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-1.75K- 38.61% |
$293K - $427K
|
2.78K
$796K
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
410K+ 189.87% |
$68.6M - $100M
|
626K
$179M
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
8+ 0.4% |
$1.34K - $1.96K
|
2.03K
$581K
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-20- 1.33% |
$3.35K - $4.89K
|
1.48K
$425K
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-3.07K- 61.18% |
$515K - $752K
|
1.95K
$559K
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-1.79M- 36.13% |
$299M - $437M
|
3.16M
$904M
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
BUY
|
- |
7.6K+ 46.06% |
$1.27M - $1.86M
|
24.1K
$6.9M
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
164KNew |
$27.5M - $40.1M
|
164K
$47M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-22.1K- 11.0% |
$3.69M - $5.4M
|
178K
$51.1M
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
179+ 2.17% |
$30K - $43.8K
|
8.43K
$2.41M
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-207- 14.15% |
$34.7K - $50.7K
|
1.26K
$360K
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
78+ 6.48% |
$13.1K - $19.1K
|
1.28K
$367K
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
29New |
$4.86K - $7.1K
|
29
$8.31K
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.5K+ 31.51% |
$250K - $366K
|
6.24K
$1.79M
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
BUY
|
- |
75.2K+ 8264.51% |
$12.6M - $18.4M
|
76.1K
$21.8M
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-140- 7.05% |
$23.4K - $34.3K
|
1.85K
$529K
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.02K- 43.78% |
$171K - $250K
|
1.31K
$375K
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-54.7K- 28.92% |
$9.16M - $13.4M
|
135K
$38.5M
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-130- 5.27% |
$21.8K - $31.8K
|
2.34K
$669K
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-2.87K- 16.27% |
$480K - $701K
|
14.7K
$4.22M
|