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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.04KNew |
$167K - $261K
|
1.04K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-40- 2.36% |
$6.39K - $10K
|
1.66K
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
523+ 13.76% |
$83.5K - $131K
|
4.32K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.05K- 9.9% |
$487K - $763K
|
27.8K
$6.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.09K+ 15.73% |
$174K - $272K
|
8K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-5.69K- 1.79% |
$908K - $1.42M
|
311K
$73.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-133K- 4.49% |
$21.3M - $33.3M
|
2.83M
$667M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.32KNew |
$530K - $831K
|
3.32K
$783K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
274+ 10.47% |
$43.7K - $68.5K
|
2.89K
$681K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-885- 4.23% |
$141K - $221K
|
20K
$4.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1K- 1.14% |
$160K - $250K
|
86.5K
$20.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-303- 2.66% |
$48.4K - $75.8K
|
11.1K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-1.17M- 40.86% |
$187M - $293M
|
1.69M
$400M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.86K+ 2.43% |
$297K - $465K
|
78.5K
$18.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3+ 0.04% |
$479 - $750
|
7.07K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
252+ 8.4% |
$40.2K - $63K
|
3.25K
$767K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.52K- 49.07% |
$243K - $381K
|
1.58K
$373K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
464+ 0.49% |
$74.1K - $116K
|
94.2K
$22.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-701- 7.65% |
$112K - $175K
|
8.46K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
85New |
$13.6K - $21.3K
|
85
$20K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
15+ 3.0% |
$2.4K - $3.75K
|
515
$121K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.9K+ 24.02% |
$4.46M - $6.99M
|
144K
$34M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
700New |
$112K - $175K
|
700
$165K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
45.1K+ 21.36% |
$7.2M - $11.3M
|
256K
$60.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
145+ 1.28% |
$23.2K - $36.3K
|
11.5K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
10.4KNew |
$1.66M - $2.61M
|
10.4K
$2.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Jlb & Associates Inc
|
BUY
|
- |
720+ 10.03% |
$115K - $180K
|
7.9K
$1.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
27+ 2.03% |
$4.31K - $6.75K
|
1.36K
$321K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-4.41K- 1.36% |
$704K - $1.1M
|
320K
$75.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-3.8K- 7.52% |
$607K - $951K
|
46.8K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-40- 1.0% |
$6.39K - $10K
|
3.98K
$938K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-651- 26.89% |
$104K - $163K
|
1.77K
$417K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.16K- 14.9% |
$185K - $290K
|
6.62K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
926New |
$148K - $232K
|
926
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
6.36K+ 329.24% |
$1.02M - $1.59M
|
8.29K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
394K+ 12.98% |
$62.9M - $98.4M
|
3.43M
$808M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
37.1K+ 18.68% |
$5.92M - $9.28M
|
236K
$55.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.54KNew |
$246K - $385K
|
1.54K
$363K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.08K+ 1.78% |
$173K - $270K
|
61.7K
$14.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.98KNew |
$315K - $494K
|
1.98K
$466K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-545- 0.85% |
$87K - $136K
|
63.2K
$14.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-27- 0.24% |
$4.31K - $6.75K
|
11K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-8K- 35.56% |
$1.28M - $2M
|
14.5K
$3.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-16.9K- 10.05% |
$2.7M - $4.22M
|
151K
$35.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-337- 1.5% |
$53.8K - $84.3K
|
22.1K
$5.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-394- 14.27% |
$62.9K - $98.5K
|
2.37K
$558K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
250+ 1.57% |
$39.9K - $62.5K
|
16.1K
$3.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
188+ 14.12% |
$30K - $47K
|
1.52K
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.68K- 0.89% |
$268K - $420K
|
186K
$43.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-3.23K- 55.87% |
$516K - $807K
|
2.55K
$601K
|