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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.49K+ 31.7% |
$417K - $610K
|
10.4K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
4.4KNew |
$737K - $1.08M
|
4.4K
$737K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 1.13% |
$297K - $434K
|
156K
$26.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.44K- 16.35% |
$242K - $353K
|
7.39K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.02K+ 45.42% |
$170K - $249K
|
3.26K
$545K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 15.1% |
$176K - $257K
|
8.01K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
703+ 12.62% |
$118K - $172K
|
6.27K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
351+ 2.64% |
$58.8K - $85.9K
|
13.7K
$2.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-238- 1.39% |
$39.8K - $58.2K
|
16.9K
$2.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-2.3K- 44.23% |
$384K - $562K
|
2.9K
$485K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.38K+ 8.95% |
$231K - $337K
|
16.8K
$2.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
4.4K+ 40.14% |
$737K - $1.08M
|
15.4K
$2.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-6.74K- 10.45% |
$1.13M - $1.65M
|
57.7K
$9.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
445+ 4.78% |
$74.5K - $109K
|
9.75K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-11.4K- 14.96% |
$1.91M - $2.8M
|
65K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.36K- 4.84% |
$1.07M - $1.56M
|
125K
$20.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-5.73K- 8.96% |
$959K - $1.4M
|
58.2K
$9.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
565K+ 102.73% |
$94.6M - $138M
|
1.12M
$187M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-322- 5.32% |
$53.9K - $78.8K
|
5.73K
$959K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-333- 8.68% |
$55.8K - $81.5K
|
3.5K
$586K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
631+ 15.32% |
$106K - $154K
|
4.75K
$795K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
7.32K+ 27.75% |
$1.23M - $1.79M
|
33.7K
$5.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
638+ 35.94% |
$107K - $156K
|
2.41K
$404K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-65.6K- 19.16% |
$11M - $16.1M
|
277K
$46.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-345- 22.04% |
$57.8K - $84.4K
|
1.22K
$204K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
806+ 3.84% |
$135K - $197K
|
21.8K
$3.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-66- 5.02% |
$11.1K - $16.2K
|
1.25K
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.6K+ 71.34% |
$268K - $391K
|
3.84K
$643K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-285- 7.15% |
$47.7K - $69.7K
|
3.7K
$619K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
617+ 6.33% |
$103K - $151K
|
10.4K
$1.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
245+ 14.39% |
$41K - $60K
|
1.95K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-969- 15.46% |
$162K - $237K
|
5.3K
$887K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-831- 3.1% |
$139K - $203K
|
26K
$4.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
188+ 3.5% |
$31.5K - $46K
|
5.57K
$932K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-180- 2.5% |
$30.1K - $44K
|
7.02K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.1K- 12.35% |
$185K - $270K
|
7.83K
$1.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-6.66K- 15.09% |
$1.11M - $1.63M
|
37.4K
$6.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
286+ 10.51% |
$47.9K - $70K
|
3.01K
$503K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
35+ 1.0% |
$5.86K - $8.56K
|
3.55K
$595K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
943+ 18.98% |
$158K - $231K
|
5.91K
$990K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
125K+ 322.21% |
$20.9M - $30.5M
|
163K
$27.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-84- 1.05% |
$14.1K - $20.6K
|
7.89K
$1.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-264- 12.2% |
$44.2K - $64.6K
|
1.9K
$318K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.37K- 17.63% |
$229K - $335K
|
6.39K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
23.8K+ 47.45% |
$3.98M - $5.81M
|
73.8K
$12.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-399- 7.04% |
$66.8K - $97.6K
|
5.27K
$882K
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
253+ 11.82% |
$42.4K - $61.9K
|
2.39K
$401K
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
3.99K+ 38.8% |
$668K - $977K
|
14.3K
$2.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
64K+ 6.32% |
$10.7M - $15.7M
|
1.08M
$180M
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-2.66K- 27.64% |
$445K - $651K
|
6.96K
$1.17M
|