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 |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
370+ 9.79% |
$59.1K - $92.5K
|
4.15K
$975K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.74K+ 21.75% |
$278K - $436K
|
9.76K
$2.29M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
140+ 3.15% |
$22.4K - $35K
|
4.59K
$1.08M
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
240+ 41.38% |
$38.3K - $60K
|
820
$193K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
872+ 3.53% |
$139K - $218K
|
25.5K
$6M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
9.57K+ 5.54% |
$1.53M - $2.39M
|
182K
$42.8M
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-55- 5.47% |
$8.78K - $13.8K
|
950
$223K
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
386+ 2.99% |
$61.6K - $96.5K
|
13.3K
$3.13M
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
67+ 2.95% |
$10.7K - $16.8K
|
2.34K
$549K
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
6.9K+ 1238.24% |
$1.1M - $1.72M
|
7.45K
$1.75M
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.55K- 11.49% |
$247K - $386K
|
11.9K
$2.8M
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-85- 7.0% |
$13.6K - $21.3K
|
1.13K
$266K
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
12.2KNew |
$1.95M - $3.05M
|
12.2K
$2.87M
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
3.79K+ 106.69% |
$606K - $948K
|
7.35K
$1.73M
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
SELL
|
- |
-11.3K- 90.48% |
$1.8M - $2.82M
|
1.19K
$279K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
84+ 3.04% |
$13.4K - $21K
|
2.85K
$669K
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
687K+ 15.01% |
$110M - $172M
|
5.26M
$1.24B
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
SELL
|
- |
-5K- 23.26% |
$798K - $1.25M
|
16.5K
$3.88M
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.97K- 20.57% |
$314K - $492K
|
7.6K
$1.79M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.48K+ 10.33% |
$556K - $871K
|
37.2K
$8.75M
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
75+ 4.41% |
$12K - $18.8K
|
1.78K
$417K
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.02K- 4.67% |
$323K - $505K
|
41.3K
$9.7M
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
18+ 0.23% |
$2.87K - $4.5K
|
7.96K
$1.87M
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-32- 2.32% |
$5.11K - $8K
|
1.35K
$316K
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-550- 3.29% |
$87.8K - $138K
|
16.2K
$3.8M
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
155+ 0.85% |
$24.7K - $38.8K
|
18.4K
$4.33M
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.2K+ 60.15% |
$351K - $549K
|
5.85K
$1.37M
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.3K- 14.63% |
$368K - $576K
|
13.4K
$3.16M
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.25K- 14.32% |
$678K - $1.06M
|
25.4K
$5.98M
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-230- 0.71% |
$36.7K - $57.5K
|
32.3K
$7.59M
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.06KNew |
$169K - $264K
|
1.06K
$248K
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-50- 0.76% |
$7.98K - $12.5K
|
6.52K
$1.53M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
251+ 7.86% |
$40.1K - $62.8K
|
3.44K
$809K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.92K+ 1.59% |
$307K - $480K
|
122K
$28.8M
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-5- 0.38% |
$798 - $1.25K
|
1.33K
$311K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.71K+ 21.49% |
$592K - $927K
|
21K
$4.93M
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
99+ 5.56% |
$15.8K - $24.8K
|
1.88K
$442K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-771- 3.09% |
$123K - $193K
|
24.2K
$5.69M
|
|
Jan 02, 2025
Q4 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.25KNew |
$200K - $313K
|
1.25K
$294K
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
191+ 60.63% |
$30.5K - $47.8K
|
506
$119K
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.02K+ 6.12% |
$323K - $505K
|
35K
$8.23M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.83K+ 46.11% |
$293K - $458K
|
5.81K
$1.36M
|
|
Jan 02, 2025
Q4 2024
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
8.7KNew |
$1.39M - $2.18M
|
8.7K
$2.04M
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8.9K+ 10.4% |
$1.42M - $2.23M
|
94.5K
$22.2M
|
|
Q3 2024 | |||||||
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-31- 1.89% |
$4.22K - $54.1K
|
1.61K
$379K
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
9.28M+ 728.54% |
$1.26B - $16.2B
|
10.6M
$2.48B
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
460+ 605.26% |
$62.7K - $803K
|
536
$126K
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.29K+ 897.92% |
$176K - $2.26M
|
1.44K
$338K
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
315+ 900.0% |
$42.9K - $550K
|
350
$82.3K
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.64K+ 1182.91% |
$632K - $8.1M
|
5.03K
$1.18M
|