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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
305+ 3.94% |
$51.1K - $74.6K
|
8.04K
$2.32M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
9+ 0.18% |
$1.51K - $2.2K
|
5.12K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-838- 23.64% |
$140K - $205K
|
2.71K
$780K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-30.3K- 12.35% |
$5.08M - $7.42M
|
215K
$62.1M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.55K+ 14.49% |
$259K - $378K
|
12.2K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4.26K- 14.66% |
$714K - $1.04M
|
24.8K
$7.15M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.31% |
$670 - $979
|
1.32K
$379K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.05K+ 60.18% |
$846K - $1.24M
|
13.4K
$3.88M
|
|
|
May 09, 2025
Q1 2025
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
11.4KNew |
$1.91M - $2.79M
|
11.4K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.12K+ 46.13% |
$690K - $1.01M
|
13.1K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
132+ 2.33% |
$22.1K - $32.3K
|
5.8K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1.69K- 19.86% |
$284K - $415K
|
6.84K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-39- 97.5% |
$6.53K - $9.54K
|
1
$288
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
770+ 75.49% |
$129K - $188K
|
1.79K
$516K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
418+ 0.6% |
$70K - $102K
|
70.2K
$20.2M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
356+ 0.49% |
$59.6K - $87.1K
|
73.6K
$21.2M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-2.84K- 4.46% |
$475K - $694K
|
60.7K
$17.5M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-216K- 14.91% |
$36.2M - $53M
|
1.23M
$356M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-17.7K- 11.64% |
$2.96M - $4.32M
|
134K
$38.6M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-226- 14.85% |
$37.8K - $55.3K
|
1.3K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-19.3K- 14.92% |
$3.22M - $4.71M
|
110K
$31.6M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.15KNew |
$359K - $525K
|
2.15K
$618K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-4.65K- 2.21% |
$779K - $1.14M
|
206K
$59.4M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-56.1K- 8.37% |
$9.39M - $13.7M
|
614K
$177M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
731+ 4.13% |
$122K - $179K
|
18.4K
$5.31M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
60.5K+ 112.27% |
$10.1M - $14.8M
|
114K
$33M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
500+ 27.32% |
$83.7K - $122K
|
2.33K
$672K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
257+ 2.95% |
$43K - $62.9K
|
8.97K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.89K+ 3.4% |
$484K - $707K
|
87.8K
$25.3M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
50+ 1.26% |
$8.37K - $12.2K
|
4.01K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-759- 11.51% |
$127K - $186K
|
5.83K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.9K- 3.72% |
$1.49M - $2.18M
|
230K
$66.3M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
23.2K+ 36.1% |
$3.88M - $5.66M
|
87.3K
$25.2M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-18.1K- 4.17% |
$3.03M - $4.43M
|
417K
$120M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-49- 0.66% |
$8.2K - $12K
|
7.36K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-2.02K- 3.69% |
$338K - $495K
|
52.8K
$15.2M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-66.7K- 25.76% |
$11.2M - $16.3M
|
192K
$55.4M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.36K- 32.67% |
$897K - $1.31M
|
11K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
CALL |
100New |
$16.7K - $24.5K
|
100
$28.8K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-596- 0.49% |
$99.8K - $146K
|
120K
$34.7M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.33K- 43.84% |
$222K - $325K
|
1.7K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-75.9K- 13.63% |
$12.7M - $18.6M
|
481K
$139M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
456K+ 9.06% |
$76.3M - $112M
|
5.49M
$1.58B
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-40.2K- 83.43% |
$6.74M - $9.85M
|
7.99K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
440+ 0.89% |
$73.7K - $108K
|
49.6K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-470- 1.15% |
$78.7K - $115K
|
40.4K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
19.8K+ 18.17% |
$3.32M - $4.85M
|
129K
$37.1M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-45- 23.68% |
$7.53K - $11K
|
145
$41.8K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-386- 1.67% |
$64.6K - $94.5K
|
22.7K
$6.55M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-300- 1.98% |
$50.2K - $73.4K
|
14.8K
$4.27M
|