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 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
383+ 27.18% |
$56K - $106K
|
1.79K
$513K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.31K+ 63.59% |
$192K - $361K
|
3.37K
$965K
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-3- 0.1% |
$439 - $827
|
2.98K
$852K
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-422- 0.42% |
$61.7K - $116K
|
100K
$28.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.25K+ 177.38% |
$768K - $1.45M
|
8.21K
$2.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
71+ 0.86% |
$10.4K - $19.6K
|
8.37K
$2.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-457- 8.18% |
$66.9K - $126K
|
5.13K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
197+ 1.67% |
$28.8K - $54.3K
|
12K
$3.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.72K+ 13.29% |
$544K - $1.03M
|
31.7K
$9.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-481- 95.06% |
$70.4K - $133K
|
25
$7.16K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
701+ 14.83% |
$103K - $193K
|
5.43K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
298+ 5.66% |
$43.6K - $82.1K
|
5.56K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-949- 1.46% |
$139K - $262K
|
64K
$18.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1.62K+ 0.41% |
$237K - $446K
|
394K
$113M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
860New |
$126K - $237K
|
860
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.69K- 8.38% |
$248K - $466K
|
18.5K
$5.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
534+ 16.41% |
$78.1K - $147K
|
3.79K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
250+ 4.34% |
$36.6K - $68.9K
|
6.01K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
70New |
$10.2K - $19.3K
|
70
$20.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-1.76K- 7.75% |
$258K - $485K
|
21K
$6M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-20- 0.67% |
$2.93K - $5.51K
|
2.98K
$853K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
230+ 11.74% |
$33.6K - $63.4K
|
2.19K
$627K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.2K- 14.01% |
$175K - $331K
|
7.36K
$2.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-58- 0.17% |
$8.48K - $16K
|
33.4K
$9.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.32K+ 16.1% |
$778K - $1.47M
|
38.3K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
5.14K+ 18.44% |
$751K - $1.42M
|
33K
$9.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
750+ 7.98% |
$110K - $207K
|
10.1K
$2.91M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-234- 9.77% |
$34.2K - $64.5K
|
2.16K
$619K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
118+ 7.09% |
$17.3K - $32.5K
|
1.78K
$510K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
38+ 38.38% |
$5.56K - $10.5K
|
137
$39.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-260- 7.53% |
$38K - $71.7K
|
3.19K
$915K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-100- 9.52% |
$14.6K - $27.6K
|
950
$272K
|
|
|
Jul 16, 2025
Q2 2025
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-33.3K- 17.98% |
$4.86M - $9.17M
|
152K
$43.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15+ 6.82% |
$2.19K - $4.13K
|
235
$67.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-333- 0.95% |
$48.7K - $91.8K
|
34.8K
$9.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-1.15K- 4.84% |
$168K - $316K
|
22.6K
$6.47M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-20.7K- 3.25% |
$3.03M - $5.72M
|
618K
$177M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-45- 1.25% |
$6.58K - $12.4K
|
3.56K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$246K - $464K
|
1.68K
$482K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-62K- 22.16% |
$9.07M - $17.1M
|
218K
$62.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
908+ 12.63% |
$133K - $250K
|
8.1K
$2.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
11.9KNew |
$1.75M - $3.29M
|
11.9K
$3.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.56K+ 6.29% |
$227K - $429K
|
26.3K
$7.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.12K+ 13.2% |
$457K - $860K
|
26.8K
$7.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
SELL
|
- |
-850- 1.55% |
$124K - $234K
|
54K
$15.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
20+ 1.23% |
$2.93K - $5.51K
|
1.65K
$472K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
969New |
$142K - $267K
|
969
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-20- 1.01% |
$2.93K - $5.51K
|
1.97K
$564K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
333+ 97.65% |
$48.7K - $91.8K
|
674
$193K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3K+ 30.97% |
$439K - $828K
|
12.7K
$3.64M
|