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 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-119- 4.61% |
$19.9K - $29.1K
|
2.46K
$686K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.06K- 2.55% |
$177K - $259K
|
40.5K
$11.3M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.87K+ 11.2% |
$815K - $1.19M
|
48.4K
$13.5M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-7.23K- 9.52% |
$1.21M - $1.77M
|
68.7K
$19.1M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
62+ 1.35% |
$10.4K - $15.2K
|
4.65K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
430K+ 38.68% |
$72.1M - $105M
|
1.54M
$430M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-467- 2.22% |
$78.2K - $114K
|
20.6K
$5.73M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
29.1K+ 11.18% |
$4.87M - $7.12M
|
289K
$80.6M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-158- 0.33% |
$26.5K - $38.7K
|
48.3K
$13.5M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
7.6K+ 370.78% |
$1.27M - $1.86M
|
9.65K
$2.69M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.13K+ 25.9% |
$523K - $765K
|
15.2K
$4.23M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-4.58K- 1.89% |
$766K - $1.12M
|
238K
$66.2M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.09K+ 73.71% |
$182K - $266K
|
2.56K
$714K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
1.56K+ 45.05% |
$261K - $382K
|
5.02K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
4.12K+ 12.82% |
$690K - $1.01M
|
36.3K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-34.3K- 34.42% |
$5.75M - $8.4M
|
65.4K
$18.2M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-594- 12.74% |
$99.5K - $145K
|
4.07K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-179- 0.83% |
$30K - $43.8K
|
21.3K
$5.93M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-83- 3.99% |
$13.9K - $20.3K
|
2K
$557K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-579- 0.73% |
$96.9K - $142K
|
78.8K
$22M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-428K- 15.87% |
$71.6M - $105M
|
2.27M
$632M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-622- 10.35% |
$104K - $152K
|
5.39K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
121+ 7.51% |
$20.3K - $29.6K
|
1.73K
$483K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.96% |
$4.52K - $6.61K
|
2.8K
$780K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
93+ 8.26% |
$15.6K - $22.8K
|
1.22K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-61.5K- 14.1% |
$10.3M - $15.1M
|
375K
$104M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
137+ 1.15% |
$22.9K - $33.5K
|
12.1K
$3.37M
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
5.89K+ 79.3% |
$986K - $1.44M
|
13.3K
$3.71M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-228- 1.9% |
$38.2K - $55.8K
|
11.7K
$3.27M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
32+ 0.51% |
$5.36K - $7.83K
|
6.26K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
36+ 0.06% |
$6.03K - $8.81K
|
61.7K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
421+ 2.03% |
$70.5K - $103K
|
21.2K
$5.91M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
20.9K+ 11.55% |
$3.5M - $5.12M
|
202K
$56.3M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
25+ 1.04% |
$4.19K - $6.12K
|
2.43K
$678K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.24K- 23.21% |
$208K - $304K
|
4.11K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-251- 2.97% |
$42K - $61.4K
|
8.21K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-275- 1.7% |
$46K - $67.3K
|
15.9K
$4.42M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.29KNew |
$384K - $561K
|
2.29K
$639K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
418+ 18.42% |
$70K - $102K
|
2.69K
$749K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
195+ 1.63% |
$32.6K - $47.7K
|
12.2K
$3.4M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-517- 9.6% |
$86.6K - $127K
|
4.87K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-303- 3.54% |
$50.7K - $74.1K
|
8.25K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-772- 1.18% |
$129K - $189K
|
64.4K
$17.9M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
67+ 3.28% |
$11.2K - $16.4K
|
2.11K
$587K
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
46.8K+ 2963.16% |
$7.84M - $11.5M
|
48.4K
$13.5M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7.5K+ 8.28% |
$1.26M - $1.84M
|
98.1K
$27.3M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.75K+ 39.55% |
$293K - $428K
|
6.17K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
619New |
$104K - $151K
|
619
$172K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
336+ 5.17% |
$56.3K - $82.2K
|
6.83K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
29+ 1.16% |
$4.86K - $7.1K
|
2.53K
$705K
|