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
|
Paragon Capital Management LTD
|
SELL
|
- |
-491- 13.08% |
$71.8K - $135K
|
3.26K
$935K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
910New |
$133K - $251K
|
910
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.87K- 6.85% |
$566K - $1.07M
|
52.6K
$15.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
6.77K+ 58.59% |
$990K - $1.87M
|
18.3K
$5.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.25K+ 6.19% |
$768K - $1.45M
|
90.1K
$25.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
819New |
$120K - $226K
|
819
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
915+ 30.46% |
$134K - $252K
|
3.92K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-13.4K- 3.76% |
$1.96M - $3.7M
|
344K
$98.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
333+ 2.91% |
$48.7K - $91.8K
|
11.8K
$3.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-124- 2.26% |
$18.1K - $34.2K
|
5.36K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
727New |
$106K - $200K
|
727
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-90- 3.16% |
$13.2K - $24.8K
|
2.76K
$791K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
566+ 64.39% |
$82.8K - $156K
|
1.45K
$414K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
853+ 2.78% |
$125K - $235K
|
31.5K
$9.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
82.9K+ 157.56% |
$12.1M - $22.9M
|
136K
$38.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.1K+ 72.46% |
$600K - $1.13M
|
9.77K
$2.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.49K+ 1.65% |
$218K - $411K
|
91.8K
$26.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-729- 8.6% |
$107K - $201K
|
7.74K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-539- 7.83% |
$78.9K - $149K
|
6.34K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-6.59K- 10.57% |
$964K - $1.82M
|
55.8K
$16M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6- 0.26% |
$878 - $1.65K
|
2.26K
$649K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
160+ 3.17% |
$23.4K - $44.1K
|
5.21K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-422- 0.74% |
$61.7K - $116K
|
56.5K
$16.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60+ 8.11% |
$8.78K - $16.5K
|
800
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
4.21K+ 483.91% |
$616K - $1.16M
|
5.08K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-714- 2.15% |
$104K - $197K
|
32.5K
$9.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
970New |
$142K - $267K
|
970
$278K
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-64- 5.01% |
$9.36K - $17.6K
|
1.21K
$348K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
159+ 0.61% |
$23.3K - $43.8K
|
26.1K
$7.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-108- 0.42% |
$15.8K - $29.8K
|
25.3K
$7.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.25K- 24.5% |
$329K - $619K
|
6.93K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.28K- 6.85% |
$333K - $627K
|
30.9K
$8.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-84- 1.32% |
$12.3K - $23.2K
|
6.3K
$1.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-14- 0.88% |
$2.05K - $3.86K
|
1.58K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
525+ 1.93% |
$76.8K - $145K
|
27.7K
$7.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 0.71% |
$7.31K - $13.8K
|
6.97K
$2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-194- 15.05% |
$28.4K - $53.5K
|
1.1K
$314K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.64K+ 14.87% |
$533K - $1M
|
28.1K
$8.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
173+ 5.45% |
$25.3K - $47.7K
|
3.35K
$959K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-796- 9.61% |
$116K - $219K
|
7.49K
$2.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
134+ 12.13% |
$19.6K - $36.9K
|
1.24K
$355K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-6.49K- 61.14% |
$950K - $1.79M
|
4.13K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.89K+ 394.73% |
$1.01M - $1.9M
|
8.64K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-85- 3.4% |
$12.4K - $23.4K
|
2.41K
$691K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-222- 2.54% |
$32.5K - $61.2K
|
8.52K
$2.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
730New |
$107K - $201K
|
730
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
94+ 7.81% |
$13.8K - $25.9K
|
1.3K
$372K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
448+ 14.43% |
$65.5K - $123K
|
3.55K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
782New |
$114K - $216K
|
782
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
335+ 0.51% |
$49K - $92.3K
|
65.7K
$18.8M
|