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 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
50.5K+ 10.59% |
$8.45M - $12.3M
|
527K
$152M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.93K+ 7.7% |
$491K - $717K
|
41K
$11.8M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-5.02K- 46.29% |
$841K - $1.23M
|
5.83K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.14K- 6.75% |
$359K - $524K
|
29.6K
$8.54M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-67- 4.17% |
$11.2K - $16.4K
|
1.54K
$444K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
27+ 1.51% |
$4.52K - $6.61K
|
1.81K
$524K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.29K- 1.65% |
$216K - $316K
|
76.8K
$22.2M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-1.94K- 2.03% |
$324K - $474K
|
93.5K
$27M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-6.12K- 15.32% |
$1.02M - $1.5M
|
33.8K
$9.76M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11K+ 17.95% |
$1.84M - $2.69M
|
72.4K
$20.9M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.82K+ 1.11% |
$975K - $1.42M
|
529K
$153M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-5.64K- 11.51% |
$944K - $1.38M
|
43.3K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-31.2K- 33.15% |
$5.23M - $7.64M
|
63K
$18.2M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-12.8K- 30.03% |
$2.14M - $3.13M
|
29.8K
$8.6M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.05K- 5.43% |
$176K - $257K
|
18.3K
$5.28M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-471K- 11.06% |
$78.8M - $115M
|
3.78M
$1.09B
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
58+ 0.93% |
$9.71K - $14.2K
|
6.32K
$1.82M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
695+ 59.81% |
$116K - $170K
|
1.86K
$536K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
238+ 124.61% |
$39.8K - $58.2K
|
429
$124K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
269+ 1.15% |
$45K - $65.8K
|
23.8K
$6.86M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.02K+ 15.09% |
$171K - $250K
|
7.8K
$2.25M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.14K+ 7.42% |
$191K - $278K
|
16.5K
$4.76M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.63K- 10.26% |
$273K - $399K
|
14.3K
$4.12M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
76+ 3.75% |
$12.7K - $18.6K
|
2.1K
$607K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-32- 1.21% |
$5.36K - $7.83K
|
2.61K
$754K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
32.7K+ 23.1% |
$5.47M - $8M
|
174K
$50.3M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-205- 10.35% |
$34.3K - $50.2K
|
1.78K
$512K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-8.3K- 15.49% |
$1.39M - $2.03M
|
45.3K
$13.1M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.6K+ 160.88% |
$1.78M - $2.6M
|
17.2K
$4.97M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-839- 4.31% |
$140K - $205K
|
18.6K
$5.38M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
291+ 1.62% |
$48.7K - $71.2K
|
18.2K
$5.27M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
443+ 5.42% |
$74.2K - $108K
|
8.62K
$2.49M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.25K- 12.68% |
$543K - $794K
|
22.3K
$6.45M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
278+ 12.62% |
$46.5K - $68K
|
2.48K
$716K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.18K- 2.6% |
$365K - $534K
|
81.6K
$23.6M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-7.15K- 24.02% |
$1.2M - $1.75M
|
22.6K
$6.53M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-36- 0.65% |
$6.03K - $8.81K
|
5.46K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-116- 2.44% |
$19.4K - $28.4K
|
4.65K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
681+ 18.87% |
$114K - $167K
|
4.29K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.05K+ 51.68% |
$175K - $256K
|
3.07K
$887K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-10.1K- 21.97% |
$1.69M - $2.47M
|
35.9K
$10.4M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.73K+ 1.55% |
$289K - $423K
|
114K
$32.8M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.39K+ 8.93% |
$902K - $1.32M
|
65.7K
$19M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-415- 1.25% |
$69.5K - $102K
|
32.8K
$9.46M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-68- 80.0% |
$11.4K - $16.6K
|
17
$4.91K
|
|
|
May 02, 2025
Q1 2025
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-26.5K- 32.8% |
$4.43M - $6.48M
|
54.2K
$15.7M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-627- 0.46% |
$105K - $153K
|
136K
$39.2M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
515+ 35.06% |
$86.2K - $126K
|
1.98K
$573K
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-345- 0.02% |
$57.8K - $84.4K
|
1.53M
$442M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-5.29K- 32.41% |
$886K - $1.29M
|
11K
$3.19M
|