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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-499- 7.59% |
$83.5K - $122K
|
6.08K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
35+ 0.35% |
$5.86K - $8.56K
|
10.1K
$2.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
531+ 10.28% |
$88.9K - $130K
|
5.7K
$1.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
860+ 11.17% |
$144K - $210K
|
8.56K
$2.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
66.4K+ 8.93% |
$11.1M - $16.3M
|
811K
$234M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
370+ 23.27% |
$61.9K - $90.5K
|
1.96K
$565K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
30+ 1.85% |
$5.02K - $7.34K
|
1.65K
$475K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-482- 7.24% |
$80.7K - $118K
|
6.18K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
49.5K+ 30.7% |
$8.29M - $12.1M
|
211K
$60.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-82- 0.46% |
$13.7K - $20.1K
|
17.7K
$5.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.14K+ 13.99% |
$358K - $523K
|
17.4K
$5.02M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
143+ 0.52% |
$23.9K - $35K
|
27.7K
$7.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
15.9K+ 128.23% |
$2.66M - $3.89M
|
28.3K
$8.16M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-2.25K- 1.13% |
$376K - $550K
|
196K
$56.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
584+ 16.41% |
$97.8K - $143K
|
4.14K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
25+ 1.13% |
$4.19K - $6.12K
|
2.24K
$647K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.2K+ 36.36% |
$201K - $294K
|
4.5K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-47- 0.72% |
$7.87K - $11.5K
|
6.49K
$1.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
61+ 2.78% |
$10.2K - $14.9K
|
2.25K
$650K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-849- 10.29% |
$142K - $208K
|
7.4K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
981+ 7.49% |
$164K - $240K
|
14.1K
$4.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
160+ 0.73% |
$26.8K - $39.2K
|
22K
$6.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
40K+ 1713.92% |
$6.7M - $9.79M
|
42.3K
$12.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
137K+ 36.67% |
$22.9M - $33.5M
|
510K
$147M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.49K+ 2.36% |
$249K - $365K
|
64.7K
$18.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
3.24K+ 0.94% |
$542K - $793K
|
348K
$100M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.65K+ 8.19% |
$276K - $403K
|
21.8K
$6.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
3.14KNew |
$526K - $768K
|
3.14K
$905K
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-231K- 51.77% |
$38.7M - $56.6M
|
215K
$62.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 15.13% |
$207K - $302K
|
9.4K
$2.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-271- 17.09% |
$45.4K - $66.3K
|
1.32K
$379K
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.03K+ 24.52% |
$172K - $251K
|
5.21K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
11New |
$1.84K - $2.69K
|
11
$3.17K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-180- 11.22% |
$30.1K - $44K
|
1.42K
$410K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
29.1K+ 32.09% |
$4.87M - $7.12M
|
120K
$34.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-608- 7.85% |
$102K - $149K
|
7.14K
$2.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
10+ 4.46% |
$1.67K - $2.45K
|
234
$67.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
446+ 32.77% |
$74.7K - $109K
|
1.81K
$521K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.64K+ 167.22% |
$442K - $646K
|
4.22K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.89K- 6.7% |
$819K - $1.2M
|
68.1K
$19.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
428K+ 18.04% |
$71.7M - $105M
|
2.8M
$807M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-365- 7.41% |
$61.1K - $89.3K
|
4.56K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-838- 97.44% |
$140K - $205K
|
22
$6.34K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
5.39K+ 231.41% |
$902K - $1.32M
|
7.71K
$2.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-140- 1.44% |
$23.4K - $34.3K
|
9.57K
$2.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
47.9KNew |
$8.02M - $11.7M
|
47.9K
$13.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-22K- 58.13% |
$3.68M - $5.39M
|
15.9K
$4.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.67KNew |
$614K - $898K
|
3.67K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
556+ 4.88% |
$93.1K - $136K
|
11.9K
$3.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-626- 33.89% |
$105K - $153K
|
1.22K
$352K
|