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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Boit C F David
Boston, MA |
BUY
|
- |
25.9K+ 900.0% |
$3.53M - $45.2M
|
28.8K
$6.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
10.6K+ 1012.87% |
$1.45M - $18.5M
|
11.7K
$2.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
109K+ 827.24% |
$14.8M - $190M
|
122K
$28.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.98K+ 787.3% |
$406K - $5.2M
|
3.35K
$796K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
10.6K+ 222.92% |
$1.45M - $18.6M
|
15.4K
$3.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.34K+ 577.34% |
$319K - $4.09M
|
2.75K
$653K
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
1.37K+ 893.46% |
$186K - $2.39M
|
1.52K
$361K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.48KNew |
$201K - $2.58M
|
1.48K
$351K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.5K+ 905.8% |
$341K - $4.36M
|
2.78K
$659K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
99+ 900.0% |
$13.5K - $173K
|
110
$26.1K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
15.6K+ 879.95% |
$2.12M - $27.2M
|
17.4K
$4.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
3.99K+ 871.18% |
$544K - $6.97M
|
4.45K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
19.2K+ 898.64% |
$2.62M - $33.6M
|
21.4K
$5.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
5.65K+ 795.63% |
$770K - $9.86M
|
6.36K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
45.9K+ 813.22% |
$6.25M - $80.1M
|
51.5K
$12.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
1.19KNew |
$163K - $2.08M
|
1.19K
$283K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
30.7K+ 960.64% |
$4.18M - $53.5M
|
33.8K
$8.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.18K+ 1038.1% |
$297K - $3.81M
|
2.39K
$567K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.25K+ 872.73% |
$170K - $2.18M
|
1.39K
$330K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2.64M+ 826.28% |
$360M - $4.62B
|
2.96M
$704M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.48K+ 1304.87% |
$475K - $6.08M
|
3.75K
$891K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
1.16KNew |
$158K - $2.03M
|
1.16K
$275K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
4.35K+ 43510.0% |
$593K - $7.6M
|
4.36K
$1.04M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
936+ 900.0% |
$128K - $1.63M
|
1.04K
$247K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
86.2KNew |
$11.7M - $150M
|
86.2K
$20.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
12.8K+ 998.91% |
$1.75M - $22.4M
|
14.1K
$3.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
24New |
$3.27K - $41.9K
|
24
$5.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.54KNew |
$210K - $2.69M
|
1.54K
$366K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.74K+ 900.66% |
$373K - $4.78M
|
3.04K
$722K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
63.2K+ 900.58% |
$8.62M - $110M
|
70.3K
$16.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.44KNew |
$196K - $2.51M
|
1.44K
$342K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.81K+ 1791.98% |
$791K - $10.1M
|
6.13K
$1.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
490New |
$66.8K - $855K
|
490
$116K
|
|
|
Oct 03, 2024
Q3 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
909K+ 856.91% |
$124M - $1.59B
|
1.01M
$241M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.9K+ 900.0% |
$667K - $8.55M
|
5.44K
$1.29M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.33KNew |
$317K - $4.06M
|
2.33K
$552K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.69K+ 997.54% |
$775K - $9.93M
|
6.26K
$1.49M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
33.9K+ 875.23% |
$4.62M - $59.2M
|
37.8K
$8.98M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
173K+ 886.36% |
$23.5M - $302M
|
192K
$45.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.56K+ 1366.84% |
$348K - $4.46M
|
2.74K
$651K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.22KNew |
$166K - $2.13M
|
1.22K
$289K
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
BUY
|
- |
6.81K+ 1841.08% |
$928K - $11.9M
|
7.18K
$1.71M
|
|
|
Oct 02, 2024
Q3 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
5.97K+ 900.0% |
$813K - $10.4M
|
6.63K
$1.57M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3.49K+ 900.0% |
$476K - $6.1M
|
3.88K
$921K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
155K+ 863.4% |
$21.1M - $270M
|
173K
$41M
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-5.29K- 92.24% |
$6.38M - $9.68M
|
445
$106K
|
|
|
Jan 10, 2025
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
128New |
$154K - $234K
|
128
$30.4K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
11.1K+ 19900.0% |
$13.4M - $20.4M
|
11.2K
$2.66M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
130+ 0.91% |
$157K - $238K
|
14.4K
$3.41M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.03K- 91.0% |
$3.65M - $5.55M
|
300
$71.2K
|
|