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 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-444- 1.51% |
$74.3K - $109K
|
29K
$8.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
1.62KNew |
$272K - $397K
|
1.62K
$452K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
22K+ 16.07% |
$3.68M - $5.39M
|
159K
$44.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-17.1K- 13.57% |
$2.86M - $4.18M
|
109K
$30.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-8.05K- 77.45% |
$1.35M - $1.97M
|
2.34K
$653K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
306+ 13.93% |
$51.2K - $74.9K
|
2.5K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-5.19K- 4.24% |
$869K - $1.27M
|
117K
$32.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
8.95K+ 27.16% |
$1.5M - $2.19M
|
41.9K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
15K+ 13636.36% |
$2.51M - $3.67M
|
15.1K
$4.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.2K+ 51.51% |
$200K - $293K
|
3.52K
$980K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
205+ 0.18% |
$34.3K - $50.2K
|
113K
$31.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
3.3K+ 3.3% |
$553K - $808K
|
103K
$28.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.06K- 17.52% |
$178K - $260K
|
5K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-2.09K- 12.19% |
$350K - $511K
|
15K
$4.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
712+ 71.41% |
$119K - $174K
|
1.71K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1+ 0.06% |
$167 - $245
|
1.81K
$505K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
455+ 8.55% |
$76.2K - $111K
|
5.78K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-392- 4.42% |
$65.6K - $95.9K
|
8.47K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.34% |
$1.51K - $2.2K
|
2.66K
$740K
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
1.54K+ 163.83% |
$258K - $377K
|
2.48K
$691K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-5.73K- 1.79% |
$960K - $1.4M
|
314K
$87.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
134KNew |
$22.4M - $32.7M
|
134K
$37.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
502+ 5.85% |
$84K - $123K
|
9.09K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
21+ 0.99% |
$3.52K - $5.14K
|
2.14K
$597K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-155- 1.24% |
$26K - $37.9K
|
12.4K
$3.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.8K+ 3.61% |
$3.81M - $5.57M
|
654K
$182M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
179+ 1.58% |
$30K - $43.8K
|
11.5K
$3.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
84+ 3.17% |
$14.1K - $20.6K
|
2.74K
$762K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-38- 1.89% |
$6.36K - $9.3K
|
1.98K
$550K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
432+ 8.88% |
$72.3K - $106K
|
5.3K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-23.6K- 21.49% |
$3.94M - $5.76M
|
86.1K
$24M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-4.01K- 12.15% |
$671K - $981K
|
29K
$8.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.41K+ 7.51% |
$570K - $834K
|
48.8K
$13.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
87+ 3.29% |
$14.6K - $21.3K
|
2.73K
$761K
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
3.85KNew |
$645K - $943K
|
3.85K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-70- 0.96% |
$11.7K - $17.1K
|
7.25K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
452+ 35.99% |
$75.7K - $111K
|
1.71K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-518- 4.37% |
$86.7K - $127K
|
11.3K
$3.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-5.99K- 4.02% |
$1M - $1.47M
|
143K
$39.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
7.22KNew |
$1.21M - $1.77M
|
7.22K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-14K- 63.98% |
$2.35M - $3.43M
|
7.89K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-1.28K- 28.62% |
$214K - $313K
|
3.19K
$889K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
832+ 62.7% |
$139K - $204K
|
2.16K
$601K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-1.76K- 25.57% |
$295K - $432K
|
5.14K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.37K+ 20.87% |
$230K - $335K
|
7.94K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
756+ 51.53% |
$127K - $185K
|
2.22K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-35K- 75.02% |
$5.87M - $8.58M
|
11.7K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-35.2K- 19.77% |
$5.89M - $8.61M
|
143K
$39.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.05K+ 113.46% |
$343K - $501K
|
3.86K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-55- 0.28% |
$9.21K - $13.5K
|
19.9K
$5.54M
|