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
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
571+ 5.21% |
$95.6K - $140K
|
11.5K
$3.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
255New |
$42.7K - $62.4K
|
255
$73.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
57+ 3.15% |
$9.54K - $13.9K
|
1.87K
$538K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.32K+ 6.1% |
$221K - $322K
|
22.9K
$6.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.2K+ 33.85% |
$201K - $294K
|
4.75K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.33K+ 4.26% |
$390K - $570K
|
57K
$16.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-52- 2.3% |
$8.71K - $12.7K
|
2.21K
$638K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
751+ 30.91% |
$126K - $184K
|
3.18K
$917K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 8.13% |
$1.67K - $2.45K
|
133
$38.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-144- 12.18% |
$24.1K - $35.2K
|
1.04K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
312+ 16.11% |
$52.2K - $76.3K
|
2.25K
$648K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.68K+ 49.75% |
$281K - $410K
|
5.05K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.13K- 9.86% |
$190K - $277K
|
10.3K
$2.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-16.4K- 28.36% |
$2.75M - $4.01M
|
41.4K
$11.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
70+ 11.11% |
$11.7K - $17.1K
|
700
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-3.36K- 6.8% |
$563K - $823K
|
46.1K
$13.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-414- 8.78% |
$69.3K - $101K
|
4.3K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.36K+ 2.4% |
$562K - $821K
|
143K
$41.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-7.03K- 34.75% |
$1.18M - $1.72M
|
13.2K
$3.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
1+ 0.01% |
$167 - $245
|
8.4K
$2.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-145- 0.6% |
$24.3K - $35.5K
|
24.2K
$6.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.88K+ 31.77% |
$649K - $948K
|
16.1K
$4.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-67.9K- 23.79% |
$11.4M - $16.6M
|
218K
$62.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthews International Capital Management LLC
|
SELL
|
- |
-29.5K- 80.1% |
$4.94M - $7.21M
|
7.33K
$2.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
55+ 0.17% |
$9.21K - $13.5K
|
32.8K
$9.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-25- 0.19% |
$4.19K - $6.12K
|
13.3K
$3.83M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.2K- 35.66% |
$369K - $539K
|
3.97K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
1.42K+ 30.15% |
$238K - $348K
|
6.14K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.74K+ 17.44% |
$626K - $915K
|
25.2K
$7.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.67K+ 69.61% |
$280K - $409K
|
4.07K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.75K+ 26.28% |
$1.3M - $1.9M
|
37.2K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
74+ 50.68% |
$12.4K - $18.1K
|
220
$63.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
850+ 43.02% |
$142K - $208K
|
2.83K
$814K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
10.4K+ 147.66% |
$1.73M - $2.53M
|
17.4K
$5M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-73.8K- 3.32% |
$12.4M - $18.1M
|
2.15M
$619M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.8K+ 7.59% |
$468K - $684K
|
39.6K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-440- 11.53% |
$73.7K - $108K
|
3.38K
$973K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 2.78% |
$16.7K - $24.5K
|
3.7K
$1.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
961+ 15.82% |
$161K - $235K
|
7.04K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
145K+ 210.58% |
$24.2M - $35.4M
|
214K
$61.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-942- 16.98% |
$158K - $231K
|
4.61K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
63+ 5.25% |
$10.5K - $15.4K
|
1.26K
$364K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
449+ 7.01% |
$75.2K - $110K
|
6.86K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
643+ 45.9% |
$108K - $157K
|
2.04K
$589K
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-220- 56.41% |
$36.8K - $53.8K
|
170
$49K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
6+ 0.14% |
$1K - $1.47K
|
4.21K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
BUY
|
- |
4.31K+ 7.81% |
$721K - $1.05M
|
59.4K
$17.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-521- 2.09% |
$87.2K - $127K
|
24.4K
$7.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
20.8KNew |
$3.48M - $5.09M
|
20.8K
$5.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-6.75K- 61.54% |
$1.13M - $1.65M
|
4.22K
$1.22M
|