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 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
500+ 1.65% |
$83.7K - $122K
|
30.9K
$8.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.03K+ 27.05% |
$1.34M - $1.96M
|
37.7K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-314- 3.83% |
$52.6K - $76.8K
|
7.87K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
290+ 6.94% |
$48.6K - $71K
|
4.47K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
54.2K+ 39.65% |
$9.08M - $13.3M
|
191K
$55.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-8.11K- 79.52% |
$1.36M - $1.98M
|
2.09K
$602K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-3.94K- 11.33% |
$660K - $964K
|
30.9K
$8.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9.52K+ 8.85% |
$1.59M - $2.33M
|
117K
$33.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-6K- 28.71% |
$1M - $1.47M
|
14.9K
$4.29M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
782+ 9.74% |
$131K - $191K
|
8.81K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.96K+ 34.02% |
$831K - $1.21M
|
19.6K
$5.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
141+ 0.56% |
$23.6K - $34.5K
|
25.4K
$7.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.65K+ 10.0% |
$1.11M - $1.63M
|
73.1K
$21.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.25K+ 40.89% |
$210K - $307K
|
4.32K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
336+ 1.62% |
$56.3K - $82.2K
|
21.1K
$6.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
578+ 10.46% |
$96.8K - $141K
|
6.11K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
343+ 39.56% |
$57.4K - $83.9K
|
1.21K
$349K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
327+ 16.52% |
$54.7K - $80K
|
2.31K
$665K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.41KNew |
$906K - $1.32M
|
5.41K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.17K+ 9.94% |
$197K - $287K
|
13K
$3.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6.22K- 88.7% |
$1.04M - $1.52M
|
792
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
912+ 1.09% |
$153K - $223K
|
84.3K
$24.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-90- 32.14% |
$15.1K - $22K
|
190
$54.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-35.6K- 49.66% |
$5.96M - $8.71M
|
36.1K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
8.99K+ 34.46% |
$1.51M - $2.2M
|
35.1K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-133- 15.93% |
$22.3K - $32.5K
|
702
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
235+ 10.98% |
$39.3K - $57.5K
|
2.38K
$684K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-73- 1.59% |
$12.2K - $17.9K
|
4.51K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
10.2K+ 167.26% |
$1.7M - $2.49M
|
16.3K
$4.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2K+ 19.44% |
$334K - $488K
|
12.3K
$3.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-388- 1.54% |
$65K - $94.9K
|
24.9K
$7.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.59K+ 32.32% |
$1.1M - $1.61M
|
27K
$7.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
471+ 43.45% |
$78.9K - $115K
|
1.56K
$448K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
928+ 29.12% |
$155K - $227K
|
4.12K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
830+ 58.7% |
$139K - $203K
|
2.24K
$647K
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
BUY
|
- |
331+ 18.0% |
$55.4K - $81K
|
2.17K
$625K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
10.6K+ 153.07% |
$1.78M - $2.6M
|
17.5K
$5.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-2.8K- 12.5% |
$469K - $685K
|
19.6K
$5.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-85.5K- 28.38% |
$14.3M - $20.9M
|
216K
$62.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
1.3K+ 12.62% |
$218K - $318K
|
11.6K
$3.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
60+ 1.5% |
$10K - $14.7K
|
4.07K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
101+ 3.47% |
$16.9K - $24.7K
|
3.01K
$868K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-3.19K- 12.48% |
$534K - $780K
|
22.4K
$6.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.1K+ 4.31% |
$184K - $269K
|
26.6K
$7.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
530+ 3.99% |
$88.7K - $130K
|
13.8K
$3.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.34K+ 17.26% |
$559K - $817K
|
22.7K
$6.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
27+ 0.61% |
$4.52K - $6.61K
|
4.43K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.62K- 15.48% |
$942K - $1.38M
|
30.7K
$8.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1+ 0.08% |
$167 - $245
|
1.25K
$359K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.33K+ 9.4% |
$223K - $325K
|
15.5K
$4.46M
|