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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
22+ 733.33% |
$26.5K - $40.2K
|
25
$5.94K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1+ 0.9% |
$1.2K - $1.83K
|
112
$26.6K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20+ 3.64% |
$24.1K - $36.6K
|
570
$135K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
33K+ 124.85% |
$39.7M - $60.3M
|
59.4K
$14.1M
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
625+ 93.01% |
$753K - $1.14M
|
1.3K
$308K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-3.68K- 25.94% |
$4.43M - $6.73M
|
10.5K
$2.49M
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-9- 5.81% |
$10.8K - $16.5K
|
146
$34.7K
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
359New |
$432K - $657K
|
359
$85.2K
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
1+ 0.44% |
$1.2K - $1.83K
|
226
$53.7K
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
127New |
$153K - $232K
|
127
$30.2K
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
17+ 4.42% |
$20.5K - $31.1K
|
402
$95.5K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
136New |
$164K - $249K
|
136
$32.3K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1- 0.22% |
$1.2K - $1.83K
|
446
$106K
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
45+ 900.0% |
$54.2K - $82.3K
|
50
$11.9K
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
15+ 3.99% |
$18.1K - $27.4K
|
391
$92.8K
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
151New |
$182K - $276K
|
151
$35.9K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.29K- 5.72% |
$1.56M - $2.36M
|
21.3K
$5.06M
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-12.3K- 28.24% |
$14.8M - $22.5M
|
31.3K
$7.43M
|
|
Jul 18, 2024
Q2 2024
|
La Financiere De L'Echiquier
|
BUY
|
- |
198+ 0.93% |
$239K - $362K
|
21.6K
$5.13M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
84+ 15.36% |
$101K - $154K
|
631
$150K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
539New |
$649K - $986K
|
539
$128K
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-8- 4.26% |
$9.64K - $14.6K
|
180
$42.7K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
79New |
$95.2K - $144K
|
79
$18.8K
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-3- 1.99% |
$3.61K - $5.49K
|
148
$35.1K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-3- 1.22% |
$3.61K - $5.49K
|
243
$57.7K
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
131+ 27.35% |
$158K - $240K
|
610
$145K
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
239New |
$288K - $437K
|
239
$56.7K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
141New |
$170K - $258K
|
141
$33.5K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-14- 2.71% |
$16.9K - $25.6K
|
503
$119K
|
|
Jul 16, 2024
Q2 2024
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-7.76K- 48.83% |
$9.34M - $14.2M
|
8.13K
$1.93M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
100New |
$120K - $183K
|
100
$23.7K
|
|
Jul 15, 2024
Q2 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.17K- 85.96% |
$1.41M - $2.14M
|
191
$45.4K
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-5.33K- 31.68% |
$6.43M - $9.76M
|
11.5K
$2.73M
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.4% |
$2.41K - $3.66K
|
502
$119K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.9K+ 318.23% |
$2.29M - $3.48M
|
2.5K
$594K
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.04KNew |
$1.25M - $1.9M
|
1.04K
$246K
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
366New |
$441K - $669K
|
366
$86.9K
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
156New |
$188K - $285K
|
156
$37K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.65K- 62.29% |
$4.4M - $6.67M
|
2.21K
$525K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
PUT |
1.6KNew |
$1.93M - $2.93M
|
1.6K
$380K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
14New |
$16.9K - $25.6K
|
14
$3.32K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
25+ 0.69% |
$30.1K - $45.7K
|
3.64K
$863K
|
|
Jul 08, 2024
Q2 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
2.61KNew |
$3.14M - $4.77M
|
2.61K
$619K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-687- 35.52% |
$828K - $1.26M
|
1.25K
$296K
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
90+ 2.18% |
$108K - $165K
|
4.22K
$1M
|
|
Q1 2024 | |||||||
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-9.63M- 91.31% |
$10.1B - $13.6B
|
917K
$218M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.21KNew |
$4.42M - $5.92M
|
4.21K
$999K
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
1.28K+ 26.12% |
$1.34M - $1.8M
|
6.19K
$1.47M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.84K- 4.33% |
$1.93M - $2.59M
|
40.6K
$9.65M
|