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 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
279+ 3.83% |
$46.7K - $68.3K
|
7.56K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-122- 14.35% |
$20.4K - $29.9K
|
728
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-5- 6.58% |
$837 - $1.22K
|
71
$20.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-150- 6.1% |
$25.1K - $36.7K
|
2.31K
$666K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-29.4K- 17.84% |
$4.92M - $7.19M
|
135K
$39M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.76% |
$10K - $14.7K
|
7.88K
$2.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.43K+ 18.37% |
$239K - $349K
|
9.2K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
23.8KNew |
$3.98M - $5.82M
|
23.8K
$6.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
485+ 5.35% |
$81.2K - $119K
|
9.55K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-11.7K- 14.38% |
$1.96M - $2.87M
|
69.7K
$20.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.66K- 23.22% |
$278K - $407K
|
5.5K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.23K+ 8.23% |
$206K - $302K
|
16.2K
$4.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-102K- 93.53% |
$17M - $24.8M
|
7.03K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.04K+ 62.53% |
$341K - $498K
|
5.29K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
CALL |
100New |
$16.7K - $24.5K
|
100
$28.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.91K- 90.0% |
$319K - $467K
|
212
$61.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-75- 0.59% |
$12.6K - $18.4K
|
12.5K
$3.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
76+ 1.65% |
$12.7K - $18.6K
|
4.67K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.8K+ 10.22% |
$2.32M - $3.38M
|
149K
$43M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.83K- 0.49% |
$473K - $692K
|
570K
$164M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-482- 5.6% |
$80.7K - $118K
|
8.13K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
12.6K+ 157.21% |
$2.11M - $3.08M
|
20.6K
$5.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.2K+ 240.18% |
$2.55M - $3.72M
|
21.5K
$6.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
7.53K+ 116.9% |
$1.26M - $1.84M
|
14K
$4.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-473- 7.13% |
$79.2K - $116K
|
6.16K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
252+ 14.72% |
$42.2K - $61.7K
|
1.96K
$566K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.94K+ 4.46% |
$324K - $474K
|
45.4K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.49K- 15.59% |
$417K - $610K
|
13.5K
$3.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-12.9K- 27.34% |
$2.16M - $3.15M
|
34.2K
$9.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
12.8KNew |
$2.14M - $3.13M
|
12.8K
$3.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
610+ 4.02% |
$102K - $149K
|
15.8K
$4.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.36K+ 4.11% |
$227K - $332K
|
34.4K
$9.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-339- 1.18% |
$56.8K - $83K
|
28.3K
$8.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
137+ 2.83% |
$22.9K - $33.5K
|
4.98K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
837+ 70.1% |
$140K - $205K
|
2.03K
$585K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
316+ 20.45% |
$52.9K - $77.3K
|
1.86K
$536K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-357- 0.58% |
$59.8K - $87.4K
|
61.5K
$17.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-10.5K- 21.05% |
$1.76M - $2.58M
|
39.5K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
532+ 20.11% |
$89.1K - $130K
|
3.18K
$916K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-392- 4.14% |
$65.6K - $95.9K
|
9.08K
$2.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.35KNew |
$393K - $575K
|
2.35K
$677K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-18.1K- 12.25% |
$3.03M - $4.42M
|
130K
$37.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
706+ 11.92% |
$118K - $173K
|
6.63K
$1.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.78K+ 26.48% |
$466K - $681K
|
13.3K
$3.83M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
308+ 5.82% |
$51.6K - $75.4K
|
5.6K
$1.61M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.72% |
$1.67K - $2.45K
|
1.4K
$403K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.31KNew |
$386K - $564K
|
2.31K
$664K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
73+ 1.86% |
$12.2K - $17.9K
|
4K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-20.6K- 14.31% |
$3.46M - $5.05M
|
124K
$35.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
40+ 0.31% |
$6.7K - $9.79K
|
12.8K
$3.69M
|