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 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
SELL
|
- |
-3.11K- 4.15% |
$521K - $761K
|
71.8K
$20.7M
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.27K- 18.26% |
$213K - $312K
|
5.7K
$1.64M
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-8.17K- 4.65% |
$1.37M - $2M
|
167K
$48.2M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 7.21% |
$1.34K - $1.96K
|
119
$34.3K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
84+ 76.36% |
$14.1K - $20.6K
|
194
$55.9K
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-50- 0.48% |
$8.37K - $12.2K
|
10.3K
$2.97M
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-4.09K- 3.98% |
$684K - $1M
|
98.7K
$28.5M
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
1.56K+ 45.27% |
$261K - $382K
|
5.01K
$1.44M
|
|
Apr 10, 2025
Q1 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
4.83KNew |
$808K - $1.18M
|
4.83K
$1.39M
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
31+ 1.4% |
$5.19K - $7.59K
|
2.25K
$649K
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
7.65K+ 45.53% |
$1.28M - $1.87M
|
24.5K
$7.05M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.18K- 1.39% |
$198K - $290K
|
84.1K
$24.2M
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-137K- 8.68% |
$23M - $33.6M
|
1.44M
$416M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-336- 3.02% |
$56.3K - $82.2K
|
10.8K
$3.11M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.44K- 23.81% |
$408K - $596K
|
7.8K
$2.25M
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9- 0.31% |
$1.51K - $2.2K
|
2.9K
$836K
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-1.33K- 15.16% |
$223K - $325K
|
7.44K
$2.14M
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
3.22KNew |
$538K - $787K
|
3.22K
$927K
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
46+ 1.4% |
$7.7K - $11.3K
|
3.34K
$961K
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 37.32% |
$171K - $250K
|
3.76K
$1.08M
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-24.5K- 20.16% |
$4.1M - $5.99M
|
97K
$27.9M
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
100New |
$16.7K - $24.5K
|
100
$28.8K
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
12.7K+ 624.41% |
$2.13M - $3.11M
|
14.7K
$4.25M
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.49K+ 43.53% |
$418K - $610K
|
8.22K
$2.37M
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
4.4KNew |
$737K - $1.08M
|
4.4K
$1.27M
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
565K+ 102.73% |
$94.6M - $138M
|
1.12M
$321M
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
631+ 15.32% |
$106K - $154K
|
4.75K
$1.37M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
806+ 3.84% |
$135K - $197K
|
21.8K
$6.28M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-66- 5.02% |
$11.1K - $16.2K
|
1.25K
$360K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.6K+ 71.34% |
$268K - $391K
|
3.84K
$1.11M
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
188+ 3.5% |
$31.5K - $46K
|
5.57K
$1.6M
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-6.66K- 15.09% |
$1.11M - $1.63M
|
37.4K
$10.8M
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-264- 12.2% |
$44.2K - $64.6K
|
1.9K
$548K
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
23.8K+ 47.45% |
$3.98M - $5.81M
|
73.8K
$21.3M
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-2.66K- 27.64% |
$445K - $651K
|
6.96K
$2.01M
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-408- 2.22% |
$68.3K - $99.8K
|
18K
$5.19M
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
655+ 31.73% |
$110K - $160K
|
2.72K
$784K
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-497- 0.96% |
$83.2K - $122K
|
51.1K
$14.7M
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
478+ 11.39% |
$80K - $117K
|
4.67K
$1.35M
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
374+ 29.92% |
$62.6K - $91.5K
|
1.62K
$468K
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
4.13K+ 29.13% |
$691K - $1.01M
|
18.3K
$5.27M
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
224+ 7.36% |
$37.5K - $54.8K
|
3.27K
$941K
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-447- 16.73% |
$74.8K - $109K
|
2.23K
$641K
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
500+ 50.3% |
$83.7K - $122K
|
1.49K
$431K
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
298+ 14.56% |
$49.9K - $72.9K
|
2.35K
$676K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.45% |
$3.52K - $5.14K
|
4.63K
$1.33M
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-639- 25.85% |
$107K - $156K
|
1.83K
$528K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.3K+ 15.58% |
$2.9M - $4.24M
|
129K
$37.1M
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-4.45K- 25.92% |
$745K - $1.09M
|
12.7K
$3.67M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-820- 1.72% |
$137K - $201K
|
46.8K
$13.5M
|