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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
432New |
$453K - $608K
|
432
$103K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-72- 22.29% |
$75.5K - $101K
|
251
$59.6K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 2.78% |
$1.05K - $1.41K
|
37
$8.79K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-191- 5.4% |
$200K - $269K
|
3.35K
$795K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
175New |
$184K - $246K
|
175
$41.6K
|
|
|
May 06, 2024
Q1 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-20.5K- 99.04% |
$21.5M - $28.9M
|
200
$47.5K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-877- 46.45% |
$920K - $1.23M
|
1.01K
$240K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
224New |
$235K - $315K
|
224
$53.2K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-38- 12.88% |
$39.9K - $53.5K
|
257
$61K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-250- 18.77% |
$262K - $352K
|
1.08K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
43+ 2.55% |
$45.1K - $60.5K
|
1.73K
$411K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-3- 1.5% |
$3.15K - $4.22K
|
197
$46.8K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
161New |
$169K - $227K
|
161
$38.2K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
17.4KNew |
$18.3M - $24.6M
|
17.4K
$4.14M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
256New |
$269K - $360K
|
256
$60.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
327+ 3.61% |
$343K - $460K
|
9.39K
$2.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.8KNew |
$3.98M - $5.34M
|
3.8K
$901K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
172New |
$180K - $242K
|
172
$40.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
388+ 159.67% |
$407K - $546K
|
631
$150K
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
353New |
$370K - $497K
|
353
$83.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
392New |
$411K - $552K
|
392
$93.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
34+ 11.18% |
$35.7K - $47.8K
|
338
$80.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-55- 2.89% |
$57.7K - $77.4K
|
1.85K
$438K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
32+ 800.0% |
$33.6K - $45K
|
36
$8.55K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-147- 4.21% |
$154K - $207K
|
3.35K
$795K
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
511New |
$536K - $719K
|
511
$121K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
SELL
|
- |
-177- 41.55% |
$186K - $249K
|
249
$59.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1- 0.33% |
$1.05K - $1.41K
|
298
$70.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Granite Shares Advisors LLC
|
SELL
|
- |
-15- 0.75% |
$15.7K - $21.1K
|
1.97K
$469K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
632New |
$663K - $889K
|
632
$150K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
2.14KNew |
$2.24M - $3.01M
|
2.14K
$508K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.44K- 99.82% |
$4.66M - $6.25M
|
8
$1.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-12.9K- 92.14% |
$13.5M - $18.2M
|
1.1K
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.81KNew |
$4M - $5.37M
|
3.81K
$906K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
BUY
|
- |
155New |
$163K - $218K
|
155
$36.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1+ 0.28% |
$1.05K - $1.41K
|
364
$86.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.69K- 8.25% |
$1.77M - $2.38M
|
18.8K
$4.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-1- 4.76% |
$1.05K - $1.41K
|
20
$4.75K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
30+ 40.0% |
$31.5K - $42.2K
|
105
$24.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.31K- 9.87% |
$5.57M - $7.48M
|
48.5K
$11.5M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
57+ 9.79% |
$59.8K - $80.2K
|
639
$152K
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
1.4K+ 27.3% |
$1.47M - $1.97M
|
6.54K
$1.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
303New |
$318K - $426K
|
303
$71.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
39.2KNew |
$41.1M - $55.1M
|
39.2K
$9.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-199- 41.98% |
$209K - $280K
|
275
$65.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
474New |
$497K - $667K
|
474
$113K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
80+ 86.96% |
$65.2K - $91.8K
|
172
$40.8K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
957K+ 65.09% |
$779M - $1.1B
|
2.43M
$576M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1.8K- 90.0% |
$1.47M - $2.06M
|
200
$47.5K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-283- 88.99% |
$231K - $325K
|
35
$8.31K
|
|