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 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
20.6KNew |
$3.29M - $5.15M
|
20.6K
$5.9M
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
2.34KNew |
$374K - $586K
|
2.34K
$671K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
1.09KNew |
$174K - $273K
|
1.09K
$312K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
510New |
$81.4K - $128K
|
510
$146K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
963New |
$154K - $241K
|
963
$276K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
87+ 1.5% |
$13.9K - $21.8K
|
5.87K
$1.68M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
52+ 1.77% |
$8.3K - $13K
|
2.99K
$857K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.1KNew |
$335K - $524K
|
2.1K
$600K
|
|
|
Feb 27, 2025
Q4 2024
|
Kmt Wealth Management, LLC
El Segundo, CA |
BUY
|
- |
990New |
$158K - $248K
|
990
$284K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
800New |
$128K - $200K
|
800
$229K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-635- 4.76% |
$101K - $159K
|
12.7K
$3.64M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
4.34K+ 824.1% |
$693K - $1.09M
|
4.87K
$1.4M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.6K- 16.27% |
$3.6M - $5.64M
|
116K
$33.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
61.1K+ 954.7% |
$9.76M - $15.3M
|
67.5K
$19.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2KNew |
$319K - $500K
|
2K
$573K
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
6.12KNew |
$977K - $1.53M
|
6.12K
$1.75M
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.19KNew |
$191K - $299K
|
1.19K
$342K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
22.7KNew |
$3.62M - $5.67M
|
22.7K
$6.49M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.26KNew |
$201K - $315K
|
1.26K
$361K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
608+ 22.81% |
$97.1K - $152K
|
3.27K
$938K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17.9K+ 41.64% |
$2.85M - $4.47M
|
60.8K
$17.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
3.49KNew |
$557K - $873K
|
3.49K
$1M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
80New |
$12.8K - $20K
|
80
$22.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-1.95K- 66.52% |
$311K - $487K
|
980
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-829K- 2.08% |
$132M - $207M
|
39M
$11.2B
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
200+ 400.0% |
$31.9K - $50K
|
250
$71.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.25K- 3.47% |
$360K - $563K
|
62.7K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
1.11KNew |
$177K - $277K
|
1.11K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Fosun International LTD
|
BUY
|
- |
689+ 28.71% |
$110K - $172K
|
3.09K
$885K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.35KNew |
$216K - $338K
|
1.35K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
3.6K+ 120.0% |
$575K - $900K
|
6.6K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-11.2K- 65.68% |
$1.79M - $2.8M
|
5.86K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.25K- 3.69% |
$518K - $811K
|
84.7K
$24.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jpb Foundation
New York, NY |
SELL
|
- |
-5.7K- 76.61% |
$910K - $1.43M
|
1.74K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Albar Capital Partners LLP
London, X0 |
BUY
|
- |
23.4KNew |
$3.73M - $5.84M
|
23.4K
$6.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
PUT |
100KNew |
$16M - $25M
|
100K
$28.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.06KNew |
$169K - $265K
|
1.06K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
925New |
$148K - $231K
|
925
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.46K- 8.91% |
$232K - $364K
|
14.9K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.73K+ 74.84% |
$276K - $433K
|
4.04K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-738- 3.64% |
$118K - $185K
|
19.6K
$5.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-5.72K- 31.48% |
$914K - $1.43M
|
12.5K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
BUY
|
- |
30+ 0.15% |
$4.79K - $7.5K
|
19.5K
$5.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.8KNew |
$3.48M - $5.45M
|
21.8K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-350- 7.85% |
$55.9K - $87.5K
|
4.11K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
CALL |
-119K- 95.9% |
$19.1M - $29.9M
|
5.1K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
PUT |
2.6KNew |
$415K - $650K
|
2.6K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-55K- 68.75% |
$8.78M - $13.8M
|
25K
$7.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-43.3K- 23.11% |
$6.91M - $10.8M
|
144K
$41.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Tenere Capital LLC
Denver, CO |
SELL
|
- |
-24.2K- 26.44% |
$3.87M - $6.06M
|
67.4K
$19.3M
|