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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.32K+ 7.59% |
$211K - $330K
|
18.7K
$5.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
161+ 3.59% |
$25.7K - $40.3K
|
4.65K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.43K+ 931.73% |
$867K - $1.36M
|
6.02K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Carmignac Gestion
Paris, I0 |
BUY
|
CALL |
140KNew |
$22.3M - $34.9M
|
140K
$40M
|
|
|
Feb 13, 2025
Q4 2024
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-25.2K- 30.13% |
$4.02M - $6.3M
|
58.4K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
59+ 1.64% |
$9.42K - $14.8K
|
3.66K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-190- 0.57% |
$30.3K - $47.5K
|
33K
$9.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
246+ 3.81% |
$39.3K - $61.5K
|
6.71K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
166+ 2.93% |
$26.5K - $41.5K
|
5.84K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
25KNew |
$3.99M - $6.25M
|
25K
$7.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-322- 4.64% |
$51.4K - $80.5K
|
6.62K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3+ 0.08% |
$479 - $750
|
3.65K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
3.36KNew |
$537K - $841K
|
3.36K
$963K
|
|
|
Feb 13, 2025
Q4 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
24KNew |
$3.83M - $6M
|
24K
$6.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4.48K- 33.11% |
$715K - $1.12M
|
9.05K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-6- 0.48% |
$958 - $1.5K
|
1.25K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
896New |
$143K - $224K
|
896
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
76.7KNew |
$12.2M - $19.2M
|
76.7K
$22M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
3.55KNew |
$566K - $887K
|
3.55K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
1.08KNew |
$172K - $270K
|
1.08K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
250+ 113.64% |
$39.9K - $62.5K
|
470
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-263- 19.2% |
$42K - $65.8K
|
1.11K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-85.3K- 79.21% |
$13.6M - $21.3M
|
22.4K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Kite Lake Capital Management (Uk) LLP
London, X0 |
SELL
|
CALL |
-70KClosed |
$11.2M - $17.5M
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
262+ 15.32% |
$41.8K - $65.5K
|
1.97K
$565K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
240+ 92.31% |
$38.3K - $60K
|
500
$143K
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-45.7K- 46.61% |
$7.3M - $11.4M
|
52.4K
$15M
|
|
|
Feb 12, 2025
Q4 2024
|
Cincinnati Financial Corp
|
SELL
|
- |
-9.15K- 0.53% |
$1.46M - $2.29M
|
1.72M
$494M
|
|
|
Feb 12, 2025
Q4 2024
|
Cincinnati Insurance CO
|
SELL
|
- |
-502K- 59.47% |
$80.2M - $126M
|
343K
$98.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-22.8K- 95.93% |
$3.65M - $5.71M
|
968
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
235+ 35.02% |
$37.5K - $58.8K
|
906
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
241K+ 5870.73% |
$38.4M - $60.2M
|
245K
$70.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
864New |
$138K - $216K
|
864
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-2.46M- 90.75% |
$393M - $615M
|
251K
$71.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-40- 1.59% |
$6.39K - $10K
|
2.47K
$707K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18+ 3.36% |
$2.87K - $4.5K
|
554
$159K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
242+ 13.55% |
$38.6K - $60.5K
|
2.03K
$581K
|
|
|
Feb 12, 2025
Q4 2024
|
Boxwood Ventures, Inc.
|
BUY
|
- |
10.1KNew |
$1.61M - $2.52M
|
10.1K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
44New |
$7.03K - $11K
|
44
$12.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
48.4KNew |
$7.73M - $12.1M
|
48.4K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.14KNew |
$181K - $284K
|
1.14K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
4New |
$639 - $1K
|
4
$1.15K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.21KNew |
$353K - $552K
|
2.21K
$633K
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-1.91K- 52.33% |
$305K - $478K
|
1.74K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-230- 5.72% |
$36.7K - $57.5K
|
3.79K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.05KNew |
$168K - $263K
|
1.05K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
37New |
$5.91K - $9.25K
|
37
$10.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
437+ 8.05% |
$69.8K - $109K
|
5.86K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
3.14KNew |
$501K - $784K
|
3.14K
$898K
|
|
|
Feb 12, 2025
Q4 2024
|
Ardmore Road Asset Management LP
New York, NY |
SELL
|
- |
-169K- 67.6% |
$27M - $42.3M
|
81K
$23.2M
|