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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-100- 1.36% |
$14.6K - $27.6K
|
7.28K
$2.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.14K+ 4.45% |
$167K - $315K
|
26.8K
$7.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$161K - $303K
|
1.1K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
430+ 29.92% |
$62.9K - $119K
|
1.87K
$535K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
975New |
$143K - $269K
|
975
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.16K- 8.84% |
$1.19M - $2.25M
|
84.1K
$24.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-17- 0.42% |
$2.49K - $4.69K
|
4.01K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
929New |
$136K - $256K
|
929
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
2.35KNew |
$344K - $648K
|
2.35K
$673K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.27K+ 1.21% |
$186K - $351K
|
107K
$30.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-16.6K- 21.22% |
$2.43M - $4.57M
|
61.6K
$17.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
2.61K+ 49.24% |
$382K - $719K
|
7.91K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-200- 6.85% |
$29.3K - $55.1K
|
2.72K
$779K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
560+ 4.47% |
$81.9K - $154K
|
13.1K
$3.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
243+ 1.71% |
$35.5K - $67K
|
14.4K
$4.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
13+ 0.47% |
$1.9K - $3.58K
|
2.76K
$791K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.93K+ 7.82% |
$282K - $531K
|
26.6K
$7.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-128- 2.31% |
$18.7K - $35.3K
|
5.41K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
73+ 2.05% |
$10.7K - $20.1K
|
3.64K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.17K- 28.91% |
$610K - $1.15M
|
10.3K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8.17K- 15.62% |
$1.2M - $2.25M
|
44.2K
$12.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-998- 1.97% |
$146K - $275K
|
49.7K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-581- 8.04% |
$85K - $160K
|
6.65K
$1.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
117+ 1.93% |
$17.1K - $32.3K
|
6.17K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
237+ 8.49% |
$34.7K - $65.3K
|
3.03K
$868K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.23K+ 11.55% |
$1.06M - $1.99M
|
69.8K
$20M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
214+ 6.75% |
$31.3K - $59K
|
3.39K
$970K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
12.5K+ 13.34% |
$1.82M - $3.44M
|
106K
$30.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
730New |
$107K - $201K
|
730
$209K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.46% |
$6.14K - $11.6K
|
9.15K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
651+ 14.95% |
$95.2K - $179K
|
5.01K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.08K+ 10.03% |
$158K - $298K
|
11.9K
$3.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
51+ 2.67% |
$7.46K - $14.1K
|
1.96K
$561K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.22K+ 7.15% |
$178K - $336K
|
18.3K
$5.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 0.94% |
$210K - $396K
|
154K
$44M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
986New |
$144K - $272K
|
986
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
336+ 0.62% |
$49.2K - $92.6K
|
54.2K
$15.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
940New |
$138K - $259K
|
940
$269K
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
750New |
$110K - $207K
|
750
$215K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
329+ 9.06% |
$48.1K - $90.7K
|
3.96K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Prakash Investment Advisors LLC
Andover, MA |
SELL
|
- |
-160- 1.38% |
$23.4K - $44.1K
|
11.5K
$3.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-3.08K- 54.39% |
$450K - $848K
|
2.58K
$739K
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
850New |
$124K - $234K
|
850
$243K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.18K+ 2.61% |
$612K - $1.15M
|
164K
$47M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.08KNew |
$159K - $299K
|
1.08K
$311K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1+ 0.04% |
$146 - $276
|
2.26K
$647K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.59K+ 7.26% |
$233K - $438K
|
23.5K
$6.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
319+ 10.81% |
$46.7K - $87.9K
|
3.27K
$937K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28+ 0.22% |
$4.1K - $7.72K
|
12.6K
$3.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.03K+ 52.67% |
$150K - $283K
|
2.98K
$853K
|