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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
25New |
$15.3K - $22.2K
|
25
$5.94K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
36+ 0.24% |
$22K - $31.9K
|
15.3K
$3.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11+ 0.1% |
$6.71K - $9.75K
|
11K
$2.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
10+ 2.21% |
$6.1K - $8.86K
|
462
$110K
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-2.14K- 14.25% |
$1.3M - $1.89M
|
12.8K
$3.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
13+ 16.46% |
$7.93K - $11.5K
|
92
$21.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-219- 12.81% |
$134K - $194K
|
1.49K
$354K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
11New |
$6.71K - $9.75K
|
11
$2.61K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-213- 31.74% |
$130K - $189K
|
458
$109K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
PUT |
300New |
$183K - $266K
|
300
$71.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
434New |
$265K - $385K
|
434
$103K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
2.78KNew |
$1.69M - $2.46M
|
2.78K
$659K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
141+ 193.15% |
$86K - $125K
|
214
$50.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.5K+ 141.65% |
$2.13M - $3.1M
|
5.96K
$1.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-518- 1.57% |
$316K - $459K
|
32.4K
$7.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
269New |
$164K - $238K
|
269
$63.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
21+ 3.72% |
$12.8K - $18.6K
|
586
$139K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
252New |
$154K - $223K
|
252
$59.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-24- 3.91% |
$14.6K - $21.3K
|
590
$140K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
8New |
$4.88K - $7.09K
|
8
$1.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
250New |
$153K - $222K
|
250
$59.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
18.5KNew |
$11.3M - $16.4M
|
18.5K
$4.38M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-191- 16.34% |
$117K - $169K
|
978
$232K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
303New |
$185K - $269K
|
303
$71.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.8K- 32.48% |
$1.1M - $1.59M
|
3.73K
$887K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-40- 15.15% |
$24.4K - $35.4K
|
224
$53.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-249- 37.61% |
$152K - $221K
|
413
$98.1K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-40- 15.15% |
$24.4K - $35.4K
|
224
$53.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
15+ 15.0% |
$9.15K - $13.3K
|
115
$27.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-8- 2.32% |
$4.88K - $7.09K
|
337
$80K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 7.69% |
$3.05K - $4.43K
|
70
$16.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-285- 3.83% |
$174K - $253K
|
7.15K
$1.7M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1+ 50.0% |
$610 - $886
|
3
$712
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
43+ 12.8% |
$26.2K - $38.1K
|
379
$90K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
293New |
$179K - $260K
|
293
$69.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 1.26% |
$4.27K - $6.2K
|
562
$133K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
9+ 2.41% |
$5.49K - $7.98K
|
382
$90.7K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.84K- 0.97% |
$1.57M - $1.83M
|
291K
$69M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.33KNew |
$2.95M - $3.43M
|
5.33K
$1.26M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
415+ 11.07% |
$230K - $267K
|
4.16K
$989K
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
418New |
$231K - $269K
|
418
$99.2K
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
6.69K+ 3.2% |
$3.7M - $4.31M
|
216K
$51.3M
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
14+ 1.03% |
$7.75K - $9.01K
|
1.37K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Force Hill Capital Management LP
New York, NY |
SELL
|
- |
-8.88K- 35.98% |
$4.91M - $5.72M
|
15.8K
$3.75M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
109New |
$60.3K - $70.2K
|
109
$25.9K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.56K- 2.96% |
$865K - $1.01M
|
51.3K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
495New |
$274K - $319K
|
495
$118K
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
PUT |
30KNew |
$16.6M - $19.3M
|
30K
$7.12M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
50+ 8.65% |
$27.7K - $32.2K
|
628
$149K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-911- 96.61% |
$504K - $586K
|
32
$7.6K
|
|