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 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
985New |
$157K - $246K
|
985
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
60+ 1.81% |
$9.58K - $15K
|
3.37K
$965K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
153K+ 273650.0% |
$24.5M - $38.3M
|
153K
$43.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
1.63KNew |
$260K - $407K
|
1.63K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
M & L Capital Management LTD
London, X0 |
BUY
|
- |
132KNew |
$21M - $32.9M
|
132K
$37.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
15+ 1.05% |
$2.4K - $3.75K
|
1.45K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-40- 0.67% |
$6.39K - $10K
|
5.97K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
42+ 1.01% |
$6.71K - $10.5K
|
4.21K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
451+ 6.46% |
$72K - $113K
|
7.43K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
12.1KNew |
$1.93M - $3.02M
|
12.1K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
235+ 25.27% |
$37.5K - $58.8K
|
1.17K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-356- 6.37% |
$56.8K - $89K
|
5.23K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.25K- 51.87% |
$200K - $313K
|
1.16K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$2.45M - $3.84M
|
15.4K
$4.4M
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
300+ 42.86% |
$47.9K - $75K
|
1K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
- |
63.1K+ 118.74% |
$10.1M - $15.8M
|
116K
$33.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
CALL |
50KNew |
$7.98M - $12.5M
|
50K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
7.07K+ 5.61% |
$1.13M - $1.77M
|
133K
$38.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.23KNew |
$676K - $1.06M
|
4.23K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
300+ 11.07% |
$47.9K - $75K
|
3.01K
$862K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
SELL
|
- |
-16.8K- 57.67% |
$2.68M - $4.19M
|
12.3K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
940New |
$150K - $235K
|
940
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-300- 17.65% |
$47.9K - $75K
|
1.4K
$401K
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
285+ 1.12% |
$45.5K - $71.3K
|
25.8K
$7.4M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.3K- 61.07% |
$367K - $575K
|
1.47K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100New |
$16K - $25K
|
100
$28.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-128- 10.67% |
$20.4K - $32K
|
1.07K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
30.9KNew |
$4.94M - $7.73M
|
30.9K
$8.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.13KNew |
$180K - $283K
|
1.13K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
150New |
$24K - $37.5K
|
150
$43K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-240- 16.51% |
$38.3K - $60K
|
1.21K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
CALL |
2KNew |
$319K - $500K
|
2K
$573K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
270New |
$43.1K - $67.5K
|
270
$77.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.66KNew |
$584K - $915K
|
3.66K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
6.15KNew |
$982K - $1.54M
|
6.15K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
3KNew |
$479K - $750K
|
3K
$859K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
190+ 3.68% |
$30.3K - $47.5K
|
5.36K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
998New |
$159K - $250K
|
998
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2- 25.0% |
$319 - $500
|
6
$1.72K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-264- 21.12% |
$42.2K - $66K
|
986
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
990New |
$158K - $248K
|
990
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.26KNew |
$202K - $316K
|
1.26K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
900New |
$144K - $225K
|
900
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
890+ 68.99% |
$142K - $223K
|
2.18K
$624K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-40- 2.58% |
$6.39K - $10K
|
1.51K
$433K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.84K- 1.21% |
$294K - $461K
|
151K
$43.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
128+ 2.02% |
$20.4K - $32K
|
6.47K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Hendley & CO Inc
|
BUY
|
- |
900New |
$144K - $225K
|
900
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
102+ 1.52% |
$16.3K - $25.5K
|
6.81K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
2.5K+ 7.14% |
$399K - $625K
|
37.5K
$10.7M
|