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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
910New |
$145K - $228K
|
910
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-21.2K- 28.57% |
$3.38M - $5.3M
|
53K
$15.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
55+ 5.29% |
$8.78K - $13.8K
|
1.1K
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.35KNew |
$216K - $338K
|
1.35K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.01K- 1.65% |
$161K - $253K
|
60.3K
$17.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.09KNew |
$174K - $273K
|
1.09K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-318- 23.3% |
$50.8K - $79.5K
|
1.05K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
44+ 2.94% |
$7.03K - $11K
|
1.54K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Barton Investment Management
|
BUY
|
- |
1.08KNew |
$172K - $269K
|
1.08K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
960New |
$153K - $240K
|
960
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-790- 45.14% |
$126K - $198K
|
960
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
PUT |
800New |
$128K - $200K
|
800
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-8.4K- 2.53% |
$1.34M - $2.1M
|
324K
$92.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-507- 34.33% |
$81K - $127K
|
970
$278K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
941New |
$150K - $235K
|
941
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.09KNew |
$174K - $273K
|
1.09K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-65- 1.33% |
$10.4K - $16.3K
|
4.82K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-59- 2.46% |
$9.42K - $14.8K
|
2.34K
$671K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1.8KNew |
$288K - $451K
|
1.8K
$517K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.03KNew |
$164K - $257K
|
1.03K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.09KNew |
$174K - $272K
|
1.09K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
940New |
$150K - $235K
|
940
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
215New |
$34.3K - $53.8K
|
215
$61.6K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-320- 13.22% |
$51.1K - $80K
|
2.1K
$602K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
1.25KNew |
$200K - $313K
|
1.25K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
960New |
$153K - $240K
|
960
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
953New |
$152K - $238K
|
953
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
500New |
$79.8K - $125K
|
500
$143K
|
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
BUY
|
- |
1.62KNew |
$259K - $406K
|
1.62K
$465K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
2.29K+ 10.46% |
$365K - $572K
|
24.1K
$6.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1KNew |
$160K - $250K
|
1K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
CALL |
1KNew |
$160K - $250K
|
1K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-38- 0.31% |
$6.07K - $9.5K
|
12.1K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.29K- 93.86% |
$366K - $573K
|
150
$43K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
102+ 6.45% |
$16.3K - $25.5K
|
1.68K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
962New |
$154K - $241K
|
962
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
53+ 3.08% |
$8.46K - $13.3K
|
1.77K
$507K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
950New |
$152K - $238K
|
950
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200- 16.18% |
$31.9K - $50K
|
1.04K
$297K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.06KNew |
$169K - $265K
|
1.06K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-20- 2.97% |
$3.19K - $5K
|
654
$187K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.25K- 55.01% |
$200K - $313K
|
1.02K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-617- 25.89% |
$98.5K - $154K
|
1.77K
$506K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
1.06KNew |
$169K - $264K
|
1.06K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
163+ 6.47% |
$26K - $40.8K
|
2.68K
$769K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
152+ 103.4% |
$24.3K - $38K
|
299
$85.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
800+ 9.57% |
$128K - $200K
|
9.16K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
BUY
|
- |
1.3KNew |
$208K - $326K
|
1.3K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
166+ 1.87% |
$26.5K - $41.5K
|
9.05K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-267- 17.23% |
$42.6K - $66.8K
|
1.28K
$368K
|