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 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.04KNew |
$166K - $260K
|
1.04K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-38- 47.5% |
$6.07K - $9.5K
|
42
$12K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
916New |
$146K - $229K
|
916
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
15+ 0.79% |
$2.4K - $3.75K
|
1.91K
$546K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.6K- 57.23% |
$255K - $400K
|
1.19K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Ariose Capital Management LTD
Central, Hong Kong, K3 |
BUY
|
- |
53.7KNew |
$8.57M - $13.4M
|
53.7K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
975New |
$156K - $244K
|
975
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
144+ 900.0% |
$23K - $36K
|
160
$45.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
584+ 123.47% |
$93.2K - $146K
|
1.06K
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.1KNew |
$176K - $276K
|
1.1K
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
30New |
$4.79K - $7.5K
|
30
$8.59K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-305- 12.6% |
$48.7K - $76.3K
|
2.12K
$606K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
970New |
$155K - $243K
|
970
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
27+ 1.39% |
$4.31K - $6.75K
|
1.97K
$563K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.14K- 79.23% |
$980K - $1.53M
|
1.61K
$461K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
45+ 2.74% |
$7.19K - $11.3K
|
1.69K
$483K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100+ 2.92% |
$16K - $25K
|
3.52K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
54+ 12.0% |
$8.62K - $13.5K
|
504
$144K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.34KNew |
$373K - $584K
|
2.34K
$669K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.33KNew |
$213K - $333K
|
1.33K
$382K
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
2.07K+ 900.0% |
$331K - $518K
|
2.3K
$659K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
BUY
|
- |
21.6K+ 977.85% |
$3.45M - $5.41M
|
23.8K
$6.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.21KNew |
$194K - $304K
|
1.21K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.06KNew |
$169K - $265K
|
1.06K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
200+ 200.0% |
$31.9K - $50K
|
300
$85.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-595- 6.66% |
$95K - $149K
|
8.33K
$2.39M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-12- 0.5% |
$1.92K - $3K
|
2.4K
$687K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
1.54KNew |
$246K - $385K
|
1.54K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
SELL
|
- |
-11.8K- 1.03% |
$1.89M - $2.96M
|
1.14M
$326M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
300New |
$47.9K - $75K
|
300
$85.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
51+ 0.78% |
$8.14K - $12.8K
|
6.62K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.81K- 44.06% |
$288K - $451K
|
2.29K
$657K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.91K+ 63.02% |
$1.1M - $1.73M
|
17.9K
$5.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
25New |
$3.99K - $6.25K
|
25
$7.16K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
872New |
$139K - $218K
|
872
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
19K+ 249.86% |
$3.04M - $4.76M
|
26.6K
$7.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-9- 27.27% |
$1.44K - $2.25K
|
24
$6.87K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-413- 22.69% |
$65.9K - $103K
|
1.41K
$403K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-701- 4.49% |
$112K - $175K
|
14.9K
$4.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-23.7K- 89.44% |
$3.78M - $5.91M
|
2.79K
$800K
|
|
|
Jan 02, 2025
Q4 2024
|
Franchise Capital LTD
Grand Cayman, E9 |
BUY
|
- |
8.7KNew |
$1.39M - $2.18M
|
8.7K
$2.49M
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
388K+ 1231.97% |
$52.9M - $677M
|
419K
$120M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
158K+ 942.27% |
$21.6M - $277M
|
175K
$50.2M
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-257- 17.64% |
$35K - $449K
|
1.2K
$344K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.36K+ 900.0% |
$321K - $4.12M
|
2.62K
$750K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
70New |
$9.54K - $122K
|
70
$20.1K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
315+ 900.0% |
$42.9K - $550K
|
350
$100K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
7.37K+ 369.29% |
$1M - $12.9M
|
9.37K
$2.68M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
CALL |
-990- 99.0% |
$135K - $1.73M
|
10
$2.86K
|
|
|
Dec 03, 2024
Q3 2024
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
7.7K+ 900.0% |
$1.05M - $13.4M
|
8.55K
$2.45M
|
|