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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.4K+ 95.32% |
$14.1M - $18.9M
|
27.5K
$7.86M
|
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
357New |
$374K - $502K
|
357
$102K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
12.7K+ 39.05% |
$13.3M - $17.9M
|
45.3K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
201New |
$211K - $283K
|
201
$57.6K
|
|
|
May 13, 2024
Q1 2024
|
Triatomic Management LP
New York, NY |
BUY
|
CALL |
5KNew |
$5.25M - $7.04M
|
5K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
CALL |
1New |
$1.05K - $1.41K
|
1
$286
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.08K- 1.3% |
$2.19M - $2.93M
|
158K
$45.3M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
219+ 8.41% |
$230K - $308K
|
2.82K
$808K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
309New |
$324K - $435K
|
309
$88.5K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-268- 6.96% |
$281K - $377K
|
3.58K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-50.2K- 7.31% |
$52.7M - $70.6M
|
636K
$182M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
306New |
$321K - $431K
|
306
$87.7K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
9.49KNew |
$9.95M - $13.3M
|
9.49K
$2.72M
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
849New |
$891K - $1.19M
|
849
$243K
|
|
|
May 08, 2024
Q1 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
432New |
$453K - $608K
|
432
$124K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-72- 22.29% |
$75.5K - $101K
|
251
$71.9K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 2.78% |
$1.05K - $1.41K
|
37
$10.6K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-191- 5.4% |
$200K - $269K
|
3.35K
$959K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-877- 46.45% |
$920K - $1.23M
|
1.01K
$290K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
224New |
$235K - $315K
|
224
$64.2K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-38- 12.88% |
$39.9K - $53.5K
|
257
$73.6K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
43+ 2.55% |
$45.1K - $60.5K
|
1.73K
$496K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
161New |
$169K - $227K
|
161
$46.1K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
256New |
$269K - $360K
|
256
$73.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
327+ 3.61% |
$343K - $460K
|
9.39K
$2.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.8KNew |
$3.98M - $5.34M
|
3.8K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
172New |
$180K - $242K
|
172
$49.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
388+ 159.67% |
$407K - $546K
|
631
$181K
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
353New |
$370K - $497K
|
353
$101K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
392New |
$411K - $552K
|
392
$112K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
34+ 11.18% |
$35.7K - $47.8K
|
338
$96.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-55- 2.89% |
$57.7K - $77.4K
|
1.85K
$529K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
32+ 800.0% |
$33.6K - $45K
|
36
$10.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-147- 4.21% |
$154K - $207K
|
3.35K
$959K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1- 0.33% |
$1.05K - $1.41K
|
298
$85.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
632New |
$663K - $889K
|
632
$181K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
2.14KNew |
$2.24M - $3.01M
|
2.14K
$613K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-4.44K- 99.82% |
$4.66M - $6.25M
|
8
$2.29K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-12.9K- 92.14% |
$13.5M - $18.2M
|
1.1K
$315K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
3.81KNew |
$4M - $5.37M
|
3.81K
$1.09M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.69K- 8.25% |
$1.77M - $2.38M
|
18.8K
$5.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-1- 4.76% |
$1.05K - $1.41K
|
20
$5.73K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
30+ 40.0% |
$31.5K - $42.2K
|
105
$30.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.31K- 9.87% |
$5.57M - $7.48M
|
48.5K
$13.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
303New |
$318K - $426K
|
303
$86.8K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-29.9M- 90.48% |
$24.3B - $34.2B
|
3.14M
$900M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1.8K- 90.0% |
$1.47M - $2.06M
|
200
$57.3K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-283- 88.99% |
$231K - $325K
|
35
$10K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-242Closed |
$197K - $278K
|
0
$0
|
|
|
May 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-1.3K- 0.2% |
$1.06M - $1.49M
|
638K
$183M
|
|