Latest Institutional Purchases of Broadcom Inc. (AVGO)
This list provides information on the latest institutional transactions involving Broadcom Inc. (AVGO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
3.73KNew |
$625K - $914K
|
3.73K
$1.08M
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.67KNew |
$614K - $898K
|
3.67K
$1.06M
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.66K+ 821.3% |
$613K - $896K
|
4.11K
$1.18M
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.66K+ 51.18% |
$612K - $894K
|
10.8K
$3.11M
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.61K+ 297.12% |
$605K - $884K
|
4.83K
$1.39M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.59K+ 108.19% |
$602K - $879K
|
6.92K
$1.99M
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.57K+ 270.68% |
$598K - $874K
|
4.89K
$1.41M
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.46KNew |
$579K - $846K
|
3.46K
$996K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.41K+ 7.51% |
$570K - $834K
|
48.8K
$14.1M
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.37KNew |
$564K - $824K
|
3.37K
$971K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.36K+ 2.4% |
$562K - $821K
|
143K
$41.3M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.35K+ 1.49% |
$561K - $820K
|
229K
$65.9M
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.34K+ 17.26% |
$559K - $817K
|
22.7K
$6.54M
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.33KNew |
$557K - $814K
|
3.33K
$959K
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.3K+ 66.55% |
$553K - $808K
|
8.26K
$2.38M
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
3.3K+ 3.3% |
$553K - $808K
|
103K
$29.8M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.29K+ 110.03% |
$551K - $805K
|
6.28K
$1.81M
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.26K+ 33.48% |
$546K - $798K
|
13K
$3.75M
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.24K+ 41.76% |
$542K - $793K
|
11K
$3.17M
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
3.24K+ 0.94% |
$542K - $793K
|
348K
$100M
|
|
May 13, 2025
Q1 2025
|
Loup Funds, LLC
Minneapolis, MN |
BUY
|
- |
3.23K+ 4.8% |
$541K - $790K
|
70.5K
$20.3M
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
3.22KNew |
$538K - $787K
|
3.22K
$927K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.21K+ 3.46% |
$537K - $785K
|
96.1K
$27.7M
|
|
May 13, 2025
Q1 2025
|
Nierenberg Investment Management Company, Inc.
Camas, WA |
BUY
|
PUT |
3.2KNew |
$536K - $783K
|
3.2K
$922K
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
3.15K+ 2.63% |
$527K - $770K
|
123K
$35.3M
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
3.14K+ 2.19% |
$526K - $769K
|
147K
$42.4M
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
3.14KNew |
$526K - $768K
|
3.14K
$905K
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
3.13K+ 1841.18% |
$524K - $766K
|
3.3K
$951K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.13K+ 1.85% |
$524K - $765K
|
173K
$49.7M
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
3.13K+ 25.9% |
$523K - $765K
|
15.2K
$4.38M
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.12K+ 27.67% |
$522K - $763K
|
14.4K
$4.14M
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
BUY
|
- |
3.11K+ 14.1% |
$520K - $761K
|
25.1K
$7.25M
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
3.11K+ 10.28% |
$520K - $760K
|
33.3K
$9.61M
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.05K+ 12.4% |
$510K - $746K
|
27.6K
$7.96M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.04K+ 8.7% |
$508K - $743K
|
38K
$10.9M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.98K+ 0.28% |
$498K - $728K
|
1.08M
$311M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.98K+ 1.48% |
$498K - $728K
|
204K
$58.9M
|
|
May 15, 2025
Q1 2025
|
Night Owl Capital Management, LLC
Greenwich, CT |
BUY
|
- |
2.94K+ 4.85% |
$492K - $718K
|
63.5K
$18.3M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.93KNew |
$491K - $717K
|
2.93K
$845K
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.93K+ 7.7% |
$491K - $717K
|
41K
$11.8M
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.92KNew |
$489K - $715K
|
2.92K
$842K
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.92K+ 62.21% |
$489K - $715K
|
7.61K
$2.19M
|
|
May 15, 2025
Q1 2025
|
Blue Spruce Investments, LP
Chicago, IL |
BUY
|
- |
2.9KNew |
$486K - $710K
|
2.9K
$837K
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
2.9KNew |
$485K - $709K
|
2.9K
$836K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.9K+ 16.12% |
$485K - $709K
|
20.9K
$6.02M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.89K+ 3.4% |
$484K - $707K
|
87.8K
$25.3M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 3.42% |
$483K - $706K
|
87.2K
$25.1M
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
2.87KNew |
$480K - $702K
|
2.87K
$826K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.85K+ 6.72% |
$477K - $697K
|
45.2K
$13M
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.84K+ 15.1% |
$476K - $696K
|
21.7K
$6.25M
|