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 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.02K+ 15.09% |
$171K - $250K
|
7.8K
$2.25M
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.02K+ 51.72% |
$171K - $250K
|
3K
$863K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.02K+ 0.79% |
$171K - $250K
|
130K
$37.6M
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.02K+ 10.07% |
$170K - $249K
|
11.1K
$3.2M
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.01K+ 76.53% |
$170K - $248K
|
2.34K
$674K
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
1.01K+ 49.68% |
$170K - $248K
|
3.05K
$880K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
CALL |
1KNew |
$167K - $245K
|
1K
$288K
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
PUT |
1K+ 50.0% |
$167K - $245K
|
3K
$865K
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1K+ 10.42% |
$167K - $245K
|
10.6K
$3.05M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
999+ 15.28% |
$167K - $244K
|
7.54K
$2.17M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
996+ 83.49% |
$167K - $244K
|
2.19K
$631K
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
991+ 37.26% |
$166K - $242K
|
3.65K
$1.05M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
981+ 7.49% |
$164K - $240K
|
14.1K
$4.06M
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
973+ 6.46% |
$163K - $238K
|
16K
$4.62M
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
967+ 55.93% |
$162K - $237K
|
2.7K
$777K
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
961+ 3.46% |
$161K - $235K
|
28.7K
$8.27M
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
961+ 15.82% |
$161K - $235K
|
7.04K
$2.03M
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
960+ 51.47% |
$161K - $235K
|
2.83K
$814K
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
954+ 11.49% |
$160K - $233K
|
9.26K
$2.67M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
954+ 4.06% |
$160K - $233K
|
24.5K
$7.05M
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
952New |
$159K - $233K
|
952
$274K
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
951+ 13.22% |
$159K - $233K
|
8.15K
$2.35M
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
940+ 1.38% |
$157K - $230K
|
68.9K
$19.9M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
936New |
$157K - $229K
|
936
$270K
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
928+ 29.12% |
$155K - $227K
|
4.12K
$1.19M
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
909+ 11.19% |
$152K - $222K
|
9.04K
$2.6M
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
906New |
$152K - $222K
|
906
$261K
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
900+ 56.25% |
$151K - $220K
|
2.5K
$721K
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
898+ 0.36% |
$150K - $220K
|
250K
$72M
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
897+ 4.19% |
$150K - $219K
|
22.3K
$6.43M
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
896+ 86.49% |
$150K - $219K
|
1.93K
$557K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
894+ 0.73% |
$150K - $219K
|
123K
$35.6M
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
893+ 12.67% |
$150K - $219K
|
7.94K
$2.29M
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
893+ 69.49% |
$150K - $219K
|
2.18K
$628K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
890+ 27.33% |
$149K - $218K
|
4.15K
$1.2M
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
889+ 3.11% |
$149K - $218K
|
29.5K
$8.51M
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
862+ 4.2% |
$144K - $211K
|
21.4K
$6.16M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
860+ 11.17% |
$144K - $210K
|
8.56K
$2.47M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
852+ 17.86% |
$143K - $208K
|
5.62K
$1.62M
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
850+ 11.33% |
$142K - $208K
|
8.35K
$2.41M
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
850+ 43.02% |
$142K - $208K
|
2.83K
$814K
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
837+ 70.1% |
$140K - $205K
|
2.03K
$585K
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
832+ 62.7% |
$139K - $204K
|
2.16K
$622K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
831New |
$139K - $203K
|
831
$240K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
819New |
$137K - $200K
|
819
$236K
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
818+ 24.3% |
$137K - $200K
|
4.18K
$1.21M
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
806+ 3.84% |
$135K - $197K
|
21.8K
$6.28M
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
805New |
$135K - $197K
|
805
$232K
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
789+ 5.39% |
$132K - $193K
|
15.4K
$4.45M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
785+ 0.53% |
$131K - $192K
|
149K
$43M
|