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 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
250+ 13.48% |
$41.9K - $61.2K
|
2.11K
$607K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
243New |
$40.7K - $59.5K
|
243
$70K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
239+ 4.04% |
$40K - $58.5K
|
6.15K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
239+ 4.11% |
$40K - $58.5K
|
6.06K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
239+ 3.48% |
$40K - $58.5K
|
7.11K
$2.05M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
238+ 124.61% |
$39.8K - $58.2K
|
429
$124K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
238+ 3.7% |
$39.8K - $58.2K
|
6.68K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
237+ 5.13% |
$39.7K - $58K
|
4.86K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
235+ 10.98% |
$39.3K - $57.5K
|
2.38K
$684K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
235+ 52.22% |
$39.3K - $57.5K
|
685
$197K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
230New |
$38.5K - $56.3K
|
230
$66.3K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
230+ 39.52% |
$38.5K - $56.3K
|
812
$234K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
230+ 34.85% |
$38.5K - $56.3K
|
890
$257K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
225+ 2.9% |
$37.7K - $55.1K
|
7.99K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
224+ 6.26% |
$37.5K - $54.8K
|
3.8K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
224+ 7.36% |
$37.5K - $54.8K
|
3.27K
$941K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
223+ 2.71% |
$37.3K - $54.6K
|
8.44K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
220+ 7.62% |
$36.8K - $53.8K
|
3.11K
$895K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
220+ 7.06% |
$36.8K - $53.8K
|
3.34K
$962K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
PUT |
218New |
$36.5K - $53.3K
|
218
$62.8K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
212+ 9.22% |
$35.5K - $51.9K
|
2.51K
$724K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
210+ 29.49% |
$35.2K - $51.4K
|
922
$266K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
209+ 9.46% |
$35K - $51.1K
|
2.42K
$697K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
209+ 20900.0% |
$35K - $51.1K
|
210
$60.5K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
207+ 1.11% |
$34.7K - $50.7K
|
18.8K
$5.43M
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
205+ 10.62% |
$34.3K - $50.2K
|
2.14K
$616K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
205+ 0.18% |
$34.3K - $50.2K
|
113K
$32.6M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
202+ 3.64% |
$33.8K - $49.4K
|
5.75K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
201New |
$33.7K - $49.2K
|
201
$57.9K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
200New |
$33.5K - $48.9K
|
200
$57.6K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
200+ 3.32% |
$33.5K - $48.9K
|
6.22K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
200New |
$33.5K - $48.9K
|
200
$57.6K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
200+ 12.17% |
$33.5K - $48.9K
|
1.84K
$531K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
200+ 1.7% |
$33.5K - $48.9K
|
12K
$3.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
200+ 1.07% |
$33.5K - $48.9K
|
19K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
198+ 152.31% |
$33.2K - $48.5K
|
328
$94.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
197+ 6.86% |
$33K - $48.2K
|
3.07K
$885K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
196+ 2.44% |
$32.8K - $48K
|
8.22K
$2.37M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
195+ 1.63% |
$32.6K - $47.7K
|
12.2K
$3.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
195+ 5.93% |
$32.6K - $47.7K
|
3.49K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
193+ 2.37% |
$32.3K - $47.2K
|
8.32K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
192+ 19.41% |
$32.1K - $47K
|
1.18K
$340K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
190+ 5.94% |
$31.8K - $46.5K
|
3.39K
$977K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
189+ 0.03% |
$31.6K - $46.2K
|
707K
$204M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
188+ 0.38% |
$31.5K - $46K
|
49.2K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
188+ 3.5% |
$31.5K - $46K
|
5.57K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
187+ 4.45% |
$31.3K - $45.8K
|
4.39K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
187+ 11.75% |
$31.3K - $45.8K
|
1.78K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
187New |
$31.3K - $45.8K
|
187
$53.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
187+ 9.59% |
$31.3K - $45.8K
|
2.14K
$616K
|