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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
650New |
$104K - $163K
|
650
$186K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
644New |
$103K - $161K
|
644
$184K
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
630+ 7.56% |
$101K - $158K
|
8.96K
$2.57M
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
608+ 22.81% |
$97.1K - $152K
|
3.27K
$938K
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
584+ 123.47% |
$93.2K - $146K
|
1.06K
$303K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
580New |
$92.6K - $145K
|
580
$166K
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
510New |
$81.4K - $128K
|
510
$146K
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
500New |
$79.8K - $125K
|
500
$143K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
CALL |
500New |
$79.8K - $125K
|
500
$143K
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
451+ 6.46% |
$72K - $113K
|
7.43K
$2.13M
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
437+ 8.05% |
$69.8K - $109K
|
5.86K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
397New |
$63.4K - $99.3K
|
397
$114K
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
390+ 33.62% |
$62.3K - $97.5K
|
1.55K
$444K
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
352+ 21.6% |
$56.2K - $88K
|
1.98K
$568K
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
340+ 28.91% |
$54.3K - $85K
|
1.52K
$434K
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
300+ 42.86% |
$47.9K - $75K
|
1K
$286K
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
BUY
|
- |
300+ 11.07% |
$47.9K - $75K
|
3.01K
$862K
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
300New |
$47.9K - $75K
|
300
$85.9K
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
BUY
|
- |
285+ 1.12% |
$45.5K - $71.3K
|
25.8K
$7.4M
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
270New |
$43.1K - $67.5K
|
270
$77.3K
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
262+ 15.32% |
$41.8K - $65.5K
|
1.97K
$565K
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
250+ 113.64% |
$39.9K - $62.5K
|
470
$135K
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
246+ 3.81% |
$39.3K - $61.5K
|
6.71K
$1.92M
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
242+ 13.55% |
$38.6K - $60.5K
|
2.03K
$581K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
240+ 92.31% |
$38.3K - $60K
|
500
$143K
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
235+ 35.02% |
$37.5K - $58.8K
|
906
$260K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
235+ 25.27% |
$37.5K - $58.8K
|
1.17K
$334K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
215New |
$34.3K - $53.8K
|
215
$61.6K
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
200+ 400.0% |
$31.9K - $50K
|
250
$71.6K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
200+ 200.0% |
$31.9K - $50K
|
300
$85.9K
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
190+ 3.68% |
$30.3K - $47.5K
|
5.36K
$1.53M
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
181+ 5.46% |
$28.9K - $45.3K
|
3.49K
$1M
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
170+ 1.56% |
$27.1K - $42.5K
|
11K
$3.16M
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
166+ 2.93% |
$26.5K - $41.5K
|
5.84K
$1.67M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
166+ 1.87% |
$26.5K - $41.5K
|
9.05K
$2.59M
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
163+ 6.47% |
$26K - $40.8K
|
2.68K
$769K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
161+ 3.59% |
$25.7K - $40.3K
|
4.65K
$1.33M
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
160+ 2.35% |
$25.5K - $40K
|
6.97K
$2M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
152+ 103.4% |
$24.3K - $38K
|
299
$85.6K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
150New |
$24K - $37.5K
|
150
$43K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
144+ 900.0% |
$23K - $36K
|
160
$45.8K
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
140New |
$22.4K - $35K
|
140
$40.1K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
138+ 20.0% |
$22K - $34.5K
|
828
$237K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
128+ 2.02% |
$20.4K - $32K
|
6.47K
$1.85M
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
128+ 9.44% |
$20.4K - $32K
|
1.48K
$425K
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
102+ 1.52% |
$16.3K - $25.5K
|
6.81K
$1.95M
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
102+ 6.45% |
$16.3K - $25.5K
|
1.68K
$482K
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
100New |
$16K - $25K
|
100
$28.6K
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
100+ 142.86% |
$16K - $25K
|
170
$48.7K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100New |
$16K - $25K
|
100
$28.6K
|