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 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
160+ 24.5% |
$68.3K - $91.9K
|
813
$233K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
143New |
$61.1K - $82.1K
|
143
$41K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
118+ 19.63% |
$50.4K - $67.8K
|
719
$206K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
93+ 2.39% |
$39.7K - $53.4K
|
3.98K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
92+ 2.32% |
$39.3K - $52.8K
|
4.06K
$1.16M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
89+ 0.08% |
$38K - $51.1K
|
110K
$31.5M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
81New |
$34.6K - $46.5K
|
81
$23.2K
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
64+ 7.69% |
$27.3K - $36.8K
|
896
$257K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
38+ 1.77% |
$16.2K - $21.8K
|
2.19K
$627K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
38New |
$16.2K - $21.8K
|
38
$10.9K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
36+ 0.85% |
$15.4K - $20.7K
|
4.29K
$1.23M
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
34+ 3.07% |
$14.5K - $19.5K
|
1.14K
$327K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
31New |
$13.2K - $17.8K
|
31
$8.88K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10New |
$4.27K - $5.74K
|
10
$2.86K
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
10+ 1.53% |
$4.27K - $5.74K
|
665
$190K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4New |
$1.71K - $2.3K
|
4
$1.15K
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
3+ 0.13% |
$1.28K - $1.72K
|
2.32K
$664K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Mackay Shields LLC
|
BUY
|
- |
18.8KNew |
$8.33M - $32.8M
|
18.8K
$5.38M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
13.6KNew |
$6.03M - $23.7M
|
13.6K
$3.89M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
12.8K+ 2868.99% |
$5.67M - $22.3M
|
13.2K
$3.78M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
10.1KNew |
$4.47M - $17.6M
|
10.1K
$2.88M
|
|
Nov 10, 2022
Q3 2022
|
Ramius Advisors LLC
New York, NY |
BUY
|
CALL |
10KNew |
$4.44M - $17.5M
|
10K
$2.86M
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
9.2KNew |
$4.09M - $16.1M
|
9.2K
$2.64M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.76K+ 1.82% |
$3M - $11.8M
|
379K
$108M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.92KNew |
$1.74M - $6.86M
|
3.92K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.62K+ 137.28% |
$1.16M - $4.58M
|
4.53K
$1.3M
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
2.08K+ 33.65% |
$924K - $3.64M
|
8.26K
$2.37M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.9K+ 3.4% |
$845K - $3.33M
|
57.9K
$16.6M
|
|
Nov 14, 2022
Q3 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
1.27KNew |
$562K - $2.21M
|
1.27K
$362K
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
PUT |
1K+ 23.26% |
$444K - $1.75M
|
5.3K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
CALL |
900New |
$400K - $1.57M
|
900
$258K
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
817New |
$363K - $1.43M
|
817
$234K
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
768New |
$341K - $1.34M
|
768
$220K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
717New |
$318K - $1.25M
|
717
$205K
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
712+ 203.43% |
$316K - $1.25M
|
1.06K
$304K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
703+ 3.95% |
$312K - $1.23M
|
18.5K
$5.3M
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
529New |
$235K - $925K
|
529
$152K
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
482+ 77.62% |
$214K - $843K
|
1.1K
$316K
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
316+ 64.36% |
$140K - $553K
|
807
$231K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
276New |
$123K - $483K
|
276
$79.1K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
BUY
|
- |
249+ 9.49% |
$111K - $435K
|
2.87K
$823K
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
213+ 2.24% |
$94.6K - $373K
|
9.7K
$2.78M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
175New |
$77.7K - $306K
|
175
$50.1K
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
131+ 6.46% |
$58.2K - $229K
|
2.16K
$619K
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
100+ 16.67% |
$44.4K - $175K
|
700
$201K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
67New |
$29.7K - $117K
|
67
$19.2K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
63+ 0.54% |
$28K - $110K
|
11.8K
$3.38M
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
61New |
$27.1K - $107K
|
61
$17.5K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
54+ 3.24% |
$24K - $94.4K
|
1.72K
$493K
|
|
Oct 28, 2022
Q3 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
38+ 2.25% |
$16.9K - $66.5K
|
1.73K
$494K
|