Purchases and Sales Made in Q2 2024 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q2 2024. The information is specifically focused on institutions that hold shares of Broadcom Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
301+ 2.81% |
$363K - $550K
|
11K
$1.81M
|
|
Jul 22, 2024
Q2 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
300+ 0.32% |
$361K - $549K
|
95.5K
$15.7M
|
|
Aug 14, 2024
Q2 2024
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
300+ 112.78% |
$361K - $549K
|
566
$93K
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
299+ 121.54% |
$360K - $547K
|
545
$89.5K
|
|
Aug 14, 2024
Q2 2024
|
Blue Spruce Investments, LP
Chicago, IL |
BUY
|
- |
298New |
$359K - $545K
|
298
$48.9K
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
296New |
$357K - $541K
|
296
$48.6K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
296+ 41.69% |
$357K - $541K
|
1.01K
$165K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
295+ 2.24% |
$355K - $540K
|
13.5K
$2.21M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
295+ 47.12% |
$355K - $540K
|
921
$151K
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
295New |
$355K - $540K
|
295
$48.4K
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
BUY
|
- |
293+ 36.81% |
$353K - $536K
|
1.09K
$179K
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
290+ 15.14% |
$349K - $530K
|
2.21K
$362K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
289+ 4.8% |
$348K - $529K
|
6.31K
$1.04M
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
287+ 4.11% |
$346K - $525K
|
7.27K
$1.19M
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
283+ 2.53% |
$341K - $518K
|
11.5K
$1.88M
|
|
Aug 13, 2024
Q2 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
283New |
$341K - $518K
|
283
$46.5K
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
282+ 147.64% |
$340K - $516K
|
473
$77.7K
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
282+ 3.78% |
$340K - $516K
|
7.75K
$1.27M
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
280+ 1.82% |
$337K - $512K
|
15.6K
$2.57M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
277+ 44.46% |
$334K - $507K
|
900
$148K
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
277+ 29.19% |
$334K - $507K
|
1.23K
$201K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
276+ 89.03% |
$332K - $505K
|
586
$96.2K
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
276+ 1.41% |
$332K - $505K
|
19.8K
$3.25M
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
275+ 34.2% |
$331K - $503K
|
1.08K
$177K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
275New |
$331K - $503K
|
275
$45.2K
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
274New |
$330K - $501K
|
274
$45K
|
|
Aug 05, 2024
Q2 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
274New |
$330K - $501K
|
274
$45K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
274+ 1.36% |
$330K - $501K
|
20.4K
$3.35M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
274+ 6.66% |
$330K - $501K
|
4.39K
$721K
|
|
Aug 14, 2024
Q2 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
274+ 21.26% |
$330K - $501K
|
1.56K
$257K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
272+ 80.24% |
$328K - $497K
|
611
$100K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
271+ 6.26% |
$326K - $496K
|
4.6K
$755K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
266+ 0.29% |
$320K - $486K
|
92.8K
$15.2M
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
266New |
$320K - $486K
|
266
$43.7K
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
266New |
$320K - $486K
|
266
$43.7K
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
264+ 19.88% |
$318K - $483K
|
1.59K
$261K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
263+ 6.9% |
$317K - $481K
|
4.07K
$669K
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
262+ 8.37% |
$316K - $479K
|
3.39K
$557K
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
261+ 5.65% |
$314K - $477K
|
4.88K
$802K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
261+ 43.5% |
$314K - $477K
|
861
$141K
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
261+ 13.82% |
$314K - $477K
|
2.15K
$353K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
260+ 9.39% |
$313K - $476K
|
3.03K
$497K
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
260+ 19.83% |
$313K - $476K
|
1.57K
$258K
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
259+ 4.12% |
$312K - $474K
|
6.55K
$1.08M
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
259+ 92.17% |
$312K - $474K
|
540
$88.7K
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
258+ 4.3% |
$311K - $472K
|
6.26K
$1.03M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
258New |
$311K - $472K
|
258
$42.4K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
257+ 254.46% |
$310K - $470K
|
358
$58.8K
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
255+ 9.01% |
$307K - $466K
|
3.09K
$507K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
254+ 3.84% |
$306K - $465K
|
6.86K
$1.13M
|