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 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
155New |
$187K - $283K
|
155
$44.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
155+ 20.13% |
$187K - $283K
|
925
$265K
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
155New |
$187K - $283K
|
155
$44.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
154+ 15.73% |
$186K - $282K
|
1.13K
$325K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
153New |
$184K - $280K
|
153
$43.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
153+ 26.11% |
$184K - $280K
|
739
$212K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
153New |
$184K - $280K
|
153
$43.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
152New |
$183K - $278K
|
152
$43.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
152+ 7.55% |
$183K - $278K
|
2.17K
$620K
|
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
152+ 8.19% |
$183K - $278K
|
2.01K
$575K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
152+ 21.97% |
$183K - $278K
|
844
$242K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
151+ 3.59% |
$182K - $276K
|
4.35K
$1.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
151+ 26.22% |
$182K - $276K
|
727
$208K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
151New |
$182K - $276K
|
151
$43.3K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
151+ 71.23% |
$182K - $276K
|
363
$104K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
151+ 25.17% |
$182K - $276K
|
751
$215K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
151+ 14.7% |
$182K - $276K
|
1.18K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
151New |
$182K - $276K
|
151
$43.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
150+ 4.23% |
$181K - $274K
|
3.7K
$1.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
150+ 15.92% |
$181K - $274K
|
1.09K
$313K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
150New |
$181K - $274K
|
150
$43K
|
|
|
Aug 09, 2024
Q2 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
150New |
$181K - $274K
|
150
$43K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
150New |
$181K - $274K
|
150
$43K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
BUY
|
- |
149New |
$180K - $273K
|
149
$42.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
BUY
|
- |
149New |
$180K - $273K
|
149
$42.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
149+ 8.11% |
$180K - $273K
|
1.99K
$569K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
149New |
$180K - $273K
|
149
$42.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
149+ 12.4% |
$180K - $273K
|
1.35K
$387K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
148+ 13.27% |
$178K - $271K
|
1.26K
$362K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
148+ 1.35% |
$178K - $271K
|
11.1K
$3.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
148+ 1.49% |
$178K - $271K
|
10.1K
$2.9M
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
148New |
$178K - $271K
|
148
$42.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
147+ 4.83% |
$177K - $269K
|
3.19K
$915K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
146New |
$176K - $267K
|
146
$41.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
146New |
$176K - $267K
|
146
$41.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
146+ 86.9% |
$176K - $267K
|
314
$89.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
146New |
$176K - $267K
|
146
$41.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
146New |
$176K - $267K
|
146
$41.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
146+ 0.72% |
$176K - $267K
|
20.3K
$5.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
146+ 58.4% |
$176K - $267K
|
396
$113K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
146New |
$176K - $267K
|
146
$41.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
145New |
$175K - $265K
|
145
$41.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
145+ 15.81% |
$175K - $265K
|
1.06K
$304K
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
BUY
|
- |
145New |
$175K - $265K
|
145
$41.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
145New |
$175K - $265K
|
145
$41.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
145+ 39.62% |
$175K - $265K
|
511
$146K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
145+ 57.77% |
$175K - $265K
|
396
$113K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
145New |
$175K - $265K
|
145
$41.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
145New |
$175K - $265K
|
145
$41.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
145New |
$175K - $265K
|
145
$41.5K
|