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 15, 2024
Q2 2024
|
Disciplined Growth Investors Inc
Minneapolis, MN |
BUY
|
- |
142New |
$171K - $260K
|
142
$23.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
141New |
$170K - $258K
|
141
$23.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
141+ 19.29% |
$170K - $258K
|
872
$143K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
141+ 13.8% |
$170K - $258K
|
1.16K
$191K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
140New |
$169K - $256K
|
140
$23K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
140+ 79.55% |
$169K - $256K
|
316
$51.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
140New |
$169K - $256K
|
140
$23K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
140New |
$169K - $256K
|
140
$23K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
139+ 9.13% |
$167K - $254K
|
1.66K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
139+ 16.35% |
$167K - $254K
|
989
$162K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
138+ 6.66% |
$166K - $252K
|
2.21K
$363K
|
|
|
Jul 12, 2024
Q2 2024
|
Montgomery Investment Management Inc
|
BUY
|
- |
138New |
$166K - $252K
|
138
$22.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
138New |
$166K - $252K
|
138
$22.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
138New |
$166K - $252K
|
138
$22.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
137New |
$165K - $251K
|
137
$22.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
136New |
$164K - $249K
|
136
$22.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
136+ 8.05% |
$164K - $249K
|
1.83K
$300K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
136New |
$164K - $249K
|
136
$22.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
136+ 7.94% |
$164K - $249K
|
1.85K
$304K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
136New |
$164K - $249K
|
136
$22.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
136New |
$164K - $249K
|
136
$22.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
136+ 28.75% |
$164K - $249K
|
609
$100K
|
|
|
Aug 14, 2024
Q2 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
136+ 22.37% |
$164K - $249K
|
744
$122K
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
135New |
$163K - $247K
|
135
$22.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
135+ 8.85% |
$163K - $247K
|
1.66K
$273K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
135+ 32.53% |
$163K - $247K
|
550
$90.3K
|
|
|
Aug 07, 2024
Q2 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
135New |
$163K - $247K
|
135
$22.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
135New |
$163K - $247K
|
135
$22.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
134+ 49.81% |
$161K - $245K
|
403
$66.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
BUY
|
- |
134New |
$161K - $245K
|
134
$22K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
134+ 59.82% |
$161K - $245K
|
358
$58.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
133+ 5.67% |
$160K - $243K
|
2.48K
$407K
|
|
|
Jul 12, 2024
Q2 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
132+ 1.97% |
$159K - $241K
|
6.83K
$1.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
132New |
$159K - $241K
|
132
$21.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
131+ 27.35% |
$158K - $240K
|
610
$100K
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
131New |
$158K - $240K
|
131
$21.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
131+ 2.85% |
$158K - $240K
|
4.72K
$776K
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
131New |
$158K - $240K
|
131
$21.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
131New |
$158K - $240K
|
131
$21.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
131New |
$158K - $240K
|
131
$21.5K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
131New |
$158K - $240K
|
131
$21.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
131New |
$158K - $240K
|
131
$21.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
130+ 6.84% |
$157K - $238K
|
2.03K
$334K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
130+ 2.31% |
$157K - $238K
|
5.75K
$944K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
BUY
|
- |
130+ 48.87% |
$157K - $238K
|
396
$65K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
130+ 10.2% |
$157K - $238K
|
1.4K
$231K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
130New |
$157K - $238K
|
130
$21.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
130New |
$157K - $238K
|
130
$21.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
130+ 17.81% |
$157K - $238K
|
860
$141K
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
130New |
$157K - $238K
|
130
$21.3K
|