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
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
130+ 0.91% |
$157K - $238K
|
14.4K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
130+ 29.08% |
$157K - $238K
|
577
$92.1K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
130+ 0.91% |
$157K - $238K
|
14.4K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
129+ 16.86% |
$155K - $236K
|
894
$143K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
129+ 54.89% |
$155K - $236K
|
364
$58.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Harrington Investments, Inc
|
BUY
|
- |
129New |
$155K - $236K
|
129
$20.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
129New |
$155K - $236K
|
129
$20.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
129+ 49.43% |
$155K - $236K
|
390
$62.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
129+ 6.23% |
$155K - $236K
|
2.2K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
129+ 9.22% |
$155K - $236K
|
1.53K
$244K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
129+ 1.86% |
$155K - $236K
|
7.06K
$1.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
128New |
$154K - $234K
|
128
$20.4K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
128+ 52.67% |
$154K - $234K
|
371
$59.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
128+ 9.67% |
$154K - $234K
|
1.45K
$232K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
128+ 12.5% |
$154K - $234K
|
1.15K
$184K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
127New |
$153K - $232K
|
127
$20.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
127+ 45.52% |
$153K - $232K
|
406
$64.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
127New |
$153K - $232K
|
127
$20.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
127New |
$153K - $232K
|
127
$20.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
127New |
$153K - $232K
|
127
$20.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
126New |
$152K - $230K
|
126
$20.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
126New |
$152K - $230K
|
126
$20.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
126+ 56.76% |
$152K - $230K
|
348
$55.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
126New |
$152K - $230K
|
126
$20.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
126+ 46.67% |
$152K - $230K
|
396
$63.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
125New |
$151K - $229K
|
125
$20K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
125New |
$151K - $229K
|
125
$20K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
125New |
$151K - $229K
|
125
$20K
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
125New |
$151K - $229K
|
125
$20K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
124+ 1.09% |
$149K - $227K
|
11.5K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
124+ 4.23% |
$149K - $227K
|
3.06K
$488K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
123+ 1.45% |
$148K - $225K
|
8.61K
$1.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
123+ 6.58% |
$148K - $225K
|
1.99K
$318K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
123+ 7.66% |
$148K - $225K
|
1.73K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
123+ 2.06% |
$148K - $225K
|
6.09K
$973K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
122+ 9.49% |
$147K - $223K
|
1.41K
$225K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
121+ 34.97% |
$146K - $221K
|
467
$74.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
120+ 12.96% |
$145K - $219K
|
1.05K
$167K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
120+ 11.01% |
$145K - $219K
|
1.21K
$193K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
119+ 30.28% |
$143K - $218K
|
512
$81.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
119+ 7.9% |
$143K - $218K
|
1.63K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
119+ 22.67% |
$143K - $218K
|
644
$103K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
118+ 20.56% |
$142K - $216K
|
692
$110K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
118+ 5.03% |
$142K - $216K
|
2.47K
$394K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
116+ 2.08% |
$140K - $212K
|
5.7K
$909K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
116+ 4.92% |
$140K - $212K
|
2.48K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
116+ 17.06% |
$140K - $212K
|
796
$127K
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
115+ 6.67% |
$139K - $210K
|
1.84K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
115+ 9.44% |
$139K - $210K
|
1.33K
$213K
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
114+ 8.63% |
$137K - $208K
|
1.44K
$229K
|