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 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
114+ 14.3% |
$137K - $208K
|
911
$150K
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
114+ 0.43% |
$137K - $208K
|
26.8K
$4.4M
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
112+ 5.6% |
$135K - $205K
|
2.11K
$347K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
112+ 11.05% |
$135K - $205K
|
1.13K
$185K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
111+ 1.15% |
$134K - $203K
|
9.74K
$1.6M
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
111+ 16.82% |
$134K - $203K
|
771
$127K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
110+ 2.39% |
$133K - $201K
|
4.72K
$775K
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
110+ 6.04% |
$133K - $201K
|
1.93K
$317K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
110+ 1.39% |
$133K - $201K
|
8.04K
$1.32M
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
108+ 18.88% |
$130K - $198K
|
680
$112K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
108+ 2.59% |
$130K - $198K
|
4.28K
$703K
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
107+ 6.6% |
$129K - $196K
|
1.73K
$284K
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
106+ 17.55% |
$128K - $194K
|
710
$117K
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
106+ 1.43% |
$128K - $194K
|
7.53K
$1.24M
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
105New |
$126K - $192K
|
105
$17.2K
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
104+ 4.79% |
$125K - $190K
|
2.28K
$374K
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
104+ 6.5% |
$125K - $190K
|
1.7K
$280K
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
103+ 1.33% |
$124K - $188K
|
7.87K
$1.29M
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
103+ 57.87% |
$124K - $188K
|
281
$46.1K
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
103+ 29.43% |
$124K - $188K
|
453
$74.4K
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
102+ 3.75% |
$123K - $187K
|
2.82K
$463K
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
102+ 10.33% |
$123K - $187K
|
1.09K
$179K
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
101+ 12.27% |
$122K - $185K
|
924
$152K
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
101+ 31.17% |
$122K - $185K
|
425
$69.8K
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
101+ 4.16% |
$122K - $185K
|
2.53K
$415K
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
100+ 5.7% |
$120K - $183K
|
1.86K
$305K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
100+ 27.86% |
$120K - $183K
|
459
$75.4K
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
100+ 26.67% |
$120K - $183K
|
475
$78K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
99+ 10.92% |
$119K - $181K
|
1.01K
$165K
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
98+ 4.94% |
$118K - $179K
|
2.08K
$342K
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
97+ 4.79% |
$117K - $177K
|
2.12K
$349K
|
|
Jul 26, 2024
Q2 2024
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
97+ 43.11% |
$117K - $177K
|
322
$52.9K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
95New |
$114K - $174K
|
95
$15.6K
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
95+ 27.07% |
$114K - $174K
|
446
$73.2K
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
95+ 11.99% |
$114K - $174K
|
887
$146K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
95+ 25.82% |
$114K - $174K
|
463
$76K
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
94+ 94.95% |
$113K - $172K
|
193
$31.7K
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
94+ 2.17% |
$113K - $172K
|
4.43K
$727K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
94+ 27.01% |
$113K - $172K
|
442
$72.6K
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
94+ 4.47% |
$113K - $172K
|
2.2K
$361K
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
93+ 4.64% |
$112K - $170K
|
2.1K
$344K
|
|
Aug 08, 2024
Q2 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
93+ 0.69% |
$112K - $170K
|
13.6K
$2.23M
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
92+ 15.44% |
$111K - $168K
|
688
$113K
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
91+ 57.96% |
$110K - $166K
|
248
$40.7K
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
91+ 1.99% |
$110K - $166K
|
4.67K
$766K
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
90+ 2.18% |
$108K - $165K
|
4.22K
$693K
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
90+ 0.51% |
$108K - $165K
|
17.7K
$2.9M
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
90+ 20.98% |
$108K - $165K
|
519
$85.2K
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
90+ 0.96% |
$108K - $165K
|
9.43K
$1.55M
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
90+ 18.26% |
$108K - $165K
|
583
$95.7K
|