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
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
74+ 9.84% |
$89.1K - $135K
|
826
$136K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
74+ 7.77% |
$89.1K - $135K
|
1.03K
$168K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
73+ 5.23% |
$87.9K - $134K
|
1.47K
$241K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
73+ 3.26% |
$87.9K - $134K
|
2.31K
$380K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
72+ 1.75% |
$86.7K - $132K
|
4.18K
$686K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
72+ 7.66% |
$86.7K - $132K
|
1.01K
$166K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
72+ 42.6% |
$86.7K - $132K
|
241
$39.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
72+ 1.69% |
$86.7K - $132K
|
4.34K
$713K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
71+ 2.09% |
$85.5K - $130K
|
3.48K
$571K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
70+ 1.63% |
$84.3K - $128K
|
4.37K
$717K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
70+ 3.73% |
$84.3K - $128K
|
1.95K
$320K
|
|
|
Aug 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
70+ 2.51% |
$84.3K - $128K
|
2.86K
$470K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
70+ 5.86% |
$84.3K - $128K
|
1.27K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
70New |
$84.3K - $128K
|
70
$11.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
70+ 13.92% |
$84.3K - $128K
|
573
$94.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
70+ 0.09% |
$84.3K - $128K
|
74.9K
$12.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
69+ 10.1% |
$83.1K - $126K
|
752
$124K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
69+ 7.75% |
$83.1K - $126K
|
959
$157K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
69+ 106.15% |
$83.1K - $126K
|
134
$22K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
68+ 4.03% |
$81.9K - $124K
|
1.76K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
68+ 2.19% |
$81.9K - $124K
|
3.17K
$520K
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
67+ 18.56% |
$80.7K - $123K
|
428
$70.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
67+ 11.47% |
$80.7K - $123K
|
651
$107K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
67+ 2.83% |
$80.7K - $123K
|
2.43K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
67+ 30.59% |
$80.7K - $123K
|
286
$47K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
67+ 6.15% |
$80.7K - $123K
|
1.16K
$190K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
66+ 21.43% |
$79.5K - $121K
|
374
$61.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
66+ 25.68% |
$79.5K - $121K
|
323
$53K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
66+ 1.83% |
$79.5K - $121K
|
3.68K
$604K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
66+ 5.23% |
$79.5K - $121K
|
1.33K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
66+ 3.34% |
$79.5K - $121K
|
2.04K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
66+ 14.86% |
$79.5K - $121K
|
510
$83.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
65+ 28.76% |
$78.3K - $119K
|
291
$47.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
65+ 32.66% |
$78.3K - $119K
|
264
$43.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
65+ 0.6% |
$78.3K - $119K
|
10.9K
$1.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
64+ 5.23% |
$77.1K - $117K
|
1.29K
$212K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
64+ 5.22% |
$77.1K - $117K
|
1.29K
$212K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
63+ 4.96% |
$75.9K - $115K
|
1.33K
$219K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
63+ 4.95% |
$75.9K - $115K
|
1.34K
$219K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
63+ 8.03% |
$75.9K - $115K
|
848
$139K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
63+ 8.07% |
$75.9K - $115K
|
844
$139K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
63New |
$75.9K - $115K
|
63
$10.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
62+ 2.39% |
$74.7K - $113K
|
2.66K
$437K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
62+ 1.09% |
$74.7K - $113K
|
5.76K
$946K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
62+ 7.36% |
$74.7K - $113K
|
904
$148K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
BUY
|
- |
62+ 5.53% |
$74.7K - $113K
|
1.18K
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
62+ 4.06% |
$74.7K - $113K
|
1.59K
$261K
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
BUY
|
- |
61+ 0.34% |
$73.5K - $112K
|
17.8K
$2.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
61+ 2.31% |
$73.5K - $112K
|
2.7K
$443K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
61+ 23.19% |
$73.5K - $112K
|
324
$53.2K
|