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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
3+ 0.05% |
$3.61K - $5.49K
|
5.96K
$978K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
3+ 0.49% |
$3.61K - $5.49K
|
611
$100K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 5.45% |
$3.61K - $5.49K
|
58
$9.53K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
3+ 0.78% |
$3.61K - $5.49K
|
386
$63.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.32% |
$3.61K - $5.49K
|
936
$154K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3+ 1.11% |
$3.61K - $5.49K
|
273
$44.8K
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3+ 1.22% |
$3.61K - $5.49K
|
249
$40.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3+ 0.58% |
$3.61K - $5.49K
|
522
$85.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 18.75% |
$3.61K - $5.49K
|
19
$3.12K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 4.11% |
$3.61K - $5.49K
|
76
$12.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3+ 0.05% |
$3.61K - $5.49K
|
5.57K
$915K
|
|
|
Aug 13, 2024
Q2 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
3+ 1.07% |
$3.61K - $5.49K
|
284
$46.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3+ 1.26% |
$3.61K - $5.49K
|
241
$39.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
2+ 1.05% |
$2.41K - $3.66K
|
193
$31.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2+ 1.15% |
$2.41K - $3.66K
|
176
$28.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
2+ 0.69% |
$2.41K - $3.66K
|
291
$47.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
2+ 0.85% |
$2.41K - $3.66K
|
238
$39.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.4% |
$2.41K - $3.66K
|
502
$82.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2+ 1.04% |
$2.41K - $3.66K
|
194
$31.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2+ 0.44% |
$2.41K - $3.66K
|
455
$74.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2+ 0.91% |
$2.41K - $3.66K
|
221
$36.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
2+ 0.07% |
$2.41K - $3.66K
|
2.97K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2+ 7.69% |
$2.41K - $3.66K
|
28
$4.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2+ 3.45% |
$2.41K - $3.66K
|
60
$9.85K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2+ 0.1% |
$2.41K - $3.66K
|
2.09K
$344K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2+ 0.75% |
$2.41K - $3.66K
|
268
$44K
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
BUY
|
- |
2+ 0.09% |
$2.41K - $3.66K
|
2.25K
$370K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2+ 0.88% |
$2.41K - $3.66K
|
229
$37.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2+ 0.17% |
$2.41K - $3.66K
|
1.15K
$188K
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2+ 1.21% |
$2.41K - $3.66K
|
167
$27.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
2+ 1.16% |
$2.41K - $3.66K
|
175
$28.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2+ 0.01% |
$2.41K - $3.66K
|
15.9K
$2.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.56% |
$2.41K - $3.66K
|
358
$58.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2+ 0.08% |
$2.41K - $3.66K
|
2.62K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
2+ 0.31% |
$2.41K - $3.66K
|
642
$105K
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2+ 0.23% |
$2.41K - $3.66K
|
885
$145K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 0.08% |
$2.41K - $3.66K
|
2.38K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.56% |
$2.41K - $3.66K
|
357
$58.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2+ 0.28% |
$2.41K - $3.66K
|
722
$119K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1+ 0.9% |
$1.2K - $1.83K
|
112
$18.4K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.28% |
$1.2K - $1.83K
|
363
$59.6K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.15% |
$1.2K - $1.83K
|
663
$109K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
1+ 0.54% |
$1.2K - $1.83K
|
187
$30.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1+ 0.25% |
$1.2K - $1.83K
|
403
$66.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1+ 0.23% |
$1.2K - $1.83K
|
436
$71.6K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1+ 0.39% |
$1.2K - $1.83K
|
257
$42.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1+ 0.17% |
$1.2K - $1.83K
|
588
$96.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1+ 0.65% |
$1.2K - $1.83K
|
156
$25.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
1+ 0.05% |
$1.2K - $1.83K
|
2.14K
$351K
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
1+ 0.44% |
$1.2K - $1.83K
|
226
$37.1K
|