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 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
2+ 0.28% |
$2.41K - $3.66K
|
722
$168K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1+ 0.9% |
$1.2K - $1.83K
|
112
$26.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.28% |
$1.2K - $1.83K
|
363
$84.6K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.15% |
$1.2K - $1.83K
|
663
$155K
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
1+ 0.54% |
$1.2K - $1.83K
|
187
$43.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1+ 0.25% |
$1.2K - $1.83K
|
403
$93.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1+ 0.23% |
$1.2K - $1.83K
|
436
$102K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1+ 0.39% |
$1.2K - $1.83K
|
257
$59.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1+ 0.17% |
$1.2K - $1.83K
|
588
$137K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1+ 0.65% |
$1.2K - $1.83K
|
156
$36.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
1+ 0.05% |
$1.2K - $1.83K
|
2.14K
$499K
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
1+ 0.44% |
$1.2K - $1.83K
|
226
$52.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1+ 1.79% |
$1.2K - $1.83K
|
57
$13.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$1.2K - $1.83K
|
246
$57.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.18% |
$1.2K - $1.83K
|
561
$131K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.33% |
$1.2K - $1.83K
|
305
$71.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.52% |
$1.2K - $1.83K
|
192
$44.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.36% |
$1.2K - $1.83K
|
280
$65.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$1.2K - $1.83K
|
20.7K
$4.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.45% |
$1.2K - $1.83K
|
224
$52.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.06% |
$1.2K - $1.83K
|
1.81K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1+ 0.21% |
$1.2K - $1.83K
|
487
$113K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1+ 33.33% |
$1.2K - $1.83K
|
4
$932
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
1+ 3.7% |
$1.2K - $1.83K
|
28
$6.53K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1+ 0.11% |
$1.2K - $1.83K
|
944
$220K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-1- 0.14% |
$1.2K - $1.83K
|
738
$172K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1- 0.03% |
$1.2K - $1.83K
|
2.95K
$688K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-1- 0.44% |
$1.2K - $1.83K
|
226
$52.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-1- 0.15% |
$1.2K - $1.83K
|
660
$154K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 0.86% |
$1.2K - $1.83K
|
115
$26.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1- 0.01% |
$1.2K - $1.83K
|
6.8K
$1.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1- 0.22% |
$1.2K - $1.83K
|
446
$104K
|
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1- -0.0% |
$1.2K - $1.83K
|
55.2K
$12.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-1- 2.04% |
$1.2K - $1.83K
|
48
$11.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1- 0.42% |
$1.2K - $1.83K
|
236
$55K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1- 0.41% |
$1.2K - $1.83K
|
242
$56.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1- 0.32% |
$1.2K - $1.83K
|
307
$71.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1- 0.63% |
$1.2K - $1.83K
|
159
$37.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 0.85% |
$1.2K - $1.83K
|
116
$27K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.36% |
$1.2K - $1.83K
|
276
$64.3K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-2- 0.42% |
$2.41K - $3.66K
|
471
$110K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-2- 0.16% |
$2.41K - $3.66K
|
1.26K
$294K
|
|
|
Jul 16, 2024
Q2 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-2- 1.07% |
$2.41K - $3.66K
|
185
$43.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2- 1.28% |
$2.41K - $3.66K
|
154
$35.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-2- 0.14% |
$2.41K - $3.66K
|
1.39K
$324K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2- 5.0% |
$2.41K - $3.66K
|
38
$8.86K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-2- 10.53% |
$2.41K - $3.66K
|
17
$3.96K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-2- 0.17% |
$2.41K - $3.66K
|
1.15K
$267K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-2- 0.33% |
$2.41K - $3.66K
|
607
$141K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2- 0.16% |
$2.41K - $3.66K
|
1.26K
$295K
|