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 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2- 1.18% |
$2.41K - $3.66K
|
167
$38.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2- 0.09% |
$2.41K - $3.66K
|
2.24K
$523K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2- 1.23% |
$2.41K - $3.66K
|
161
$37.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-2- 1.16% |
$2.41K - $3.66K
|
171
$39.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2- 0.31% |
$2.41K - $3.66K
|
652
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-2- 0.38% |
$2.41K - $3.66K
|
521
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2- 8.7% |
$2.41K - $3.66K
|
21
$4.89K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-3- 0.08% |
$3.61K - $5.49K
|
3.86K
$899K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3- 0.72% |
$3.61K - $5.49K
|
411
$95.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3- 0.8% |
$3.61K - $5.49K
|
372
$86.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-3- 1.99% |
$3.61K - $5.49K
|
148
$34.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-3- 1.22% |
$3.61K - $5.49K
|
243
$56.6K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-3- 6.52% |
$3.61K - $5.49K
|
43
$10K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-3- 0.61% |
$3.61K - $5.49K
|
486
$113K
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-3- 0.51% |
$3.61K - $5.49K
|
591
$138K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-3- 1.19% |
$3.61K - $5.49K
|
249
$58K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-3- 0.26% |
$3.61K - $5.49K
|
1.16K
$270K
|
|
|
Jul 24, 2024
Q2 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-3- 0.37% |
$3.61K - $5.49K
|
808
$188K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-3- 0.35% |
$3.61K - $5.49K
|
859
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3- 0.86% |
$3.61K - $5.49K
|
347
$80.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-3- 0.15% |
$3.61K - $5.49K
|
2.01K
$469K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3- 0.01% |
$3.61K - $5.49K
|
21.8K
$5.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3- 0.11% |
$3.61K - $5.49K
|
2.67K
$621K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3- 1.21% |
$3.61K - $5.49K
|
244
$56.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-3- 0.62% |
$3.61K - $5.49K
|
484
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-3- 0.85% |
$3.61K - $5.49K
|
350
$81.6K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-3- 0.43% |
$3.61K - $5.49K
|
700
$163K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-4- 1.09% |
$4.82K - $7.32K
|
362
$84.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4- 0.99% |
$4.82K - $7.32K
|
400
$93.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-4- 0.46% |
$4.82K - $7.32K
|
870
$203K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4- 0.84% |
$4.82K - $7.32K
|
470
$110K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-4- 1.68% |
$4.82K - $7.32K
|
234
$54.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-4- 0.16% |
$4.82K - $7.32K
|
2.46K
$574K
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-4- 0.91% |
$4.82K - $7.32K
|
436
$102K
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-4- 0.06% |
$4.82K - $7.32K
|
6.34K
$1.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-4- 2.25% |
$4.82K - $7.32K
|
174
$40.5K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4- 1.86% |
$4.82K - $7.32K
|
211
$49.2K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4- 2.94% |
$4.82K - $7.32K
|
132
$30.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4- 0.19% |
$4.82K - $7.32K
|
2.07K
$481K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-4- 2.48% |
$4.82K - $7.32K
|
157
$36.6K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-4- 1.57% |
$4.82K - $7.32K
|
250
$58.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-4- 1.11% |
$4.82K - $7.32K
|
357
$83.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-4- 0.04% |
$4.82K - $7.32K
|
9.53K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4- 0.03% |
$4.82K - $7.32K
|
13.2K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-4- 2.22% |
$4.82K - $7.32K
|
176
$41K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-4- 6.45% |
$4.82K - $7.32K
|
58
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-4- 1.04% |
$4.82K - $7.32K
|
382
$89K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-4- 1.32% |
$4.82K - $7.32K
|
298
$69.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-5- 1.81% |
$6.02K - $9.14K
|
272
$63.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5- 2.34% |
$6.02K - $9.14K
|
209
$48.7K
|