Purchases and Sales Made in Q2 2025 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q2 2025. 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 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
51+ 0.32% |
$7.46K - $14.1K
|
16.2K
$4.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
48+ 0.44% |
$7.02K - $13.2K
|
11K
$3.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
48+ 0.36% |
$7.02K - $13.2K
|
13.3K
$3.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
47+ 1.94% |
$6.88K - $13K
|
2.47K
$707K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
46+ 1.42% |
$6.73K - $12.7K
|
3.28K
$940K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
45+ 1.71% |
$6.58K - $12.4K
|
2.67K
$765K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
44+ 1.31% |
$6.44K - $12.1K
|
3.41K
$975K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
38+ 38.38% |
$5.56K - $10.5K
|
137
$39.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
BUY
|
- |
36+ 62.07% |
$5.27K - $9.92K
|
94
$26.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
34+ 1.52% |
$4.97K - $9.37K
|
2.28K
$652K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
32+ 1.82% |
$4.68K - $8.82K
|
1.79K
$512K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
29+ 0.54% |
$4.24K - $7.99K
|
5.37K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
29+ 0.33% |
$4.24K - $7.99K
|
8.87K
$2.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28+ 0.22% |
$4.1K - $7.72K
|
12.6K
$3.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
27+ 1.3% |
$3.95K - $7.44K
|
2.1K
$602K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
25+ 10.96% |
$3.66K - $6.89K
|
253
$72.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
22+ 0.82% |
$3.22K - $6.06K
|
2.7K
$772K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
22+ 1.17% |
$3.22K - $6.06K
|
1.91K
$547K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
21+ 1.47% |
$3.07K - $5.79K
|
1.45K
$416K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
20+ 1.23% |
$2.93K - $5.51K
|
1.65K
$472K
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
20+ 1.07% |
$2.93K - $5.51K
|
1.88K
$539K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
20+ 0.27% |
$2.93K - $5.51K
|
7.35K
$2.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
19+ 3.58% |
$2.78K - $5.24K
|
549
$157K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
19+ 0.08% |
$2.78K - $5.24K
|
24.1K
$6.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
19+ 0.16% |
$2.78K - $5.24K
|
12.1K
$3.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
18+ 1.34% |
$2.63K - $4.96K
|
1.36K
$390K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
17+ 0.18% |
$2.49K - $4.69K
|
9.66K
$2.77M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
16+ 1.13% |
$2.34K - $4.41K
|
1.44K
$411K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15+ 6.82% |
$2.19K - $4.13K
|
235
$67.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
14+ 0.46% |
$2.05K - $3.86K
|
3.07K
$879K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
13+ 0.43% |
$1.9K - $3.58K
|
3.02K
$865K
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
13+ 0.47% |
$1.9K - $3.58K
|
2.76K
$791K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
12+ 8.89% |
$1.76K - $3.31K
|
147
$42.1K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12+ 0.08% |
$1.76K - $3.31K
|
14.2K
$4.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
10+ 0.77% |
$1.46K - $2.76K
|
1.3K
$373K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7+ 0.53% |
$1.02K - $1.93K
|
1.32K
$377K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
7+ 0.24% |
$1.02K - $1.93K
|
2.96K
$849K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
5+ 0.17% |
$731 - $1.38K
|
3.01K
$862K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
BUY
|
- |
4+ 0.23% |
$585 - $1.1K
|
1.78K
$509K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.07% |
$585 - $1.1K
|
5.46K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Montgomery Investment Management Inc
|
BUY
|
- |
3+ 0.22% |
$439 - $827
|
1.38K
$396K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.3% |
$293 - $551
|
679
$194K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2+ 0.65% |
$293 - $551
|
310
$88.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.03% |
$293 - $551
|
6.78K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2+ 0.02% |
$293 - $551
|
12.4K
$3.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
2New |
$293 - $551
|
2
$573
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.06% |
$146 - $276
|
1.65K
$471K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1+ 0.04% |
$146 - $276
|
2.26K
$647K
|
|
|
Jul 18, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1- 0.13% |
$146 - $276
|
748
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-3- 0.1% |
$439 - $827
|
2.98K
$852K
|