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 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3- 0.03% |
$439 - $827
|
11.7K
$3.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-5- 0.31% |
$731 - $1.38K
|
1.58K
$454K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-6- 0.19% |
$878 - $1.65K
|
3.09K
$885K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-6- 0.26% |
$878 - $1.65K
|
2.26K
$649K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-7- 0.4% |
$1.02K - $1.93K
|
1.72K
$494K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-8- 1.62% |
$1.17K - $2.21K
|
487
$140K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9- 0.13% |
$1.32K - $2.48K
|
6.91K
$1.98M
|
|
|
Jul 02, 2025
Q2 2025
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-9- 0.1% |
$1.32K - $2.48K
|
8.95K
$2.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-10- 0.8% |
$1.46K - $2.76K
|
1.24K
$355K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-10- 16.67% |
$1.46K - $2.76K
|
50
$14.3K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-10- 0.19% |
$1.46K - $2.76K
|
5.26K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-11- 0.5% |
$1.61K - $3.03K
|
2.21K
$633K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-14- 0.88% |
$2.05K - $3.86K
|
1.58K
$451K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-14- 0.35% |
$2.05K - $3.86K
|
4K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-17- 0.42% |
$2.49K - $4.69K
|
4.01K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-17- 0.6% |
$2.49K - $4.69K
|
2.82K
$808K
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-20- 0.65% |
$2.93K - $5.51K
|
3.05K
$874K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-20- 1.64% |
$2.93K - $5.51K
|
1.2K
$344K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-20- 0.67% |
$2.93K - $5.51K
|
2.98K
$853K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-20- 1.01% |
$2.93K - $5.51K
|
1.97K
$564K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-22- 1.35% |
$3.22K - $6.06K
|
1.6K
$459K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-23- 1.76% |
$3.36K - $6.34K
|
1.28K
$368K
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-23- 0.38% |
$3.36K - $6.34K
|
5.98K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-23- 0.81% |
$3.36K - $6.34K
|
2.81K
$806K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-24- 0.97% |
$3.51K - $6.62K
|
2.45K
$703K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-25- 0.08% |
$3.66K - $6.89K
|
31.4K
$9M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-27- 0.2% |
$3.95K - $7.44K
|
13.5K
$3.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-29- 0.68% |
$4.24K - $7.99K
|
4.23K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-30- 1.68% |
$4.39K - $8.27K
|
1.76K
$504K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-33- 0.49% |
$4.83K - $9.1K
|
6.68K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-34- 0.9% |
$4.97K - $9.37K
|
3.73K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-35- 1.79% |
$5.12K - $9.65K
|
1.92K
$549K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-36- 1.22% |
$5.27K - $9.92K
|
2.91K
$833K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-38- 1.23% |
$5.56K - $10.5K
|
3.05K
$874K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-40- 2.55% |
$5.85K - $11K
|
1.53K
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.46% |
$6.14K - $11.6K
|
9.15K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-45- 0.2% |
$6.58K - $12.4K
|
22.2K
$6.36M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-45- 1.25% |
$6.58K - $12.4K
|
3.56K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-50- 0.71% |
$7.31K - $13.8K
|
6.97K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-54- 0.55% |
$7.9K - $14.9K
|
9.74K
$2.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-57- 2.41% |
$8.34K - $15.7K
|
2.31K
$661K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-58- 2.08% |
$8.48K - $16K
|
2.73K
$781K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-58- 0.17% |
$8.48K - $16K
|
33.4K
$9.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-60- 0.63% |
$8.78K - $16.5K
|
9.52K
$2.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-64- 5.01% |
$9.36K - $17.6K
|
1.21K
$348K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-69- 2.2% |
$10.1K - $19K
|
3.07K
$879K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-73- 2.38% |
$10.7K - $20.1K
|
3K
$859K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-74- 3.54% |
$10.8K - $20.4K
|
2.02K
$578K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-75- 1.36% |
$11K - $20.7K
|
5.44K
$1.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-75- 0.47% |
$11K - $20.7K
|
15.7K
$4.51M
|