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 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.2K- 4.06% |
$469K - $883K
|
75.6K
$21.7M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.21K- 31.02% |
$470K - $885K
|
7.14K
$2.05M
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-3.29K- 1.41% |
$481K - $906K
|
230K
$65.9M
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-3.45K- 0.83% |
$505K - $952K
|
412K
$118M
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.49K- 9.85% |
$511K - $962K
|
31.9K
$9.15M
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.51K- 6.61% |
$513K - $966K
|
49.5K
$14.2M
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.66K- 2.22% |
$536K - $1.01M
|
162K
$46.3M
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-3.82K- 62.67% |
$559K - $1.05M
|
2.28K
$652K
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.87K- 6.85% |
$566K - $1.07M
|
52.6K
$15.1M
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-4.02K- 16.11% |
$588K - $1.11M
|
20.9K
$6M
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-4.08K- 3.35% |
$596K - $1.12M
|
117K
$33.7M
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.17K- 28.91% |
$610K - $1.15M
|
10.3K
$2.94M
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.33K- 3.46% |
$634K - $1.19M
|
121K
$34.6M
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.68K- 27.86% |
$684K - $1.29M
|
12.1K
$3.47M
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-4.74K- 36.49% |
$693K - $1.31M
|
8.24K
$2.36M
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-5.07K- 7.49% |
$742K - $1.4M
|
62.6K
$17.9M
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.15K- 4.01% |
$753K - $1.42M
|
123K
$35.3M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.29K- 67.52% |
$773K - $1.46M
|
2.54K
$728K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.46K- 8.3% |
$798K - $1.5M
|
60.3K
$17.3M
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5.5K- 18.51% |
$805K - $1.52M
|
24.2K
$6.94M
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.71K- 4.89% |
$836K - $1.58M
|
111K
$31.9M
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.82K- 0.2% |
$852K - $1.6M
|
2.95M
$844M
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-5.85K- 10.69% |
$856K - $1.61M
|
48.9K
$14M
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-6.07K- 83.01% |
$888K - $1.67M
|
1.24K
$356K
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-6.09K- 17.67% |
$891K - $1.68M
|
28.4K
$8.13M
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-6.49K- 4.39% |
$949K - $1.79M
|
141K
$40.4M
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-6.49K- 61.14% |
$950K - $1.79M
|
4.13K
$1.18M
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-6.59K- 10.57% |
$964K - $1.82M
|
55.8K
$16M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-6.67K- 2.41% |
$976K - $1.84M
|
270K
$77.4M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.74K- 1.82% |
$986K - $1.86M
|
363K
$104M
|
|
Jul 17, 2025
Q2 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-7.06K- 9.28% |
$1.03M - $1.95M
|
69K
$19.8M
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-7.42K- 53.33% |
$1.09M - $2.05M
|
6.49K
$1.86M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.5K- 22.02% |
$1.1M - $2.07M
|
26.6K
$7.61M
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-7.68K- 90.09% |
$1.12M - $2.12M
|
845
$242K
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.16K- 8.84% |
$1.19M - $2.25M
|
84.1K
$24.1M
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8.17K- 15.62% |
$1.2M - $2.25M
|
44.2K
$12.7M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8.76K- 3.66% |
$1.28M - $2.41M
|
231K
$66.1M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-9.05K- 23.52% |
$1.32M - $2.5M
|
29.4K
$8.43M
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-9.12K- 0.45% |
$1.33M - $2.51M
|
2M
$572M
|
|
Jul 11, 2025
Q2 2025
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-9.25K- 8.7% |
$1.35M - $2.55M
|
97K
$27.8M
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-9.39K- 3.16% |
$1.37M - $2.59M
|
288K
$82.5M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-9.42K- 1.91% |
$1.38M - $2.6M
|
484K
$139M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-9.96K- 9.46% |
$1.46M - $2.75M
|
95.4K
$27.3M
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-10.1K- 20.59% |
$1.48M - $2.78M
|
39K
$11.2M
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-10.7K- 69.76% |
$1.57M - $2.96M
|
4.65K
$1.33M
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-10.8K- 3.87% |
$1.58M - $2.98M
|
268K
$76.8M
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-11.3K- 1.63% |
$1.66M - $3.12M
|
684K
$196M
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-12.5K- 2.08% |
$1.83M - $3.45M
|
591K
$169M
|
|
Jul 18, 2025
Q2 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-12.9K- 5.33% |
$1.88M - $3.55M
|
229K
$65.5M
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-13.4K- 3.76% |
$1.96M - $3.7M
|
344K
$98.5M
|