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
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
10.6K+ 10.98% |
$1.55M - $2.91M
|
107K
$30.6M
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
10.4K+ 83.05% |
$1.52M - $2.86M
|
22.9K
$6.55M
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
10.1K+ 26.06% |
$1.48M - $2.78M
|
48.9K
$14M
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
9.21K+ 145.67% |
$1.35M - $2.54M
|
15.5K
$4.45M
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.86K+ 9.93% |
$1.3M - $2.44M
|
98.1K
$28.1M
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
8.7KNew |
$1.27M - $2.4M
|
8.7K
$2.49M
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
8.47K+ 42.79% |
$1.24M - $2.33M
|
28.3K
$8.09M
|
|
Jul 11, 2025
Q2 2025
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
8KNew |
$1.17M - $2.21M
|
8K
$2.29M
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.98K+ 1.26% |
$1.17M - $2.2M
|
643K
$184M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.95K+ 78.53% |
$1.16M - $2.19M
|
18.1K
$5.18M
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
7.55K+ 18.16% |
$1.1M - $2.08M
|
49.1K
$14.1M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.23K+ 11.55% |
$1.06M - $1.99M
|
69.8K
$20M
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
7.01K+ 5.33% |
$1.03M - $1.93M
|
138K
$39.7M
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.89K+ 394.73% |
$1.01M - $1.9M
|
8.64K
$2.47M
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
6.77K+ 58.59% |
$990K - $1.87M
|
18.3K
$5.25M
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
6.5K+ 86.67% |
$951K - $1.79M
|
14K
$4.01M
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6K+ 38.15% |
$878K - $1.65M
|
21.7K
$6.22M
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.77K+ 156.45% |
$844K - $1.59M
|
9.46K
$2.71M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.72K+ 180.63% |
$836K - $1.58M
|
8.88K
$2.54M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.53K+ 7.03% |
$808K - $1.52M
|
84.1K
$24.1M
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
5.43K+ 49.57% |
$794K - $1.5M
|
16.4K
$4.69M
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.32K+ 16.1% |
$778K - $1.47M
|
38.3K
$11M
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.31KNew |
$777K - $1.46M
|
5.31K
$1.52M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.25K+ 6.19% |
$768K - $1.45M
|
90.1K
$25.8M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.25K+ 5.49% |
$768K - $1.45M
|
101K
$28.9M
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.25K+ 177.38% |
$768K - $1.45M
|
8.21K
$2.35M
|
|
Jul 17, 2025
Q2 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
5.22KNew |
$763K - $1.44M
|
5.22K
$1.49M
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
BUY
|
- |
5.14K+ 18.44% |
$751K - $1.42M
|
33K
$9.45M
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.12K+ 22.64% |
$749K - $1.41M
|
27.7K
$7.95M
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.4K+ 222.63% |
$643K - $1.21M
|
6.37K
$1.83M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.37K+ 83.02% |
$639K - $1.2M
|
9.64K
$2.76M
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
4.21K+ 483.91% |
$616K - $1.16M
|
5.08K
$1.46M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.18K+ 2.61% |
$612K - $1.15M
|
164K
$47M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.15K+ 13.39% |
$607K - $1.14M
|
35.1K
$10.1M
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
4.13K+ 23.02% |
$604K - $1.14M
|
22K
$6.32M
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4.1K+ 72.46% |
$600K - $1.13M
|
9.77K
$2.8M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.04K+ 142.61% |
$591K - $1.11M
|
6.87K
$1.97M
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
4K+ 93.13% |
$585K - $1.1M
|
8.3K
$2.38M
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
3.95K+ 60.49% |
$577K - $1.09M
|
10.5K
$3M
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.84K+ 66.58% |
$561K - $1.06M
|
9.6K
$2.75M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3.72K+ 13.29% |
$544K - $1.03M
|
31.7K
$9.09M
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.7K+ 10.46% |
$541K - $1.02M
|
39.1K
$11.2M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
3.7K+ 167.0% |
$541K - $1.02M
|
5.91K
$1.69M
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.64K+ 14.87% |
$533K - $1M
|
28.1K
$8.06M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.56K+ 13.74% |
$521K - $981K
|
29.5K
$8.44M
|
|
Jul 09, 2025
Q2 2025
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
3.55K+ 11.29% |
$519K - $977K
|
35K
$10M
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
3.44KNew |
$503K - $947K
|
3.44K
$984K
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.42K+ 46.34% |
$501K - $944K
|
10.8K
$3.1M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.38K+ 9.97% |
$495K - $933K
|
37.3K
$10.7M
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.29K+ 31.95% |
$481K - $906K
|
13.6K
$3.89M
|