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 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.7K+ 27.27% |
$249K - $469K
|
7.95K
$2.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.69K+ 12.21% |
$247K - $466K
|
15.5K
$4.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$246K - $464K
|
1.68K
$482K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.68K+ 4.65% |
$246K - $463K
|
37.8K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.65KNew |
$242K - $456K
|
1.65K
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1.62K+ 0.41% |
$237K - $446K
|
394K
$113M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.59K+ 7.26% |
$233K - $438K
|
23.5K
$6.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
1.56K+ 6.29% |
$227K - $429K
|
26.3K
$7.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Tt International Asset Management LTD
London, X0 |
BUY
|
- |
1.52KNew |
$223K - $420K
|
1.52K
$437K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.5K+ 9.74% |
$219K - $413K
|
16.9K
$4.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.49K+ 1.65% |
$218K - $411K
|
91.8K
$26.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.45K+ 24.74% |
$213K - $401K
|
7.33K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 0.94% |
$210K - $396K
|
154K
$44M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.42K+ 1.14% |
$208K - $392K
|
127K
$36.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.42K+ 2.37% |
$207K - $390K
|
61K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.4KNew |
$205K - $387K
|
1.4K
$402K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
1.38KNew |
$202K - $380K
|
1.38K
$395K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.37KNew |
$200K - $377K
|
1.37K
$392K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.36K+ 32.19% |
$198K - $374K
|
5.56K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.33KNew |
$194K - $366K
|
1.33K
$380K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.32K+ 5.89% |
$194K - $365K
|
23.8K
$6.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.31K+ 63.59% |
$192K - $361K
|
3.37K
$965K
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
1.31K+ 0.35% |
$191K - $360K
|
380K
$109M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.29K+ 4.57% |
$189K - $356K
|
29.6K
$8.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.28K+ 86.03% |
$187K - $353K
|
2.77K
$793K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.27K+ 1.21% |
$186K - $351K
|
107K
$30.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.26K+ 77.95% |
$184K - $346K
|
2.87K
$821K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.25KNew |
$183K - $344K
|
1.25K
$357K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.22K+ 6.4% |
$178K - $336K
|
20.3K
$5.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.22K+ 7.15% |
$178K - $336K
|
18.3K
$5.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.21KNew |
$176K - $332K
|
1.21K
$345K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.2K+ 10.79% |
$176K - $332K
|
12.3K
$3.54M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.2KNew |
$176K - $331K
|
1.2K
$344K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.2KNew |
$175K - $330K
|
1.2K
$343K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.19K+ 27.9% |
$173K - $327K
|
5.43K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.17K+ 18.9% |
$171K - $322K
|
7.35K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.16K+ 10.06% |
$170K - $320K
|
12.7K
$3.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.14K+ 4.45% |
$167K - $315K
|
26.8K
$7.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.14K+ 7.36% |
$167K - $314K
|
16.6K
$4.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
1.14KNew |
$166K - $313K
|
1.14K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
1.13K+ 17.13% |
$166K - $313K
|
7.75K
$2.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
1.11K+ 8.49% |
$162K - $306K
|
14.2K
$4.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.11KNew |
$162K - $305K
|
1.11K
$317K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.11K+ 17.18% |
$162K - $305K
|
7.54K
$2.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
1.1KNew |
$161K - $303K
|
1.1K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$161K - $303K
|
1.1K
$315K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.09KNew |
$160K - $301K
|
1.09K
$313K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.09KNew |
$160K - $301K
|
1.09K
$313K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.09KNew |
$160K - $301K
|
1.09K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
1.09K+ 2.04% |
$159K - $300K
|
54.5K
$15.6M
|