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
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
871New |
$127K - $240K
|
871
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
870New |
$127K - $240K
|
870
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
867+ 27.42% |
$127K - $239K
|
4.03K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
861New |
$126K - $237K
|
861
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
860New |
$126K - $237K
|
860
$246K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
856New |
$125K - $236K
|
856
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
853+ 2.78% |
$125K - $235K
|
31.5K
$9.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
850New |
$124K - $234K
|
850
$243K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
848+ 33.36% |
$124K - $234K
|
3.39K
$971K
|
|
|
Jul 07, 2025
Q2 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
847+ 16.4% |
$124K - $233K
|
6.01K
$1.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
843+ 34.94% |
$123K - $232K
|
3.26K
$933K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
833+ 6.1% |
$122K - $230K
|
14.5K
$4.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
833+ 6.81% |
$122K - $230K
|
13.1K
$3.74M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
827New |
$121K - $228K
|
827
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
819New |
$120K - $226K
|
819
$235K
|
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
812New |
$119K - $224K
|
812
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
804+ 5.88% |
$118K - $222K
|
14.5K
$4.15M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
BUY
|
- |
803New |
$117K - $221K
|
803
$230K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
802New |
$117K - $221K
|
802
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
800New |
$117K - $221K
|
800
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
791+ 53.85% |
$116K - $218K
|
2.26K
$647K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
782New |
$114K - $216K
|
782
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
781New |
$114K - $215K
|
781
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
760New |
$111K - $209K
|
760
$218K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
752New |
$110K - $207K
|
752
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
750+ 7.98% |
$110K - $207K
|
10.1K
$2.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
750New |
$110K - $207K
|
750
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
748New |
$109K - $206K
|
748
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
747+ 34.19% |
$109K - $206K
|
2.93K
$840K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
735New |
$108K - $203K
|
735
$211K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
732+ 6.87% |
$107K - $202K
|
11.4K
$3.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
730New |
$107K - $201K
|
730
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
730New |
$107K - $201K
|
730
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
727New |
$106K - $200K
|
727
$208K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
726New |
$106K - $200K
|
726
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
701+ 14.83% |
$103K - $193K
|
5.43K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
700+ 8.35% |
$102K - $193K
|
9.08K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
699+ 20.77% |
$102K - $193K
|
4.06K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
684+ 22.49% |
$100K - $189K
|
3.73K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
682+ 1.83% |
$99.8K - $188K
|
38K
$10.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
674+ 11.4% |
$98.6K - $186K
|
6.59K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
663+ 6.4% |
$97K - $183K
|
11K
$3.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
651+ 14.95% |
$95.2K - $179K
|
5.01K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
650+ 30.98% |
$95.1K - $179K
|
2.75K
$787K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
610+ 1.75% |
$89.2K - $168K
|
35.4K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
610+ 6.17% |
$89.2K - $168K
|
10.5K
$3.01M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
608+ 13.87% |
$88.9K - $168K
|
4.99K
$1.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
599+ 36.75% |
$87.6K - $165K
|
2.23K
$638K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
591+ 18.11% |
$86.5K - $163K
|
3.86K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
582+ 3.02% |
$85.1K - $160K
|
19.8K
$5.68M
|