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
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
149+ 6.99% |
$21.8K - $41.1K
|
2.28K
$653K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
149+ 4.87% |
$21.8K - $41.1K
|
3.21K
$920K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
146+ 0.47% |
$21.4K - $40.2K
|
31.4K
$9M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
138+ 1.19% |
$20.2K - $38K
|
11.8K
$3.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
137+ 4.06% |
$20K - $37.8K
|
3.51K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
134+ 12.13% |
$19.6K - $36.9K
|
1.24K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
132+ 4.88% |
$19.3K - $36.4K
|
2.84K
$812K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
128+ 1.93% |
$18.7K - $35.3K
|
6.74K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
125+ 0.55% |
$18.3K - $34.5K
|
22.9K
$6.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
122New |
$17.8K - $33.6K
|
122
$34.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
121+ 3.93% |
$17.7K - $33.4K
|
3.2K
$917K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
118+ 9.86% |
$17.3K - $32.5K
|
1.32K
$377K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
118+ 0.47% |
$17.3K - $32.5K
|
25.4K
$7.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
118+ 7.09% |
$17.3K - $32.5K
|
1.78K
$510K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
117+ 1.93% |
$17.1K - $32.3K
|
6.17K
$1.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
116+ 1.59% |
$17K - $32K
|
7.42K
$2.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
114+ 4.04% |
$16.7K - $31.4K
|
2.93K
$840K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
113+ 0.86% |
$16.5K - $31.1K
|
13.2K
$3.78M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
109+ 5.45% |
$15.9K - $30K
|
2.11K
$604K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
101+ 3.51% |
$14.8K - $27.8K
|
2.98K
$853K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
100+ 90.91% |
$14.6K - $27.6K
|
210
$60.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
100New |
$14.6K - $27.6K
|
100
$28.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
98+ 0.83% |
$14.3K - $27K
|
11.9K
$3.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
95+ 5.71% |
$13.9K - $26.2K
|
1.76K
$504K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
95+ 5.03% |
$13.9K - $26.2K
|
1.99K
$569K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
94+ 7.4% |
$13.8K - $25.9K
|
1.37K
$391K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
94+ 7.81% |
$13.8K - $25.9K
|
1.3K
$372K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
91+ 6.91% |
$13.3K - $25.1K
|
1.41K
$403K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
91+ 2.49% |
$13.3K - $25.1K
|
3.75K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
81+ 6.2% |
$11.8K - $22.3K
|
1.39K
$397K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
73+ 2.05% |
$10.7K - $20.1K
|
3.64K
$1.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
73+ 730.0% |
$10.7K - $20.1K
|
83
$23.8K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
73+ 2.32% |
$10.7K - $20.1K
|
3.21K
$921K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
72+ 0.36% |
$10.5K - $19.8K
|
20.2K
$5.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
71+ 0.86% |
$10.4K - $19.6K
|
8.37K
$2.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
70New |
$10.2K - $19.3K
|
70
$20.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
68+ 2.79% |
$9.95K - $18.7K
|
2.5K
$717K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
66+ 1.66% |
$9.66K - $18.2K
|
4.03K
$1.15M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
66+ 1.64% |
$9.66K - $18.2K
|
4.08K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
63+ 2.21% |
$9.22K - $17.4K
|
2.92K
$836K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
63+ 0.66% |
$9.22K - $17.4K
|
9.62K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
61+ 2.67% |
$8.92K - $16.8K
|
2.34K
$671K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60+ 8.11% |
$8.78K - $16.5K
|
800
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
60+ 2.91% |
$8.78K - $16.5K
|
2.12K
$607K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
57+ 0.72% |
$8.34K - $15.7K
|
7.96K
$2.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
56+ 0.91% |
$8.19K - $15.4K
|
6.2K
$1.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
54+ 15.21% |
$7.9K - $14.9K
|
409
$117K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
54+ 3.55% |
$7.9K - $14.9K
|
1.57K
$451K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
53+ 3.06% |
$7.75K - $14.6K
|
1.79K
$511K
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
51+ 2.67% |
$7.46K - $14.1K
|
1.96K
$561K
|