Purchases and Sales Made in Q3 2024 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
68+ 971.43% |
$9.27K - $119K
|
75
$21.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
63+ 900.0% |
$8.59K - $110K
|
70
$20.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
63+ 900.0% |
$8.59K - $110K
|
70
$20.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63+ 900.0% |
$8.59K - $110K
|
70
$20.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
63+ 900.0% |
$8.59K - $110K
|
70
$20.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
60New |
$8.18K - $105K
|
60
$17.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
59+ 2.41% |
$8.04K - $103K
|
2.51K
$718K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
58New |
$7.9K - $101K
|
58
$16.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
58+ 2900.0% |
$7.9K - $101K
|
60
$17.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
56+ 1400.0% |
$7.63K - $97.8K
|
60
$17.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
56New |
$7.63K - $97.8K
|
56
$16K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
54+ 900.0% |
$7.36K - $94.3K
|
60
$17.2K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
50New |
$6.81K - $87.3K
|
50
$14.3K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
45+ 900.0% |
$6.13K - $78.6K
|
50
$14.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
45+ 900.0% |
$6.13K - $78.6K
|
50
$14.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
45+ 900.0% |
$6.13K - $78.6K
|
50
$14.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
40New |
$5.45K - $69.8K
|
40
$11.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
40+ 200.0% |
$5.45K - $69.8K
|
60
$17.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
37New |
$5.04K - $64.6K
|
37
$10.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
33New |
$4.5K - $57.6K
|
33
$9.45K
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
32+ 0.48% |
$4.36K - $55.9K
|
6.68K
$1.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
30+ 0.03% |
$4.09K - $52.4K
|
102K
$29.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
29+ 207.14% |
$3.95K - $50.6K
|
43
$12.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
29New |
$3.95K - $50.6K
|
29
$8.31K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
25+ 500.0% |
$3.41K - $43.6K
|
30
$8.59K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
24New |
$3.27K - $41.9K
|
24
$6.87K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
21+ 0.26% |
$2.86K - $36.7K
|
8.04K
$2.3M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
20+ 1000.0% |
$2.73K - $34.9K
|
22
$6.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
20+ 0.43% |
$2.73K - $34.9K
|
4.72K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16+ 0.09% |
$2.18K - $27.9K
|
17.5K
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
15+ 17.65% |
$2.04K - $26.2K
|
100
$28.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9+ 29.03% |
$1.23K - $15.7K
|
40
$11.5K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
9+ 900.0% |
$1.23K - $15.7K
|
10
$2.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3New |
$409 - $5.24K
|
3
$859
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2+ 0.14% |
$273 - $3.49K
|
1.39K
$398K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
2+ 0.05% |
$273 - $3.49K
|
4.19K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2+ 33.33% |
$273 - $3.49K
|
8
$2.29K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.16% |
$136 - $1.75K
|
621
$178K
|
|
|
Nov 13, 2024
Q3 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1- -0.0% |
$136 - $1.75K
|
73.6K
$21.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-5Closed |
$681 - $8.73K
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-7- 2.25% |
$954 - $12.2K
|
304
$87.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-7- 0.67% |
$954 - $12.2K
|
1.03K
$296K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-9- 0.62% |
$1.23K - $15.7K
|
1.44K
$413K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-20- 1.1% |
$2.73K - $34.9K
|
1.8K
$516K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-24- 8.39% |
$3.27K - $41.9K
|
262
$75K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-31- 1.89% |
$4.22K - $54.1K
|
1.61K
$461K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-38- 0.01% |
$5.18K - $66.3K
|
316K
$90.4M
|
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-60- 1.78% |
$8.18K - $105K
|
3.31K
$948K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-65- 0.86% |
$8.86K - $113K
|
7.51K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-80- 8.46% |
$10.9K - $140K
|
866
$248K
|