Purchases and Sales Made in Q4 2024 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-70- 2.99% |
$11.2K - $17.5K
|
2.27K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-71- 1.77% |
$11.3K - $17.8K
|
3.93K
$945K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-73- 2.9% |
$11.7K - $18.3K
|
2.45K
$587K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-85- 7.0% |
$13.6K - $21.3K
|
1.13K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-97- 2.4% |
$15.5K - $24.3K
|
3.95K
$948K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-110- 17.71% |
$17.6K - $27.5K
|
511
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-110- 23.4% |
$17.6K - $27.5K
|
360
$86.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-110- 3.25% |
$17.6K - $27.5K
|
3.28K
$788K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-111- 0.78% |
$17.7K - $27.8K
|
14K
$3.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-112- 3.04% |
$17.9K - $28K
|
3.57K
$858K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-115- 2.76% |
$18.4K - $28.8K
|
4.06K
$975K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-120- 5.45% |
$19.2K - $30K
|
2.08K
$500K
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
SELL
|
- |
-124- 1.54% |
$19.8K - $31K
|
7.9K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-132- 1.03% |
$21.1K - $33K
|
12.6K
$3.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-136- 5.84% |
$21.7K - $34K
|
2.19K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-145- 0.59% |
$23.2K - $36.3K
|
24.3K
$5.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-148- 0.51% |
$23.6K - $37K
|
29.2K
$7.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
SELL
|
- |
-150- 5.38% |
$24K - $37.5K
|
2.64K
$633K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-150- 13.04% |
$24K - $37.5K
|
1K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-150- 3.56% |
$24K - $37.5K
|
4.06K
$976K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-151- 3.72% |
$24.1K - $37.8K
|
3.91K
$939K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-153- 13.16% |
$24.4K - $38.3K
|
1.01K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-159- 9.32% |
$25.4K - $39.8K
|
1.55K
$372K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-167- 2.97% |
$26.7K - $41.8K
|
5.45K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-175- 12.76% |
$27.9K - $43.8K
|
1.2K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-175- 1.31% |
$27.9K - $43.8K
|
13.2K
$3.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-175- 5.67% |
$27.9K - $43.8K
|
2.91K
$699K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-176- 9.0% |
$28.1K - $44K
|
1.78K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-178- 0.69% |
$28.4K - $44.5K
|
25.5K
$6.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-188- 0.94% |
$30K - $47K
|
19.7K
$4.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-193- 3.13% |
$30.8K - $48.3K
|
5.97K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-194- 0.37% |
$31K - $48.5K
|
51.6K
$12.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-195- 6.78% |
$31.1K - $48.8K
|
2.68K
$644K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200- 16.18% |
$31.9K - $50K
|
1.04K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-201- 0.19% |
$32.1K - $50.3K
|
105K
$25.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-203- 7.28% |
$32.4K - $50.8K
|
2.59K
$621K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-217- 9.33% |
$34.6K - $54.3K
|
2.11K
$507K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-228- 6.21% |
$36.4K - $57K
|
3.45K
$828K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-229- 13.94% |
$36.6K - $57.3K
|
1.41K
$340K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-230- 0.71% |
$36.7K - $57.5K
|
32.3K
$7.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-237- 1.05% |
$37.8K - $59.3K
|
22.3K
$5.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-242- 4.93% |
$38.6K - $60.5K
|
4.67K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-250- 2.65% |
$39.9K - $62.5K
|
9.18K
$2.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-250- 1.44% |
$39.9K - $62.5K
|
17.1K
$4.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-253- 4.2% |
$40.4K - $63.3K
|
5.76K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-258- 10.0% |
$41.2K - $64.5K
|
2.32K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-258- 2.49% |
$41.2K - $64.5K
|
10.1K
$2.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-260- 2.8% |
$41.5K - $65K
|
9.02K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-262- 7.36% |
$41.8K - $65.5K
|
3.3K
$792K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-267- 17.23% |
$42.6K - $66.8K
|
1.28K
$308K
|