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 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
138+ 41.95% |
$22K - $34.5K
|
467
$103K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
138+ 20.0% |
$22K - $34.5K
|
828
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
137+ 1.71% |
$21.9K - $34.3K
|
8.13K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
134+ 1.22% |
$21.4K - $33.5K
|
11.1K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
134+ 9.52% |
$21.4K - $33.5K
|
1.54K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
134+ 15.71% |
$21.4K - $33.5K
|
987
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
131+ 8.34% |
$20.9K - $32.8K
|
1.7K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
131+ 0.33% |
$20.9K - $32.8K
|
40.3K
$8.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
131+ 7.1% |
$20.9K - $32.8K
|
1.98K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
130+ 6.82% |
$20.8K - $32.5K
|
2.04K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
128+ 0.13% |
$20.4K - $32K
|
95.6K
$21.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
128+ 9.44% |
$20.4K - $32K
|
1.48K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
127+ 0.82% |
$20.3K - $31.8K
|
15.6K
$3.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
123+ 0.64% |
$19.6K - $30.8K
|
19.3K
$4.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
122+ 7.17% |
$19.5K - $30.5K
|
1.82K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
117+ 2.97% |
$18.7K - $29.3K
|
4.05K
$897K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
117+ 0.46% |
$18.7K - $29.3K
|
25.6K
$5.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
115+ 0.96% |
$18.4K - $28.8K
|
12.2K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
112+ 1.65% |
$17.9K - $28K
|
6.9K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
111+ 2.11% |
$17.7K - $27.8K
|
5.38K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
111+ 0.85% |
$17.7K - $27.8K
|
13.1K
$2.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
109+ 6.15% |
$17.4K - $27.3K
|
1.88K
$416K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
109+ 5.17% |
$17.4K - $27.3K
|
2.22K
$491K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
107+ 1.03% |
$17.1K - $26.8K
|
10.5K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
106+ 7.96% |
$16.9K - $26.5K
|
1.44K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
106+ 5.52% |
$16.9K - $26.5K
|
2.03K
$448K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
104+ 3.05% |
$16.6K - $26K
|
3.51K
$778K
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
103+ 0.08% |
$16.4K - $25.8K
|
136K
$30.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
102+ 6.45% |
$16.3K - $25.5K
|
1.68K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
101+ 3.09% |
$16.1K - $25.3K
|
3.37K
$746K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
100+ 3.44% |
$16K - $25K
|
3.01K
$666K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
100+ 2.92% |
$16K - $25K
|
3.52K
$779K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
99+ 5.56% |
$15.8K - $24.8K
|
1.88K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
96+ 1.07% |
$15.3K - $24K
|
9.06K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
96+ 0.09% |
$15.3K - $24K
|
113K
$25M
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
93+ 5.33% |
$14.8K - $23.3K
|
1.84K
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
92+ 3.98% |
$14.7K - $23K
|
2.4K
$531K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
91+ 2.0% |
$14.5K - $22.8K
|
4.65K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
90+ 0.05% |
$14.4K - $22.5K
|
185K
$40.9M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
85+ 2.05% |
$13.6K - $21.3K
|
4.22K
$934K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
85+ 0.04% |
$13.6K - $21.3K
|
208K
$46M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
84+ 3.04% |
$13.4K - $21K
|
2.85K
$630K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
84+ 4.22% |
$13.4K - $21K
|
2.07K
$459K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
84+ 0.99% |
$13.4K - $21K
|
8.58K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
83+ 6.79% |
$13.3K - $20.8K
|
1.31K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
82+ 0.6% |
$13.1K - $20.5K
|
13.8K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
80+ 4.08% |
$12.8K - $20K
|
2.04K
$452K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
80+ 1.59% |
$12.8K - $20K
|
5.11K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
79+ 0.34% |
$12.6K - $19.8K
|
23K
$5.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
78+ 0.82% |
$12.5K - $19.5K
|
9.59K
$2.12M
|