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 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.19KNew |
$350K - $547K
|
2.19K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.19K+ 18.69% |
$349K - $547K
|
13.9K
$3.98M
|
|
|
May 06, 2025
Q4 2024
|
Anb Bank
Denver, CO |
BUY
|
- |
2.18KNew |
$349K - $546K
|
2.18K
$626K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.18KNew |
$348K - $544K
|
2.18K
$624K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.18KNew |
$347K - $544K
|
2.18K
$623K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2.16K+ 55.03% |
$345K - $540K
|
6.09K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.15K+ 102.57% |
$344K - $538K
|
4.25K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.15K+ 99.81% |
$343K - $538K
|
4.3K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.13KNew |
$340K - $533K
|
2.13K
$610K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.13K+ 1.31% |
$339K - $532K
|
165K
$47.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.12KNew |
$339K - $530K
|
2.12K
$608K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.11K+ 4.88% |
$337K - $528K
|
45.4K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.1K+ 17.25% |
$336K - $526K
|
14.3K
$4.09M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
2.1KNew |
$335K - $524K
|
2.1K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
2.08KNew |
$332K - $521K
|
2.08K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.08KNew |
$332K - $520K
|
2.08K
$596K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.07KNew |
$331K - $518K
|
2.07K
$594K
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
2.07K+ 900.0% |
$331K - $518K
|
2.3K
$659K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.07K+ 10.71% |
$330K - $517K
|
21.4K
$6.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.06KNew |
$329K - $515K
|
2.06K
$590K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
2.04KNew |
$326K - $510K
|
2.04K
$584K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.04K+ 7.12% |
$325K - $509K
|
30.6K
$8.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.03K+ 5.58% |
$324K - $508K
|
38.4K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
2.03KNew |
$324K - $507K
|
2.03K
$581K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
2.03K+ 1.97% |
$324K - $507K
|
105K
$30.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
2.03KNew |
$323K - $506K
|
2.03K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.02K+ 10.95% |
$323K - $506K
|
20.5K
$5.87M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.02K+ 6.12% |
$323K - $505K
|
35K
$10M
|
|
|
Jul 16, 2025
Q4 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
2.02KNew |
$323K - $505K
|
2.02K
$579K
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.02KNew |
$323K - $505K
|
2.02K
$579K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.02K+ 3.18% |
$322K - $504K
|
65.4K
$18.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.01K+ 11.01% |
$321K - $502K
|
20.3K
$5.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.01K+ 171.37% |
$320K - $501K
|
3.18K
$909K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2K+ 4.08% |
$320K - $501K
|
51.1K
$14.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
2K+ 40.0% |
$319K - $500K
|
7K
$2.01M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2K+ 6.42% |
$319K - $500K
|
33.2K
$9.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2KNew |
$319K - $500K
|
2K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.99K+ 3.93% |
$318K - $498K
|
52.6K
$15.1M
|
|
|
Jun 04, 2025
Q4 2024
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
1.99KNew |
$317K - $497K
|
1.99K
$569K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.98KNew |
$315K - $494K
|
1.98K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
1.97KNew |
$315K - $493K
|
1.97K
$565K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.95KNew |
$312K - $488K
|
1.95K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.95K+ 52.08% |
$312K - $488K
|
5.7K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.93K+ 2.25% |
$308K - $482K
|
87.6K
$25.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.93K+ 7.57% |
$308K - $482K
|
27.4K
$7.85M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.92K+ 1.59% |
$307K - $480K
|
122K
$35.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
1.91K+ 28.17% |
$305K - $478K
|
8.69K
$2.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
1.9KNew |
$304K - $475K
|
1.9K
$545K
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
1.9KNew |
$303K - $475K
|
1.9K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
1.9KNew |
$303K - $475K
|
1.9K
$544K
|