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 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-311- 9.07% |
$49.7K - $77.8K
|
3.12K
$690K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-317- 5.32% |
$50.6K - $79.3K
|
5.64K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-318- 23.3% |
$50.8K - $79.5K
|
1.05K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-319- 17.3% |
$50.9K - $79.8K
|
1.53K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-319- 3.32% |
$50.9K - $79.8K
|
9.3K
$2.06M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-320- 13.22% |
$51.1K - $80K
|
2.1K
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-323- 4.64% |
$51.6K - $80.8K
|
6.63K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-325- 3.7% |
$51.9K - $81.3K
|
8.46K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-329- 1.03% |
$52.5K - $82.3K
|
31.8K
$7.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-330- 27.16% |
$52.7K - $82.5K
|
885
$196K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-332- 8.15% |
$53K - $83K
|
3.74K
$828K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-333- 2.32% |
$53.2K - $83.3K
|
14K
$3.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-338- 2.61% |
$54K - $84.5K
|
12.6K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-339- 13.07% |
$54.1K - $84.8K
|
2.25K
$499K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-350- 2.13% |
$55.9K - $87.5K
|
16.1K
$3.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-358- 4.02% |
$57.2K - $89.5K
|
8.55K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-366- 3.51% |
$58.4K - $91.5K
|
10.1K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-385- 3.27% |
$61.5K - $96.3K
|
11.4K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-389- 0.99% |
$62.1K - $97.3K
|
38.7K
$8.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-389- 0.87% |
$62.1K - $97.3K
|
44.1K
$9.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-393- 1.71% |
$62.8K - $98.3K
|
22.6K
$4.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-395- 1.19% |
$63.1K - $98.8K
|
32.7K
$7.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-396- 26.68% |
$63.2K - $99K
|
1.09K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-396- 13.02% |
$63.2K - $99K
|
2.65K
$585K
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-405- 0.68% |
$64.7K - $101K
|
59K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-405- 6.39% |
$64.7K - $101K
|
5.93K
$1.31M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-413- 22.69% |
$65.9K - $103K
|
1.41K
$311K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-416- 1.24% |
$66.4K - $104K
|
33K
$7.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-417- 15.8% |
$66.6K - $104K
|
2.22K
$492K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-424- 1.87% |
$67.7K - $106K
|
22.3K
$4.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-424- 0.45% |
$67.7K - $106K
|
93.3K
$20.7M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-434- 1.51% |
$69.3K - $109K
|
28.3K
$6.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-435- 15.0% |
$69.5K - $109K
|
2.47K
$545K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-445- 4.54% |
$71.1K - $111K
|
9.36K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-447- 2.12% |
$71.4K - $112K
|
20.7K
$4.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-450- 6.92% |
$71.9K - $113K
|
6.05K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-453- 14.85% |
$72.3K - $113K
|
2.6K
$575K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-458- 3.32% |
$73.1K - $115K
|
13.3K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-462- 1.79% |
$73.8K - $116K
|
25.4K
$5.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-485- 1.09% |
$77.4K - $121K
|
44.1K
$9.76M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-495- 19.8% |
$79K - $124K
|
2.01K
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-496- 2.21% |
$79.2K - $124K
|
22K
$4.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-505- 4.77% |
$80.6K - $126K
|
10.1K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-505- 8.64% |
$80.6K - $126K
|
5.34K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-507- 34.33% |
$81K - $127K
|
970
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-511- 1.1% |
$81.6K - $128K
|
46K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-521- 25.6% |
$83.2K - $130K
|
1.51K
$335K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-528- 17.64% |
$84.3K - $132K
|
2.47K
$546K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-531- 3.76% |
$84.8K - $133K
|
13.6K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-532- 8.08% |
$84.9K - $133K
|
6.06K
$1.34M
|