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
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
8+ 0.46% |
$1.28K - $2K
|
1.73K
$390K
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
8+ 0.1% |
$1.28K - $2K
|
7.73K
$1.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 11.67% |
$1.12K - $1.75K
|
67
$15.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
7+ 0.24% |
$1.12K - $1.75K
|
2.93K
$659K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
7+ 0.13% |
$1.12K - $1.75K
|
5.35K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
6+ 0.22% |
$958 - $1.5K
|
2.76K
$620K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
6+ 0.07% |
$958 - $1.5K
|
8.56K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.24% |
$958 - $1.5K
|
2.53K
$568K
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
6+ 0.3% |
$958 - $1.5K
|
1.98K
$445K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6+ 0.16% |
$958 - $1.5K
|
3.73K
$840K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
5+ 0.28% |
$798 - $1.25K
|
1.77K
$397K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.02% |
$639 - $1K
|
24.1K
$5.42M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.13% |
$639 - $1K
|
3.12K
$702K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.18% |
$639 - $1K
|
2.2K
$495K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
4+ 0.02% |
$639 - $1K
|
16.6K
$3.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
4+ 0.14% |
$639 - $1K
|
2.94K
$662K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3+ 0.04% |
$479 - $750
|
7.07K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3+ 2.5% |
$479 - $750
|
123
$27.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 0.15% |
$479 - $750
|
2.03K
$457K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2+ 0.05% |
$319 - $500
|
4.01K
$902K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.11% |
$319 - $500
|
1.81K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$319 - $500
|
1.71K
$385K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.17% |
$319 - $500
|
1.19K
$268K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
2+ 0.04% |
$319 - $500
|
4.86K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$319 - $500
|
1.52K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.16% |
$319 - $500
|
1.24K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.04% |
$319 - $500
|
5.6K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.45% |
$160 - $250
|
224
$50.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1+ 0.08% |
$160 - $250
|
1.32K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1+ 0.07% |
$160 - $250
|
1.48K
$332K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$160 - $250
|
2.22K
$500K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1+ 0.02% |
$160 - $250
|
4.26K
$958K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
1+ 0.09% |
$160 - $250
|
1.16K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 0.35% |
$160 - $250
|
283
$63.6K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.33% |
$160 - $250
|
76
$17.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
BUY
|
- |
1+ 0.0% |
$160 - $250
|
22.5K
$5.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 0.16% |
$160 - $250
|
619
$139K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 4.55% |
$160 - $250
|
21
$4.72K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.03% |
$160 - $250
|
3.19K
$717K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2- 0.12% |
$319 - $500
|
1.61K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2- 25.0% |
$319 - $500
|
6
$1.35K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4- 0.35% |
$639 - $1K
|
1.15K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-4- 0.04% |
$639 - $1K
|
9.79K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-4- 0.13% |
$639 - $1K
|
3.03K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4- 0.11% |
$639 - $1K
|
3.72K
$836K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-5- 0.38% |
$798 - $1.25K
|
1.33K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-5- 0.11% |
$798 - $1.25K
|
4.59K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-5- 0.04% |
$798 - $1.25K
|
12.8K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-5- 0.3% |
$798 - $1.25K
|
1.64K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-7- 0.2% |
$1.12K - $1.75K
|
3.52K
$791K
|