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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-150- 20.0% |
$24K - $37.5K
|
600
$135K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-151- 3.72% |
$24.1K - $37.8K
|
3.91K
$878K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-153- 13.16% |
$24.4K - $38.3K
|
1.01K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-157- 0.72% |
$25.1K - $39.3K
|
21.5K
$4.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-159- 9.32% |
$25.4K - $39.8K
|
1.55K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-162- 6.87% |
$25.9K - $40.5K
|
2.2K
$494K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-165- 0.26% |
$26.3K - $41.3K
|
62.5K
$14.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-167- 2.97% |
$26.7K - $41.8K
|
5.45K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-174- 1.79% |
$27.8K - $43.5K
|
9.53K
$2.14M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-175- 1.31% |
$27.9K - $43.8K
|
13.2K
$2.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-175- 12.76% |
$27.9K - $43.8K
|
1.2K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-175- 5.67% |
$27.9K - $43.8K
|
2.91K
$654K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-176- 9.0% |
$28.1K - $44K
|
1.78K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-178- 0.69% |
$28.4K - $44.5K
|
25.5K
$5.74M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-178- 2.05% |
$28.4K - $44.5K
|
8.52K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-186- 0.6% |
$29.7K - $46.5K
|
31K
$6.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-188- 0.94% |
$30K - $47K
|
19.7K
$4.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-189- 15.39% |
$30.2K - $47.3K
|
1.04K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-189- 0.12% |
$30.2K - $47.3K
|
153K
$34.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-193- 3.13% |
$30.8K - $48.3K
|
5.97K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-194- 0.37% |
$31K - $48.5K
|
51.6K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-195- 6.78% |
$31.1K - $48.8K
|
2.68K
$603K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200- 16.18% |
$31.9K - $50K
|
1.04K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-201- 0.19% |
$32.1K - $50.3K
|
105K
$23.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-202- 2.27% |
$32.3K - $50.5K
|
8.71K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-203- 7.28% |
$32.4K - $50.8K
|
2.59K
$582K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-207- 0.98% |
$33.1K - $51.8K
|
20.9K
$4.71M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-210- 1.54% |
$33.5K - $52.5K
|
13.4K
$3.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-215- 0.11% |
$34.3K - $53.8K
|
190K
$42.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-216- 1.36% |
$34.5K - $54K
|
15.7K
$3.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-217- 9.33% |
$34.6K - $54.3K
|
2.11K
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-228- 6.21% |
$36.4K - $57K
|
3.45K
$775K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-228- 16.84% |
$36.4K - $57K
|
1.13K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-229- 13.94% |
$36.6K - $57.3K
|
1.41K
$318K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-230- 0.71% |
$36.7K - $57.5K
|
32.3K
$7.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-234- 13.15% |
$37.4K - $58.5K
|
1.55K
$347K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-235- 12.77% |
$37.5K - $58.8K
|
1.61K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-236- 8.15% |
$37.7K - $59K
|
2.66K
$598K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-237- 1.05% |
$37.8K - $59.3K
|
22.3K
$5.01M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-240- 16.78% |
$38.3K - $60K
|
1.19K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-240- 16.51% |
$38.3K - $60K
|
1.21K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-242- 4.93% |
$38.6K - $60.5K
|
4.67K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-245- 0.84% |
$39.1K - $61.3K
|
29.1K
$6.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-245- 5.24% |
$39.1K - $61.3K
|
4.43K
$995K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-250- 1.44% |
$39.9K - $62.5K
|
17.1K
$3.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-250- 2.65% |
$39.9K - $62.5K
|
9.18K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-250- 20.0% |
$39.9K - $62.5K
|
1K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-253- 4.2% |
$40.4K - $63.3K
|
5.76K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-254- 7.48% |
$40.6K - $63.5K
|
3.14K
$707K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-258- 10.0% |
$41.2K - $64.5K
|
2.32K
$522K
|