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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
183+ 4.16% |
$29.2K - $45.8K
|
4.59K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
181+ 5.46% |
$28.9K - $45.3K
|
3.49K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
181+ 2.19% |
$28.9K - $45.3K
|
8.45K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
179+ 7.26% |
$28.6K - $44.8K
|
2.65K
$763K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
178+ 2.77% |
$28.4K - $44.5K
|
6.61K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
175+ 6.44% |
$27.9K - $43.8K
|
2.89K
$833K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
175+ 6.98% |
$27.9K - $43.8K
|
2.68K
$773K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
175+ 18.82% |
$27.9K - $43.8K
|
1.11K
$318K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
175+ 97.22% |
$27.9K - $43.8K
|
355
$102K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
175+ 10.68% |
$27.9K - $43.8K
|
1.81K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
174+ 1.39% |
$27.8K - $43.5K
|
12.7K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
172+ 6.18% |
$27.5K - $43K
|
2.96K
$852K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
171+ 3.25% |
$27.3K - $42.8K
|
5.43K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
171+ 13.29% |
$27.3K - $42.8K
|
1.46K
$420K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
171+ 1.58% |
$27.3K - $42.8K
|
11K
$3.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
170+ 0.39% |
$27.1K - $42.5K
|
43.5K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
170+ 8.72% |
$27.1K - $42.5K
|
2.12K
$611K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
170New |
$27.1K - $42.5K
|
170
$49K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
170+ 10.74% |
$27.1K - $42.5K
|
1.75K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
170+ 1.56% |
$27.1K - $42.5K
|
11K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
169+ 3.63% |
$27K - $42.3K
|
4.83K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
168+ 2.36% |
$26.8K - $42K
|
7.28K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
167+ 3.79% |
$26.7K - $41.8K
|
4.57K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
166New |
$26.5K - $41.5K
|
166
$47.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
166+ 1.87% |
$26.5K - $41.5K
|
9.05K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
166+ 11.76% |
$26.5K - $41.5K
|
1.58K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
166+ 2.93% |
$26.5K - $41.5K
|
5.84K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
165+ 4.4% |
$26.3K - $41.3K
|
3.92K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
165+ 0.81% |
$26.3K - $41.3K
|
20.6K
$5.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
165+ 47.83% |
$26.3K - $41.3K
|
510
$147K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
164+ 1.47% |
$26.2K - $41K
|
11.3K
$3.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
164+ 1.3% |
$26.2K - $41K
|
12.8K
$3.69M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
163+ 6.47% |
$26K - $40.8K
|
2.68K
$774K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
161+ 0.81% |
$25.7K - $40.3K
|
20.1K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
161+ 3.59% |
$25.7K - $40.3K
|
4.65K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
160+ 15.49% |
$25.5K - $40K
|
1.19K
$344K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
160+ 2.51% |
$25.5K - $40K
|
6.54K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
160+ 2.35% |
$25.5K - $40K
|
6.97K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
160New |
$25.5K - $40K
|
160
$46.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
159+ 0.14% |
$25.4K - $39.8K
|
114K
$32.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
158+ 2.0% |
$25.2K - $39.5K
|
8.08K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
157+ 2.09% |
$25.1K - $39.3K
|
7.68K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
157+ 5.5% |
$25.1K - $39.3K
|
3.01K
$868K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
156+ 2.33% |
$24.9K - $39K
|
6.84K
$1.97M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
155+ 0.85% |
$24.7K - $38.8K
|
18.4K
$5.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
153+ 9.63% |
$24.4K - $38.3K
|
1.74K
$502K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
152+ 3.24% |
$24.3K - $38K
|
4.85K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
152+ 103.4% |
$24.3K - $38K
|
299
$86.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
151+ 6.82% |
$24.1K - $37.8K
|
2.36K
$681K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
150New |
$24K - $37.5K
|
150
$43.2K
|