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 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-345- 1.63% |
$55.1K - $86.3K
|
20.8K
$4.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-350- 2.13% |
$55.9K - $87.5K
|
16.1K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-350- 7.85% |
$55.9K - $87.5K
|
4.11K
$940K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-351- 3.04% |
$56K - $87.8K
|
11.2K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-356- 3.97% |
$56.8K - $89K
|
8.61K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-356- 6.37% |
$56.8K - $89K
|
5.23K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-358- 4.02% |
$57.2K - $89.5K
|
8.55K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-366- 3.51% |
$58.4K - $91.5K
|
10.1K
$2.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-373- 8.82% |
$59.6K - $93.3K
|
3.85K
$882K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-375- 7.55% |
$59.9K - $93.8K
|
4.59K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-375- 12.98% |
$59.9K - $93.8K
|
2.52K
$575K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-376- 16.82% |
$60K - $94K
|
1.86K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-377- 0.33% |
$60.2K - $94.3K
|
112K
$25.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-378- 3.42% |
$60.4K - $94.5K
|
10.7K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-378- 15.12% |
$60.4K - $94.5K
|
2.12K
$485K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-380- 10.45% |
$60.7K - $95K
|
3.26K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-380- 42.22% |
$60.7K - $95K
|
520
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-385- 3.27% |
$61.5K - $96.3K
|
11.4K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-386- 1.3% |
$61.6K - $96.5K
|
29.4K
$6.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-389- 0.99% |
$62.1K - $97.3K
|
38.7K
$8.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-389- 0.87% |
$62.1K - $97.3K
|
44.1K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-393- 1.71% |
$62.8K - $98.3K
|
22.6K
$5.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-394- 14.27% |
$62.9K - $98.5K
|
2.37K
$542K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-395- 1.19% |
$63.1K - $98.8K
|
32.7K
$7.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-396- 26.68% |
$63.2K - $99K
|
1.09K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-396- 13.02% |
$63.2K - $99K
|
2.65K
$605K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-400- 1.48% |
$63.9K - $100K
|
26.6K
$6.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-403- 2.27% |
$64.3K - $101K
|
17.3K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-405- 0.68% |
$64.7K - $101K
|
59K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-405- 6.39% |
$64.7K - $101K
|
5.93K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-405- 20.91% |
$64.7K - $101K
|
1.53K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-408- 0.5% |
$65.1K - $102K
|
80.6K
$18.4M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-413- 22.69% |
$65.9K - $103K
|
1.41K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-416- 1.24% |
$66.4K - $104K
|
33K
$7.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-417- 15.8% |
$66.6K - $104K
|
2.22K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-420- 0.11% |
$67.1K - $105K
|
371K
$84.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-421- 9.1% |
$67.2K - $105K
|
4.21K
$962K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-421- 6.43% |
$67.2K - $105K
|
6.13K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-424- 1.87% |
$67.7K - $106K
|
22.3K
$5.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-424- 0.45% |
$67.7K - $106K
|
93.3K
$21.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-424- 2.63% |
$67.7K - $106K
|
15.7K
$3.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-424- 4.41% |
$67.7K - $106K
|
9.19K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-428- 40.45% |
$68.3K - $107K
|
630
$144K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-433- 7.23% |
$69.1K - $108K
|
5.56K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-434- 1.51% |
$69.3K - $109K
|
28.3K
$6.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-435- 15.0% |
$69.5K - $109K
|
2.47K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-435- 19.36% |
$69.5K - $109K
|
1.81K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-437- 6.05% |
$69.8K - $109K
|
6.79K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-441- 16.64% |
$70.4K - $110K
|
2.21K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-443- 2.7% |
$70.7K - $111K
|
15.9K
$3.65M
|