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 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-168- 7.16% |
$26.8K - $42K
|
2.18K
$629K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-174- 1.79% |
$27.8K - $43.5K
|
9.53K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-175- 1.31% |
$27.9K - $43.8K
|
13.2K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-175- 12.76% |
$27.9K - $43.8K
|
1.2K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-175- 5.67% |
$27.9K - $43.8K
|
2.91K
$840K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-176- 9.0% |
$28.1K - $44K
|
1.78K
$514K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-177- 1.87% |
$28.3K - $44.3K
|
9.31K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-177- 4.66% |
$28.3K - $44.3K
|
3.62K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-178- 0.69% |
$28.4K - $44.5K
|
25.5K
$7.37M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-178- 2.05% |
$28.4K - $44.5K
|
8.52K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-183- 3.05% |
$29.2K - $45.8K
|
5.82K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-184- 0.37% |
$29.4K - $46K
|
50K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-186- 0.6% |
$29.7K - $46.5K
|
31K
$8.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-187- 0.5% |
$29.9K - $46.8K
|
36.9K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-188- 0.94% |
$30K - $47K
|
19.7K
$5.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-189- 15.39% |
$30.2K - $47.3K
|
1.04K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-189- 0.12% |
$30.2K - $47.3K
|
153K
$44.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-190- 0.57% |
$30.3K - $47.5K
|
33K
$9.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-193- 3.13% |
$30.8K - $48.3K
|
5.97K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-194- 0.37% |
$31K - $48.5K
|
51.6K
$14.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-194- 12.83% |
$31K - $48.5K
|
1.32K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-195- 6.78% |
$31.1K - $48.8K
|
2.68K
$774K
|
|
|
Feb 13, 2025
Q4 2024
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-195- 0.91% |
$31.1K - $48.8K
|
21.2K
$6.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200- 16.18% |
$31.9K - $50K
|
1.04K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-201- 0.19% |
$32.1K - $50.3K
|
105K
$30.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-201- 4.06% |
$32.1K - $50.3K
|
4.75K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-202- 2.27% |
$32.3K - $50.5K
|
8.71K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-203- 7.28% |
$32.4K - $50.8K
|
2.59K
$747K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-203- 7.11% |
$32.4K - $50.8K
|
2.65K
$765K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-207- 0.98% |
$33.1K - $51.8K
|
20.9K
$6.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-207- 9.52% |
$33.1K - $51.8K
|
1.97K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-208- 0.97% |
$33.2K - $52K
|
21.3K
$6.14M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-210- 1.54% |
$33.5K - $52.5K
|
13.4K
$3.88M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-211- 0.65% |
$33.7K - $52.8K
|
32.3K
$9.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-215- 0.11% |
$34.3K - $53.8K
|
190K
$55M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-216- 1.36% |
$34.5K - $54K
|
15.7K
$4.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-217- 9.33% |
$34.6K - $54.3K
|
2.11K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-219- 16.5% |
$35K - $54.8K
|
1.11K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-220- 4.48% |
$35.1K - $55K
|
4.69K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-220- 9.81% |
$35.1K - $55K
|
2.02K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-223- 11.09% |
$35.6K - $55.8K
|
1.79K
$516K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-228- 6.21% |
$36.4K - $57K
|
3.45K
$995K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-228- 16.84% |
$36.4K - $57K
|
1.13K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-229- 13.94% |
$36.6K - $57.3K
|
1.41K
$408K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-230- 0.71% |
$36.7K - $57.5K
|
32.3K
$9.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-230- 5.72% |
$36.7K - $57.5K
|
3.79K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-231- 1.06% |
$36.9K - $57.8K
|
21.5K
$6.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-231- 7.36% |
$36.9K - $57.8K
|
2.91K
$840K
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-234- 13.15% |
$37.4K - $58.5K
|
1.55K
$446K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-235- 12.77% |
$37.5K - $58.8K
|
1.61K
$463K
|