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 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.08KNew |
$173K - $271K
|
1.08K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.08K+ 8.28% |
$173K - $271K
|
14.2K
$3.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
1.07K+ 2.52% |
$171K - $268K
|
43.7K
$10.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.06KNew |
$169K - $265K
|
1.06K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.06KNew |
$169K - $265K
|
1.06K
$255K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.06KNew |
$169K - $264K
|
1.06K
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
1.06KNew |
$169K - $264K
|
1.06K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1.05KNew |
$168K - $264K
|
1.05K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.05KNew |
$167K - $262K
|
1.05K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.05KNew |
$167K - $261K
|
1.05K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.04KNew |
$166K - $260K
|
1.04K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.04K+ 7.63% |
$166K - $260K
|
14.6K
$3.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.03K+ 9.73% |
$164K - $257K
|
11.6K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
1K+ 51.81% |
$160K - $250K
|
2.93K
$706K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1KNew |
$160K - $250K
|
1K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1K+ 22.09% |
$160K - $250K
|
5.53K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
997New |
$159K - $249K
|
997
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
994New |
$159K - $249K
|
994
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
990New |
$158K - $248K
|
990
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
989New |
$158K - $247K
|
989
$238K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
987+ 20.77% |
$158K - $247K
|
5.74K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
979+ 16.82% |
$156K - $245K
|
6.8K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
975New |
$156K - $244K
|
975
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
975New |
$156K - $244K
|
975
$235K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
974+ 8.9% |
$156K - $244K
|
11.9K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
971New |
$155K - $243K
|
971
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
970New |
$155K - $243K
|
970
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
968+ 12.15% |
$155K - $242K
|
8.93K
$2.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
BUY
|
- |
963New |
$154K - $241K
|
963
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
955New |
$152K - $239K
|
955
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
953New |
$152K - $238K
|
953
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
951+ 33.03% |
$152K - $238K
|
3.83K
$923K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
950New |
$152K - $238K
|
950
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
945+ 1.12% |
$151K - $236K
|
85.3K
$20.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
942+ 0.88% |
$150K - $236K
|
108K
$25.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
916New |
$146K - $229K
|
916
$221K
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
911+ 0.57% |
$145K - $228K
|
160K
$38.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
911New |
$145K - $228K
|
911
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
892+ 10.63% |
$142K - $223K
|
9.28K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
890New |
$142K - $223K
|
890
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
886+ 8.34% |
$141K - $222K
|
11.5K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
880New |
$141K - $220K
|
880
$212K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
872+ 3.53% |
$139K - $218K
|
25.5K
$6.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
872New |
$139K - $218K
|
872
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
860New |
$137K - $215K
|
860
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
855+ 6.27% |
$137K - $214K
|
14.5K
$3.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
829+ 14.02% |
$132K - $207K
|
6.74K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
827+ 22.83% |
$132K - $207K
|
4.45K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
822+ 2.35% |
$131K - $206K
|
35.7K
$8.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
800+ 9.57% |
$128K - $200K
|
9.16K
$2.21M
|