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 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-393- 1.71% |
$62.8K - $98.3K
|
22.6K
$6.51M
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-394- 14.27% |
$62.9K - $98.5K
|
2.37K
$684K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-395- 1.19% |
$63.1K - $98.8K
|
32.7K
$9.44M
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-396- 26.68% |
$63.2K - $99K
|
1.09K
$314K
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-396- 13.02% |
$63.2K - $99K
|
2.65K
$764K
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-400- 1.48% |
$63.9K - $100K
|
26.6K
$7.68M
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-403- 2.27% |
$64.3K - $101K
|
17.3K
$5M
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-405- 0.68% |
$64.7K - $101K
|
59K
$17M
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-405- 6.39% |
$64.7K - $101K
|
5.93K
$1.71M
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-405- 20.91% |
$64.7K - $101K
|
1.53K
$442K
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-408- 0.5% |
$65.1K - $102K
|
80.6K
$23.3M
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-413- 22.69% |
$65.9K - $103K
|
1.41K
$406K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-416- 1.24% |
$66.4K - $104K
|
33K
$9.53M
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-417- 15.8% |
$66.6K - $104K
|
2.22K
$642K
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-420- 0.11% |
$67.1K - $105K
|
371K
$107M
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-421- 9.1% |
$67.2K - $105K
|
4.21K
$1.21M
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-421- 6.43% |
$67.2K - $105K
|
6.13K
$1.77M
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-424- 1.87% |
$67.7K - $106K
|
22.3K
$6.44M
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-424- 0.45% |
$67.7K - $106K
|
93.3K
$26.9M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-424- 2.63% |
$67.7K - $106K
|
15.7K
$4.54M
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-424- 4.41% |
$67.7K - $106K
|
9.19K
$2.65M
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-428- 40.45% |
$68.3K - $107K
|
630
$182K
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-433- 7.23% |
$69.1K - $108K
|
5.56K
$1.6M
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-434- 1.51% |
$69.3K - $109K
|
28.3K
$8.16M
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-435- 15.0% |
$69.5K - $109K
|
2.47K
$712K
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-435- 19.36% |
$69.5K - $109K
|
1.81K
$523K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-437- 6.05% |
$69.8K - $109K
|
6.79K
$1.96M
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-441- 16.64% |
$70.4K - $110K
|
2.21K
$638K
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-443- 2.7% |
$70.7K - $111K
|
15.9K
$4.6M
|
|
Feb 14, 2025
Q4 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-443- 31.0% |
$70.7K - $111K
|
986
$285K
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-445- 4.54% |
$71.1K - $111K
|
9.36K
$2.7M
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-445- 1.04% |
$71.1K - $111K
|
42.2K
$12.2M
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-447- 2.12% |
$71.4K - $112K
|
20.7K
$5.97M
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-450- 6.92% |
$71.9K - $113K
|
6.05K
$1.75M
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-450- 15.36% |
$71.9K - $113K
|
2.48K
$716K
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-453- 14.85% |
$72.3K - $113K
|
2.6K
$750K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-458- 3.32% |
$73.1K - $115K
|
13.3K
$3.85M
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-458- 2.81% |
$73.1K - $115K
|
15.8K
$4.57M
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-458- 4.04% |
$73.1K - $115K
|
10.9K
$3.14M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-460- 0.78% |
$73.4K - $115K
|
58.4K
$16.8M
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-462- 1.79% |
$73.8K - $116K
|
25.4K
$7.33M
|
|
Feb 13, 2025
Q4 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-464- 1.48% |
$74.1K - $116K
|
30.9K
$8.93M
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-465- 0.94% |
$74.2K - $116K
|
49.2K
$14.2M
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-466- 2.81% |
$74.4K - $117K
|
16.1K
$4.65M
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-470- 18.45% |
$75K - $118K
|
2.08K
$600K
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-470- 6.17% |
$75K - $118K
|
7.15K
$2.07M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-470- 8.95% |
$75K - $118K
|
4.78K
$1.38M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-477- 7.83% |
$76.2K - $119K
|
5.61K
$1.62M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-485- 1.09% |
$77.4K - $121K
|
44.1K
$12.7M
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-495- 19.8% |
$79K - $124K
|
2.01K
$579K
|