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
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.22K+ 36.58% |
$355K - $556K
|
8.3K
$1.84M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.2K+ 60.15% |
$351K - $549K
|
5.85K
$1.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
2.19K+ 31.33% |
$350K - $548K
|
9.18K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.19KNew |
$350K - $547K
|
2.19K
$484K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.19K+ 18.69% |
$349K - $547K
|
13.9K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.18KNew |
$348K - $544K
|
2.18K
$482K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2.16K+ 55.03% |
$345K - $540K
|
6.09K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.13KNew |
$340K - $533K
|
2.13K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.13K+ 1.31% |
$339K - $532K
|
165K
$36.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.12KNew |
$339K - $530K
|
2.12K
$469K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.1K+ 17.25% |
$336K - $526K
|
14.3K
$3.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
2.07K+ 900.0% |
$331K - $518K
|
2.3K
$509K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.07K+ 10.71% |
$330K - $517K
|
21.4K
$4.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
2.04KNew |
$326K - $510K
|
2.04K
$451K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.04K+ 7.12% |
$325K - $509K
|
30.6K
$6.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.03K+ 5.58% |
$324K - $508K
|
38.4K
$8.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
2.03KNew |
$324K - $507K
|
2.03K
$449K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.02K+ 6.12% |
$323K - $505K
|
35K
$7.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
2.02KNew |
$323K - $505K
|
2.02K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.02K+ 3.18% |
$322K - $504K
|
65.4K
$14.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.01K+ 11.01% |
$321K - $502K
|
20.3K
$4.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.01K+ 171.37% |
$320K - $501K
|
3.18K
$703K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.95KNew |
$312K - $488K
|
1.95K
$432K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.93K+ 2.25% |
$308K - $482K
|
87.6K
$19.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.93K+ 7.57% |
$308K - $482K
|
27.4K
$6.06M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.92K+ 1.59% |
$307K - $480K
|
122K
$27.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
1.9KNew |
$303K - $475K
|
1.9K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
BUY
|
- |
1.85KNew |
$296K - $463K
|
1.85K
$410K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.83K+ 46.11% |
$293K - $458K
|
5.81K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.83K+ 2.98% |
$293K - $458K
|
63.3K
$14M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.83KNew |
$292K - $458K
|
1.83K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.83K+ 30.81% |
$292K - $457K
|
7.75K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.82K+ 5.83% |
$290K - $454K
|
32.9K
$7.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.81KNew |
$289K - $452K
|
1.81K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1.8KNew |
$288K - $451K
|
1.8K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
1.8K+ 147.7% |
$287K - $450K
|
3.02K
$668K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.79KNew |
$286K - $448K
|
1.79K
$396K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.79K+ 10.09% |
$285K - $447K
|
19.5K
$4.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.79K+ 13.84% |
$285K - $446K
|
14.7K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.78KNew |
$285K - $446K
|
1.78K
$395K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.77K+ 6.21% |
$283K - $443K
|
30.3K
$6.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.74K+ 21.75% |
$278K - $436K
|
9.76K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.74K+ 7.18% |
$277K - $434K
|
25.9K
$5.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.72K+ 6.86% |
$275K - $430K
|
26.8K
$5.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.69K+ 3.48% |
$270K - $423K
|
50.3K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
1.69K+ 6.78% |
$270K - $423K
|
26.6K
$5.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.65K+ 6.92% |
$264K - $413K
|
25.5K
$5.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.64KNew |
$262K - $411K
|
1.64K
$363K
|
|
|
Jan 23, 2025
Q4 2024
|
Defender Capital, Llc.
|
BUY
|
- |
1.62KNew |
$259K - $406K
|
1.62K
$359K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.61K+ 5.9% |
$258K - $404K
|
29K
$6.41M
|