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 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-5.82K- 21.54% |
$929K - $1.46M
|
21.2K
$4.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.86K- 2.75% |
$936K - $1.47M
|
207K
$48.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.9K- 0.45% |
$941K - $1.47M
|
1.29M
$301M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-5.92K- 6.43% |
$945K - $1.48M
|
86.1K
$20.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.97K- 2.06% |
$953K - $1.49M
|
284K
$66.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-5.97K- 27.22% |
$954K - $1.49M
|
16K
$3.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-6.01K- 1.39% |
$959K - $1.5M
|
427K
$99.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-6.02K- 58.8% |
$960K - $1.5M
|
4.22K
$982K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-6.03K- 52.26% |
$963K - $1.51M
|
5.51K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.05K- 4.54% |
$966K - $1.51M
|
127K
$29.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-6.08K- 2.22% |
$971K - $1.52M
|
267K
$62.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-6.12K- 6.34% |
$978K - $1.53M
|
90.5K
$21.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.14K- 79.23% |
$980K - $1.53M
|
1.61K
$375K
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-6.21K- 9.13% |
$991K - $1.55M
|
61.8K
$14.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-6.21K- 1.78% |
$992K - $1.55M
|
343K
$79.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-6.29K- 36.94% |
$1M - $1.57M
|
10.7K
$2.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-6.32K- 10.34% |
$1.01M - $1.58M
|
54.8K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-6.37K- 11.91% |
$1.02M - $1.59M
|
47.1K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6.37K- 98.36% |
$1.02M - $1.59M
|
106
$24.7K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-6.4K- 2.65% |
$1.02M - $1.6M
|
235K
$54.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-6.41K- 45.15% |
$1.02M - $1.6M
|
7.79K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-6.42K- 6.62% |
$1.03M - $1.61M
|
90.6K
$21.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.43K- 10.08% |
$1.03M - $1.61M
|
57.3K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-6.43K- 2.5% |
$1.03M - $1.61M
|
251K
$58.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6.52K- 3.66% |
$1.04M - $1.63M
|
172K
$40M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-6.64K- 8.38% |
$1.06M - $1.66M
|
72.6K
$16.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.68K- 0.23% |
$1.07M - $1.67M
|
2.94M
$685M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-6.74K- 29.59% |
$1.08M - $1.69M
|
16K
$3.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-6.74K- 2.48% |
$1.08M - $1.69M
|
265K
$61.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-6.8K- 39.98% |
$1.08M - $1.7M
|
10.2K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-6.91K- 76.29% |
$1.1M - $1.73M
|
2.15K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-6.92K- 2.82% |
$1.11M - $1.73M
|
238K
$55.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.93K- 15.12% |
$1.11M - $1.73M
|
38.9K
$9.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-7.04K- 5.62% |
$1.12M - $1.76M
|
118K
$27.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7.07K- 4.0% |
$1.13M - $1.77M
|
170K
$39.5M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.1K- 1.01% |
$1.13M - $1.78M
|
699K
$163M
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-7.11K- 8.67% |
$1.14M - $1.78M
|
74.9K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-7.13K- 5.38% |
$1.14M - $1.78M
|
125K
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.17K- 12.87% |
$1.14M - $1.79M
|
48.5K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.36K- 45.16% |
$1.17M - $1.84M
|
8.93K
$2.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-7.37K- 2.0% |
$1.18M - $1.84M
|
360K
$84M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-7.44K- 1.89% |
$1.19M - $1.86M
|
385K
$89.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.48K- 7.07% |
$1.19M - $1.87M
|
98.3K
$22.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7.52K- 32.36% |
$1.2M - $1.88M
|
15.7K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-7.54K- 3.85% |
$1.2M - $1.88M
|
188K
$43.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-7.54K- 16.8% |
$1.2M - $1.89M
|
37.4K
$8.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-7.56K- 95.09% |
$1.21M - $1.89M
|
390
$90.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-7.67K- 10.91% |
$1.22M - $1.92M
|
62.6K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
SELL
|
- |
-7.7K- 87.13% |
$1.23M - $1.93M
|
1.14K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-7.74K- 5.01% |
$1.24M - $1.93M
|
147K
$34.2M
|