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 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
386+ 2.99% |
$61.6K - $96.5K
|
13.3K
$3.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
383+ 2.37% |
$61.2K - $95.8K
|
16.5K
$3.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
383+ 15.32% |
$61.2K - $95.8K
|
2.88K
$695K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
370+ 9.79% |
$59.1K - $92.5K
|
4.15K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
356+ 11.26% |
$56.8K - $89K
|
3.52K
$847K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
353+ 14.84% |
$56.4K - $88.3K
|
2.73K
$658K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
343+ 25.52% |
$54.8K - $85.8K
|
1.69K
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
336+ 24.1% |
$53.6K - $84K
|
1.73K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
335+ 6.94% |
$53.5K - $83.8K
|
5.16K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
327+ 3.35% |
$52.2K - $81.8K
|
10.1K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
322+ 6.44% |
$51.4K - $80.5K
|
5.32K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
319+ 24.94% |
$50.9K - $79.8K
|
1.6K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
318+ 6.03% |
$50.8K - $79.5K
|
5.59K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
313+ 2.82% |
$50K - $78.3K
|
11.4K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
311+ 25.47% |
$49.7K - $77.8K
|
1.53K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
307+ 1.02% |
$49K - $76.8K
|
30.3K
$7.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
306+ 14.87% |
$48.9K - $76.5K
|
2.36K
$570K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
303+ 10.59% |
$48.4K - $75.8K
|
3.16K
$762K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
300New |
$47.9K - $75K
|
300
$72.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
294+ 22.95% |
$46.9K - $73.5K
|
1.58K
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
290+ 0.6% |
$46.3K - $72.5K
|
48.4K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
290+ 5.33% |
$46.3K - $72.5K
|
5.73K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
289+ 5.21% |
$46.1K - $72.3K
|
5.84K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
285+ 1.69% |
$45.5K - $71.3K
|
17.1K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
285+ 1.47% |
$45.5K - $71.3K
|
19.7K
$4.75M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
276+ 18.04% |
$44.1K - $69K
|
1.81K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
275+ 4.54% |
$43.9K - $68.8K
|
6.33K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
270+ 18.51% |
$43.1K - $67.5K
|
1.73K
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
265+ 0.52% |
$42.3K - $66.3K
|
51.6K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
256+ 4.6% |
$40.9K - $64K
|
5.82K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
256+ 2.39% |
$40.9K - $64K
|
10.9K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
256+ 3.93% |
$40.9K - $64K
|
6.77K
$1.63M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
251+ 7.86% |
$40.1K - $62.8K
|
3.44K
$830K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
250+ 1.5% |
$39.9K - $62.5K
|
16.9K
$4.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
244+ 2.57% |
$39K - $61K
|
9.75K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
241+ 0.63% |
$38.5K - $60.3K
|
38.7K
$9.33M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
240+ 41.38% |
$38.3K - $60K
|
820
$198K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
238+ 9.77% |
$38K - $59.5K
|
2.68K
$644K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
237+ 1.17% |
$37.8K - $59.3K
|
20.5K
$4.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
234+ 1.29% |
$37.4K - $58.5K
|
18.4K
$4.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
232+ 9.09% |
$37K - $58K
|
2.78K
$671K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
230+ 0.57% |
$36.7K - $57.5K
|
40.4K
$9.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
227+ 11.16% |
$36.2K - $56.8K
|
2.26K
$545K
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
226+ 12.49% |
$36.1K - $56.5K
|
2.04K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
225+ 0.92% |
$35.9K - $56.3K
|
24.6K
$5.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
224+ 10.99% |
$35.8K - $56K
|
2.26K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
223+ 1.4% |
$35.6K - $55.8K
|
16.1K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
217+ 3.69% |
$34.6K - $54.3K
|
6.09K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
215+ 5.4% |
$34.3K - $53.8K
|
4.2K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
214+ 1.85% |
$34.2K - $53.5K
|
11.8K
$2.84M
|