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 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.21KNew |
$194K - $304K
|
1.21K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.21K+ 6.27% |
$193K - $303K
|
20.5K
$4.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
1.2KNew |
$192K - $301K
|
1.2K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.2KNew |
$192K - $300K
|
1.2K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.2K+ 2.35% |
$191K - $299K
|
52.1K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.19K+ 6.8% |
$191K - $299K
|
18.7K
$4.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.18KNew |
$189K - $296K
|
1.18K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.18K+ 36.82% |
$188K - $295K
|
4.38K
$969K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.16K+ 5.75% |
$185K - $289K
|
21.3K
$4.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.14K+ 6.12% |
$182K - $285K
|
19.7K
$4.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 14.13% |
$181K - $284K
|
9.17K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.14KNew |
$181K - $284K
|
1.14K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.13KNew |
$181K - $283K
|
1.13K
$250K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.13KNew |
$180K - $282K
|
1.13K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.12K+ 17.19% |
$179K - $280K
|
7.64K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
1.12K+ 4.11% |
$179K - $280K
|
28.4K
$6.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.11KNew |
$177K - $277K
|
1.11K
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.11K+ 1.36% |
$177K - $277K
|
82.4K
$18.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.11KNew |
$176K - $276K
|
1.11K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.1KNew |
$176K - $276K
|
1.1K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.1KNew |
$175K - $274K
|
1.1K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
1.09K+ 4.77% |
$174K - $273K
|
24K
$5.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.09KNew |
$174K - $273K
|
1.09K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
1.09KNew |
$174K - $273K
|
1.09K
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.09KNew |
$174K - $273K
|
1.09K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
1.09KNew |
$174K - $272K
|
1.09K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
1.09KNew |
$174K - $272K
|
1.09K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.09KNew |
$173K - $271K
|
1.09K
$240K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.08K+ 98.55% |
$173K - $271K
|
2.18K
$483K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
1.08KNew |
$173K - $271K
|
1.08K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.08KNew |
$173K - $271K
|
1.08K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.08KNew |
$173K - $271K
|
1.08K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.08K+ 8.28% |
$173K - $271K
|
14.2K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Barton Investment Management
|
BUY
|
- |
1.08KNew |
$172K - $269K
|
1.08K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
1.07K+ 2.52% |
$171K - $268K
|
43.7K
$9.66M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.07KNew |
$171K - $267K
|
1.07K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.07K+ 26.37% |
$170K - $267K
|
5.11K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
1.06K+ 9.66% |
$170K - $266K
|
12.1K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.06KNew |
$169K - $265K
|
1.06K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.06KNew |
$169K - $265K
|
1.06K
$235K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.06KNew |
$169K - $264K
|
1.06K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
1.06KNew |
$169K - $264K
|
1.06K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
1.05KNew |
$168K - $264K
|
1.05K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.05KNew |
$168K - $263K
|
1.05K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.05KNew |
$167K - $262K
|
1.05K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.05KNew |
$167K - $261K
|
1.05K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.04KNew |
$166K - $260K
|
1.04K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.04KNew |
$166K - $260K
|
1.04K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.04K+ 7.63% |
$166K - $260K
|
14.6K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.03KNew |
$164K - $258K
|
1.03K
$228K
|