Purchases and Sales Made in Q1 2024 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
386+ 2.15% |
$405K - $543K
|
18.3K
$3.01M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
385+ 2.16% |
$404K - $542K
|
18.2K
$2.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
384+ 36.33% |
$403K - $540K
|
1.44K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
380+ 142.86% |
$399K - $535K
|
646
$106K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
379+ 16.03% |
$398K - $533K
|
2.74K
$450K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
378+ 99.47% |
$397K - $532K
|
758
$124K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
377+ 15.07% |
$395K - $530K
|
2.88K
$473K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
376+ 2.43% |
$394K - $529K
|
15.9K
$2.6M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
372+ 196.83% |
$390K - $523K
|
561
$92.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
371New |
$389K - $522K
|
371
$60.9K
|
|
|
May 15, 2024
Q1 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
370+ 136.53% |
$388K - $521K
|
641
$105K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
369+ 32.6% |
$387K - $519K
|
1.5K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
367New |
$385K - $516K
|
367
$60.3K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
366+ 53.43% |
$384K - $515K
|
1.05K
$173K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
364+ 30.08% |
$382K - $512K
|
1.57K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
361New |
$379K - $508K
|
361
$59.3K
|
|
|
May 15, 2024
Q1 2024
|
Cavalry Management Group, LLC
San Francisco, CA |
BUY
|
- |
361New |
$379K - $508K
|
361
$59.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
360+ 16.23% |
$378K - $507K
|
2.58K
$423K
|
|
|
May 09, 2024
Q1 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
359+ 13.2% |
$377K - $505K
|
3.08K
$506K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
358+ 7.58% |
$376K - $504K
|
5.08K
$834K
|
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
357New |
$374K - $502K
|
357
$58.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
353New |
$370K - $497K
|
353
$58K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
351New |
$368K - $494K
|
351
$57.6K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
350+ 112.18% |
$367K - $492K
|
662
$109K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
350New |
$367K - $492K
|
350
$57.5K
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
BUY
|
- |
350New |
$367K - $492K
|
350
$57.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
349+ 98.59% |
$366K - $491K
|
703
$115K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
346+ 50.14% |
$363K - $487K
|
1.04K
$170K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
345New |
$362K - $485K
|
345
$56.7K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
344+ 11.54% |
$361K - $484K
|
3.33K
$546K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
342+ 24.62% |
$359K - $481K
|
1.73K
$284K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
341+ 30.67% |
$358K - $480K
|
1.45K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
339+ 67.4% |
$356K - $477K
|
842
$138K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
338+ 4.18% |
$355K - $476K
|
8.43K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
335+ 0.37% |
$351K - $471K
|
91K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
335+ 34.79% |
$351K - $471K
|
1.3K
$213K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
331+ 122.59% |
$347K - $466K
|
601
$98.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
330+ 6.26% |
$346K - $464K
|
5.6K
$919K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
328New |
$344K - $461K
|
328
$53.9K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
327+ 3.61% |
$343K - $460K
|
9.39K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
327+ 1.24% |
$343K - $460K
|
26.7K
$4.38M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
325+ 29.52% |
$341K - $457K
|
1.43K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
324+ 5.59% |
$340K - $456K
|
6.13K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
315+ 1.31% |
$330K - $443K
|
24.3K
$4M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
311+ 98.11% |
$326K - $438K
|
628
$103K
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
310New |
$325K - $436K
|
310
$50.9K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
309New |
$324K - $435K
|
309
$50.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
308New |
$323K - $433K
|
308
$50.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
307+ 7.12% |
$322K - $432K
|
4.62K
$759K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
306New |
$321K - $431K
|
306
$50.3K
|