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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
257+ 6.19% |
$270K - $362K
|
4.41K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
257New |
$270K - $362K
|
257
$59.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
256+ 22.56% |
$269K - $360K
|
1.39K
$324K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
256New |
$269K - $360K
|
256
$59.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
255New |
$267K - $359K
|
255
$59.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
254+ 1.62% |
$266K - $357K
|
15.9K
$3.7M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
253+ 25.07% |
$265K - $356K
|
1.26K
$294K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
253+ 7.78% |
$265K - $356K
|
3.51K
$817K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
252New |
$264K - $355K
|
252
$58.7K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
252New |
$264K - $355K
|
252
$58.7K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
251New |
$263K - $353K
|
251
$58.5K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
251+ 13.69% |
$263K - $353K
|
2.09K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
251New |
$263K - $353K
|
251
$58.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
250+ 29.66% |
$262K - $352K
|
1.09K
$255K
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
250New |
$262K - $352K
|
250
$58.3K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
249+ 64.34% |
$261K - $350K
|
636
$148K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
247+ 11.76% |
$259K - $348K
|
2.35K
$547K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
245+ 22.64% |
$257K - $345K
|
1.33K
$309K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
244+ 5.59% |
$256K - $343K
|
4.61K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
243+ 47.28% |
$255K - $342K
|
757
$176K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
242+ 97.98% |
$254K - $340K
|
489
$114K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
242New |
$254K - $340K
|
242
$56.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
238New |
$250K - $335K
|
238
$55.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
238+ 7.58% |
$250K - $335K
|
3.38K
$787K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
237+ 0.71% |
$249K - $333K
|
33.7K
$7.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
236New |
$248K - $332K
|
236
$55K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
236New |
$248K - $332K
|
236
$55K
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
235+ 33.91% |
$247K - $331K
|
928
$216K
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
235New |
$247K - $331K
|
235
$54.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
232New |
$243K - $326K
|
232
$54.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
231+ 5.91% |
$242K - $325K
|
4.14K
$965K
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
230New |
$241K - $324K
|
230
$53.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
230+ 1.52% |
$241K - $324K
|
15.4K
$3.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
230New |
$241K - $324K
|
230
$53.6K
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
230+ 13.4% |
$241K - $324K
|
1.95K
$454K
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
BUY
|
- |
230New |
$241K - $324K
|
230
$53.6K
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
230+ 12.04% |
$241K - $324K
|
2.14K
$499K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
229New |
$240K - $322K
|
229
$53.4K
|
|
|
May 14, 2024
Q1 2024
|
Stansberry Asset Management, LLC
New York, NY |
BUY
|
- |
228New |
$239K - $321K
|
228
$53.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
227New |
$238K - $319K
|
227
$52.9K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
227+ 17.08% |
$238K - $319K
|
1.56K
$363K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
226+ 9.29% |
$237K - $318K
|
2.66K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
225+ 4.76% |
$236K - $317K
|
4.95K
$1.15M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
224New |
$235K - $315K
|
224
$52.2K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
223New |
$234K - $314K
|
223
$52K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
222+ 13.81% |
$233K - $312K
|
1.83K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
222New |
$233K - $312K
|
222
$51.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
221+ 4.52% |
$232K - $311K
|
5.11K
$1.19M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
221New |
$232K - $311K
|
221
$51.5K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
219+ 8.41% |
$230K - $308K
|
2.82K
$658K
|