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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
181+ 8.51% |
$190K - $255K
|
2.31K
$538K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
180+ 1.25% |
$189K - $253K
|
14.5K
$3.39M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
180New |
$189K - $253K
|
180
$41.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
179New |
$188K - $252K
|
179
$41.7K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
179+ 23.58% |
$188K - $252K
|
938
$219K
|
|
|
Sep 27, 2024
Q1 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
179New |
$188K - $252K
|
179
$41.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
178New |
$187K - $250K
|
178
$41.5K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
178New |
$187K - $250K
|
178
$41.5K
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
178+ 0.82% |
$187K - $250K
|
21.8K
$5.07M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
177New |
$186K - $249K
|
177
$41.2K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
177New |
$186K - $249K
|
177
$41.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
176New |
$185K - $248K
|
176
$41K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
176New |
$185K - $248K
|
176
$41K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
175New |
$184K - $246K
|
175
$40.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
175+ 15.77% |
$184K - $246K
|
1.29K
$299K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
175New |
$184K - $246K
|
175
$40.8K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
175New |
$184K - $246K
|
175
$40.8K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
175+ 37.47% |
$184K - $246K
|
642
$150K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
175New |
$184K - $246K
|
175
$40.8K
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
175New |
$184K - $246K
|
175
$40.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
174New |
$183K - $245K
|
174
$40.5K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
174+ 35.73% |
$183K - $245K
|
661
$154K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
173New |
$181K - $243K
|
173
$40.3K
|
|
|
May 10, 2024
Q1 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
173+ 6.33% |
$181K - $243K
|
2.91K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
173New |
$181K - $243K
|
173
$40.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
172New |
$180K - $242K
|
172
$40.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
172New |
$180K - $242K
|
172
$40.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
172+ 51.96% |
$180K - $242K
|
503
$117K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
172New |
$180K - $242K
|
172
$40.1K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
172+ 38.65% |
$180K - $242K
|
617
$144K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
171New |
$179K - $241K
|
171
$39.8K
|
|
|
May 08, 2024
Q1 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
171+ 4.31% |
$179K - $241K
|
4.14K
$965K
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
171New |
$179K - $241K
|
171
$39.8K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
171+ 11.97% |
$179K - $241K
|
1.6K
$373K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
170+ 92.9% |
$178K - $239K
|
353
$82.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
170New |
$178K - $239K
|
170
$39.6K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
170+ 37.04% |
$178K - $239K
|
629
$147K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
170+ 1888.89% |
$178K - $239K
|
179
$41.7K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
170New |
$178K - $239K
|
170
$39.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
169New |
$177K - $238K
|
169
$39.4K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
169New |
$177K - $238K
|
169
$39.4K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
169+ 15.58% |
$177K - $238K
|
1.25K
$292K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
168New |
$176K - $236K
|
168
$39.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
168+ 8.24% |
$176K - $236K
|
2.21K
$514K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
168New |
$176K - $236K
|
168
$39.2K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
168New |
$176K - $236K
|
168
$39.2K
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
167New |
$175K - $235K
|
167
$38.9K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
166+ 73.13% |
$174K - $234K
|
393
$91.6K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
166New |
$174K - $234K
|
166
$38.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
165+ 78.2% |
$173K - $232K
|
376
$87.6K
|