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 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
165+ 3.37% |
$173K - $232K
|
5.07K
$832K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
164New |
$172K - $231K
|
164
$26.9K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
164+ 23.43% |
$172K - $231K
|
864
$142K
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
163New |
$171K - $229K
|
163
$26.8K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
163New |
$171K - $229K
|
163
$26.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
161+ 7.93% |
$169K - $227K
|
2.19K
$360K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
161New |
$169K - $227K
|
161
$26.4K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
161New |
$169K - $227K
|
161
$26.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
160New |
$168K - $225K
|
160
$26.3K
|
|
|
May 16, 2024
Q1 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
160New |
$168K - $225K
|
160
$26.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
159New |
$167K - $224K
|
159
$26.1K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
159New |
$167K - $224K
|
159
$26.1K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
159+ 19.39% |
$167K - $224K
|
979
$161K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
158+ 31.47% |
$166K - $222K
|
660
$108K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
158New |
$166K - $222K
|
158
$25.9K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
157New |
$165K - $221K
|
157
$25.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
157New |
$165K - $221K
|
157
$25.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
157+ 73.36% |
$165K - $221K
|
371
$60.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
156New |
$164K - $219K
|
156
$25.6K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
155New |
$163K - $218K
|
155
$25.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
155New |
$163K - $218K
|
155
$25.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
155New |
$163K - $218K
|
155
$25.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
155+ 27.19% |
$163K - $218K
|
725
$119K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
155New |
$163K - $218K
|
155
$25.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
BUY
|
- |
155New |
$163K - $218K
|
155
$25.5K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
155New |
$163K - $218K
|
155
$25.5K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
154+ 2.44% |
$162K - $217K
|
6.47K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
154New |
$162K - $217K
|
154
$25.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
153New |
$160K - $215K
|
153
$25.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
153+ 12.79% |
$160K - $215K
|
1.35K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
153New |
$160K - $215K
|
153
$25.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
152+ 14.14% |
$159K - $214K
|
1.23K
$202K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
152+ 10.89% |
$159K - $214K
|
1.55K
$254K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
152New |
$159K - $214K
|
152
$25K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
152New |
$159K - $214K
|
152
$25K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
151New |
$158K - $212K
|
151
$24.8K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
151New |
$158K - $212K
|
151
$24.8K
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
151New |
$158K - $212K
|
151
$24.8K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
150+ 6.19% |
$157K - $211K
|
2.57K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
150+ 15.87% |
$157K - $211K
|
1.1K
$180K
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
150+ 13.27% |
$157K - $211K
|
1.28K
$210K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
149+ 27.9% |
$156K - $210K
|
683
$112K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
148+ 3.12% |
$155K - $208K
|
4.9K
$805K
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
148+ 2.86% |
$155K - $208K
|
5.32K
$873K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
147+ 8.79% |
$154K - $207K
|
1.82K
$299K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
146+ 18.69% |
$153K - $205K
|
927
$152K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
146+ 1.78% |
$153K - $205K
|
8.35K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
144+ 12.91% |
$151K - $203K
|
1.26K
$207K
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
144+ 62.07% |
$151K - $203K
|
376
$61.8K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
144+ 76.19% |
$151K - $203K
|
333
$54.7K
|