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
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
144+ 2.15% |
$151K - $203K
|
6.85K
$1.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
143+ 20.66% |
$150K - $201K
|
835
$137K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
143+ 20.55% |
$150K - $201K
|
839
$138K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
143+ 7.81% |
$150K - $201K
|
1.98K
$324K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
143+ 9.26% |
$150K - $201K
|
1.69K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
141+ 15.0% |
$148K - $198K
|
1.08K
$178K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
141+ 16.61% |
$148K - $198K
|
990
$163K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
140+ 0.64% |
$147K - $197K
|
22K
$3.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
139+ 2.13% |
$146K - $196K
|
6.68K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
139+ 23.05% |
$146K - $196K
|
742
$122K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
138+ 0.95% |
$145K - $194K
|
14.7K
$2.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
137+ 9.89% |
$144K - $193K
|
1.52K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
137+ 30.65% |
$144K - $193K
|
584
$95.9K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
137+ 9.68% |
$144K - $193K
|
1.55K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
135+ 6.91% |
$142K - $190K
|
2.09K
$343K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
135+ 9.51% |
$142K - $190K
|
1.56K
$255K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
134New |
$141K - $189K
|
134
$22K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
133+ 25.05% |
$140K - $187K
|
664
$109K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
132+ 35.48% |
$138K - $186K
|
504
$82.8K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
131+ 1.08% |
$137K - $184K
|
12.3K
$2.01M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
130+ 12.15% |
$136K - $183K
|
1.2K
$197K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
129+ 50.59% |
$135K - $182K
|
384
$63.1K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
129+ 10.4% |
$135K - $182K
|
1.37K
$225K
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
128New |
$134K - $180K
|
128
$21K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
127+ 12.54% |
$133K - $179K
|
1.14K
$187K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
126+ 1.76% |
$132K - $177K
|
7.28K
$1.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
125+ 8.59% |
$131K - $176K
|
1.58K
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
125+ 24.51% |
$131K - $176K
|
635
$104K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
125+ 2.84% |
$131K - $176K
|
4.52K
$742K
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
125+ 37.76% |
$131K - $176K
|
456
$74.9K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
124New |
$130K - $174K
|
124
$20.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
123+ 30.67% |
$129K - $173K
|
524
$86.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
120+ 14.71% |
$126K - $169K
|
936
$154K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
120+ 1.64% |
$126K - $169K
|
7.42K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
120+ 300.0% |
$126K - $169K
|
160
$26.3K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
119New |
$125K - $167K
|
119
$19.5K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
118+ 8.5% |
$124K - $166K
|
1.51K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
118+ 3.33% |
$124K - $166K
|
3.66K
$602K
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
117+ 0.59% |
$123K - $165K
|
19.8K
$3.26M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
117+ 4.91% |
$123K - $165K
|
2.5K
$411K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
116+ 23.77% |
$122K - $163K
|
604
$99.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
115+ 22.42% |
$121K - $162K
|
628
$103K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
115+ 17.24% |
$121K - $162K
|
782
$128K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
114+ 4.47% |
$120K - $160K
|
2.66K
$437K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
113+ 2.36% |
$119K - $159K
|
4.91K
$806K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
113+ 3.85% |
$119K - $159K
|
3.05K
$501K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
111+ 18.17% |
$116K - $156K
|
722
$119K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
111+ 57.51% |
$116K - $156K
|
304
$49.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
110+ 39.57% |
$115K - $155K
|
388
$63.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
110+ 27.09% |
$115K - $155K
|
516
$84.7K
|