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 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
110+ 35.48% |
$115K - $155K
|
420
$69K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
110+ 45.83% |
$115K - $155K
|
350
$57.5K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
109+ 26.2% |
$114K - $153K
|
525
$86.2K
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
109+ 1.17% |
$114K - $153K
|
9.45K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
108+ 5.23% |
$113K - $152K
|
2.17K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
108+ 0.54% |
$113K - $152K
|
20.1K
$3.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
107+ 10.62% |
$112K - $151K
|
1.12K
$183K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
106+ 4.52% |
$111K - $149K
|
2.45K
$402K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
105+ 27.2% |
$110K - $148K
|
491
$80.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
105+ 40.7% |
$110K - $148K
|
363
$59.6K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
105+ 8.71% |
$110K - $148K
|
1.31K
$215K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
104+ 14.86% |
$109K - $146K
|
804
$132K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
104+ 3.37% |
$109K - $146K
|
3.19K
$524K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
103+ 24.7% |
$108K - $145K
|
520
$85.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
103+ 11.84% |
$108K - $145K
|
973
$160K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
103+ 45.98% |
$108K - $145K
|
327
$53.7K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
103+ 34.68% |
$108K - $145K
|
400
$65.7K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
102+ 7.46% |
$107K - $144K
|
1.47K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
102+ 17.65% |
$107K - $144K
|
680
$112K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
102New |
$107K - $144K
|
102
$16.8K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
101+ 7.73% |
$106K - $142K
|
1.41K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
100New |
$105K - $141K
|
100
$16.4K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
100New |
$105K - $141K
|
100
$16.4K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
100+ 2.37% |
$105K - $141K
|
4.32K
$709K
|
|
|
May 10, 2024
Q1 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
100+ 28.57% |
$105K - $141K
|
450
$73.9K
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100+ 13.4% |
$105K - $141K
|
846
$139K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
99New |
$104K - $139K
|
99
$16.3K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
98+ 39.2% |
$103K - $138K
|
348
$57.2K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
98+ 25.32% |
$103K - $138K
|
485
$79.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
97+ 4.31% |
$102K - $136K
|
2.35K
$386K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
97+ 21.41% |
$102K - $136K
|
550
$90.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
97+ 13.88% |
$102K - $136K
|
796
$131K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
97+ 15.67% |
$102K - $136K
|
716
$118K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
95+ 2.45% |
$99.7K - $134K
|
3.98K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
95+ 4.68% |
$99.7K - $134K
|
2.12K
$349K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
94+ 6.06% |
$98.6K - $132K
|
1.64K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
94+ 30.72% |
$98.6K - $132K
|
400
$65.7K
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
94+ 4.2% |
$98.6K - $132K
|
2.33K
$383K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
93+ 29.52% |
$97.6K - $131K
|
408
$67K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
93+ 193.75% |
$97.6K - $131K
|
141
$23.2K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
93+ 2.3% |
$97.6K - $131K
|
4.14K
$680K
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
93+ 13.74% |
$97.6K - $131K
|
770
$126K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
93+ 101.09% |
$97.6K - $131K
|
185
$30.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
91+ 12.43% |
$95.5K - $128K
|
823
$135K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
90+ 10.2% |
$94.4K - $127K
|
972
$160K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
90+ 8.73% |
$94.4K - $127K
|
1.12K
$184K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
90+ 5.5% |
$94.4K - $127K
|
1.73K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
90+ 3.76% |
$94.4K - $127K
|
2.49K
$408K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
89+ 4.38% |
$93.4K - $125K
|
2.12K
$348K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
89+ 1.42% |
$93.4K - $125K
|
6.35K
$1.04M
|