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 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
88+ 1.61% |
$92.3K - $124K
|
5.57K
$915K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
87+ 5.84% |
$91.3K - $122K
|
1.58K
$259K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
86+ 5.37% |
$90.2K - $121K
|
1.69K
$277K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
85+ 1.84% |
$89.2K - $120K
|
4.71K
$774K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
85+ 141.67% |
$89.2K - $120K
|
145
$23.8K
|
|
|
May 15, 2024
Q1 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
84+ 0.55% |
$88.1K - $118K
|
15.5K
$2.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
83+ 9.55% |
$87.1K - $117K
|
952
$156K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
83+ 9.43% |
$87.1K - $117K
|
963
$158K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
83+ 22.43% |
$87.1K - $117K
|
453
$74.4K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
83+ 9.55% |
$87.1K - $117K
|
952
$156K
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
82+ 2.06% |
$86K - $115K
|
4.07K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
82+ 1.96% |
$86K - $115K
|
4.27K
$701K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
81+ 1.87% |
$85K - $114K
|
4.42K
$726K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
81+ 1.79% |
$85K - $114K
|
4.61K
$758K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
81+ 41.75% |
$85K - $114K
|
275
$45.2K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
81+ 1.42% |
$85K - $114K
|
5.77K
$948K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
80+ 1.94% |
$83.9K - $113K
|
4.2K
$690K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
80+ 6.86% |
$83.9K - $113K
|
1.25K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.77% |
$83.9K - $113K
|
4.6K
$755K
|
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
79+ 1.86% |
$82.9K - $111K
|
4.32K
$709K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
78+ 5.2% |
$81.8K - $110K
|
1.58K
$259K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
78+ 0.63% |
$81.8K - $110K
|
12.4K
$2.04M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
78+ 1.15% |
$81.8K - $110K
|
6.87K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
78+ 0.89% |
$81.8K - $110K
|
8.89K
$1.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
77+ 9.07% |
$80.8K - $108K
|
926
$152K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
77+ 4.28% |
$80.8K - $108K
|
1.88K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
76+ 36.71% |
$79.7K - $107K
|
283
$46.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
76+ 2.12% |
$79.7K - $107K
|
3.66K
$602K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
76+ 1.28% |
$79.7K - $107K
|
6K
$986K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
76+ 18.49% |
$79.7K - $107K
|
487
$80K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
76+ 9.97% |
$79.7K - $107K
|
838
$138K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
75+ 9.16% |
$78.7K - $106K
|
894
$147K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
75+ 22.12% |
$78.7K - $106K
|
414
$68K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
75+ 4.96% |
$78.7K - $106K
|
1.59K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
74+ 15.45% |
$77.6K - $104K
|
553
$90.8K
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
74+ 15.2% |
$77.6K - $104K
|
561
$92.1K
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
74+ 5.67% |
$77.6K - $104K
|
1.38K
$227K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
73+ 9.4% |
$76.6K - $103K
|
850
$140K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
73+ 17.76% |
$76.6K - $103K
|
484
$79.5K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
72+ 2.23% |
$75.5K - $101K
|
3.3K
$541K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
71+ 16.9% |
$74.5K - $99.9K
|
491
$80.6K
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
71+ 12.1% |
$74.5K - $99.9K
|
658
$108K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
71+ 0.51% |
$74.5K - $99.9K
|
14K
$2.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
70+ 8.11% |
$73.4K - $98.5K
|
933
$153K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
70+ 3.46% |
$73.4K - $98.5K
|
2.09K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
70+ 36.27% |
$73.4K - $98.5K
|
263
$43.2K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
70+ 5.47% |
$73.4K - $98.5K
|
1.35K
$222K
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
70+ 7.15% |
$73.4K - $98.5K
|
1.05K
$172K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
69+ 63.3% |
$72.4K - $97.1K
|
178
$29.2K
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
69+ 2.11% |
$72.4K - $97.1K
|
3.34K
$548K
|