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 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
69+ 8.72% |
$72.4K - $97.1K
|
860
$141K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
69+ 1.02% |
$72.4K - $97.1K
|
6.85K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
68+ 1.38% |
$71.3K - $95.7K
|
5K
$822K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
68+ 19.48% |
$71.3K - $95.7K
|
417
$68.5K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
68+ 8.89% |
$71.3K - $95.7K
|
833
$137K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
68+ 3.9% |
$71.3K - $95.7K
|
1.81K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
67+ 26.69% |
$70.3K - $94.3K
|
318
$52.2K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
66+ 0.29% |
$69.2K - $92.9K
|
22.7K
$3.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
65+ 590.91% |
$68.2K - $91.5K
|
76
$12.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
65+ 1.19% |
$68.2K - $91.5K
|
5.54K
$909K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
64+ 25.2% |
$67.1K - $90K
|
318
$52.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
64+ 32.16% |
$67.1K - $90K
|
263
$43.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
64+ 4.66% |
$67.1K - $90K
|
1.44K
$236K
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
64+ 2.53% |
$67.1K - $90K
|
2.59K
$425K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
64+ 1.63% |
$67.1K - $90K
|
3.99K
$654K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
64+ 14.22% |
$67.1K - $90K
|
514
$84.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
63+ 17.21% |
$66.1K - $88.6K
|
429
$70.5K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
62+ 0.35% |
$65K - $87.2K
|
17.6K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
62+ 7.3% |
$65K - $87.2K
|
911
$150K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
61+ 5.24% |
$64K - $85.8K
|
1.23K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
61+ 21.11% |
$64K - $85.8K
|
350
$57.5K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
61+ 15.76% |
$64K - $85.8K
|
448
$73.6K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
61+ 12.63% |
$64K - $85.8K
|
544
$89.3K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
60+ 3.66% |
$62.9K - $84.4K
|
1.7K
$279K
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
60+ 29.7% |
$62.9K - $84.4K
|
262
$43K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
60+ 3.51% |
$62.9K - $84.4K
|
1.77K
$291K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60+ 0.61% |
$62.9K - $84.4K
|
9.96K
$1.64M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
60+ 5.15% |
$62.9K - $84.4K
|
1.23K
$201K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
60+ 2.21% |
$62.9K - $84.4K
|
2.78K
$456K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
59+ 1.14% |
$61.9K - $83K
|
5.23K
$859K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
BUY
|
- |
59+ 0.63% |
$61.9K - $83K
|
9.47K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
59+ 0.5% |
$61.9K - $83K
|
11.7K
$1.93M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
58+ 13.98% |
$60.8K - $81.6K
|
473
$77.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
58+ 29.0% |
$60.8K - $81.6K
|
258
$42.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
58+ 5.66% |
$60.8K - $81.6K
|
1.08K
$178K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
58+ 21.8% |
$60.8K - $81.6K
|
324
$53.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
58+ 2.2% |
$60.8K - $81.6K
|
2.7K
$443K
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
58+ 10.66% |
$60.8K - $81.6K
|
602
$98.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
58+ 3.18% |
$60.8K - $81.6K
|
1.88K
$309K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
57+ 9.79% |
$59.8K - $80.2K
|
639
$105K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
57+ 17.76% |
$59.8K - $80.2K
|
378
$62.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
57+ 14.69% |
$59.8K - $80.2K
|
445
$73.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
57+ 1.57% |
$59.8K - $80.2K
|
3.7K
$607K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
56+ 15.82% |
$58.7K - $78.8K
|
410
$67.3K
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
BUY
|
- |
56+ 2.88% |
$58.7K - $78.8K
|
2K
$329K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
55+ 15.71% |
$57.7K - $77.4K
|
405
$66.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
54+ 1.85% |
$56.6K - $76K
|
2.98K
$489K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
54+ 1.26% |
$56.6K - $76K
|
4.33K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
54+ 0.63% |
$56.6K - $76K
|
8.57K
$1.41M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
53+ 19.92% |
$55.6K - $74.6K
|
319
$52.4K
|