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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
52+ 8.35% |
$54.5K - $73.2K
|
675
$111K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
52+ 10.32% |
$54.5K - $73.2K
|
556
$91.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
52+ 3.7% |
$54.5K - $73.2K
|
1.46K
$239K
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
52+ 1.22% |
$54.5K - $73.2K
|
4.31K
$708K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
52+ 21.58% |
$54.5K - $73.2K
|
293
$48.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
51+ 10.12% |
$53.5K - $71.8K
|
555
$91.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
51+ 0.74% |
$53.5K - $71.8K
|
6.9K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51+ 0.69% |
$53.5K - $71.8K
|
7.39K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
51+ 16.45% |
$53.5K - $71.8K
|
361
$59.3K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
51+ 7.96% |
$53.5K - $71.8K
|
692
$114K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51+ 1.26% |
$53.5K - $71.8K
|
4.11K
$676K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
50+ 3.88% |
$52.5K - $70.4K
|
1.34K
$220K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
50+ 7.53% |
$52.5K - $70.4K
|
714
$117K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
49+ 8.48% |
$51.4K - $68.9K
|
627
$103K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
49+ 4.12% |
$51.4K - $68.9K
|
1.24K
$203K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
49+ 4.44% |
$51.4K - $68.9K
|
1.15K
$189K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
49+ 3.42% |
$51.4K - $68.9K
|
1.48K
$243K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
48+ 2.43% |
$50.4K - $67.5K
|
2.03K
$333K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
48+ 26.23% |
$50.4K - $67.5K
|
231
$37.9K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
48+ 12.73% |
$50.4K - $67.5K
|
425
$69.8K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
48+ 5.07% |
$50.4K - $67.5K
|
995
$163K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
47+ 4.29% |
$49.3K - $66.1K
|
1.14K
$188K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
47+ 9.51% |
$49.3K - $66.1K
|
541
$88.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
47+ 9.96% |
$49.3K - $66.1K
|
519
$85.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
47+ 6.51% |
$49.3K - $66.1K
|
769
$126K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
47+ 8.66% |
$49.3K - $66.1K
|
590
$96.9K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
47+ 1.79% |
$49.3K - $66.1K
|
2.68K
$439K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
47+ 1.76% |
$49.3K - $66.1K
|
2.72K
$446K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
46+ 22.33% |
$48.3K - $64.7K
|
252
$41.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
46+ 3.16% |
$48.3K - $64.7K
|
1.5K
$247K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
46+ 18.18% |
$48.3K - $64.7K
|
299
$49.1K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
46+ 2.65% |
$48.3K - $64.7K
|
1.78K
$292K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
45+ 0.7% |
$47.2K - $63.3K
|
6.51K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
45+ 15.9% |
$47.2K - $63.3K
|
328
$53.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
44+ 12.32% |
$46.2K - $61.9K
|
401
$65.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
44+ 7.6% |
$46.2K - $61.9K
|
623
$102K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
44+ 3.41% |
$46.2K - $61.9K
|
1.33K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
44+ 4.21% |
$46.2K - $61.9K
|
1.09K
$179K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
44+ 13.75% |
$46.2K - $61.9K
|
364
$59.8K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
44+ 9.76% |
$46.2K - $61.9K
|
495
$81.3K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
43+ 2.55% |
$45.1K - $60.5K
|
1.73K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
43+ 7.23% |
$45.1K - $60.5K
|
638
$105K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
42+ 247.06% |
$44.1K - $59.1K
|
59
$9.69K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
42+ 131.25% |
$44.1K - $59.1K
|
74
$12.2K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
42+ 1.8% |
$44.1K - $59.1K
|
2.37K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
42+ 0.06% |
$44.1K - $59.1K
|
74.9K
$12.3M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
41+ 13.23% |
$43K - $57.7K
|
351
$57.6K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
41+ 4.93% |
$43K - $57.7K
|
873
$143K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
40+ 4000.0% |
$42K - $56.3K
|
41
$6.73K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
40+ 1.16% |
$42K - $56.3K
|
3.5K
$575K
|