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
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
40+ 0.3% |
$42K - $56.3K
|
13.2K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.03% |
$42K - $56.3K
|
2.01K
$331K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
39+ 7.12% |
$40.9K - $54.9K
|
587
$96.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
39+ 11.5% |
$40.9K - $54.9K
|
378
$62.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
39+ 7.91% |
$40.9K - $54.9K
|
532
$87.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
39+ 2.95% |
$40.9K - $54.9K
|
1.36K
$224K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
39+ 21.79% |
$40.9K - $54.9K
|
218
$35.8K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
39+ 22.54% |
$40.9K - $54.9K
|
212
$34.8K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
39+ 1.49% |
$40.9K - $54.9K
|
2.67K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
39+ 44.32% |
$40.9K - $54.9K
|
127
$20.9K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
38+ 2.51% |
$39.9K - $53.5K
|
1.55K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
38+ 2.43% |
$39.9K - $53.5K
|
1.6K
$263K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
38+ 11.73% |
$39.9K - $53.5K
|
362
$59.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Green Alpha Advisors, LLC
|
BUY
|
- |
37+ 3.06% |
$38.8K - $52.1K
|
1.25K
$205K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
37+ 0.85% |
$38.8K - $52.1K
|
4.4K
$723K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
37+ 3.78% |
$38.8K - $52.1K
|
1.02K
$167K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
37+ 2.35% |
$38.8K - $52.1K
|
1.61K
$265K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
37+ 1.59% |
$38.8K - $52.1K
|
2.36K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
37+ 17.21% |
$38.8K - $52.1K
|
252
$41.4K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
36+ 0.61% |
$37.8K - $50.7K
|
5.96K
$978K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36+ 22.22% |
$37.8K - $50.7K
|
198
$32.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
36+ 7.42% |
$37.8K - $50.7K
|
521
$85.6K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
36+ 18.95% |
$37.8K - $50.7K
|
226
$37.1K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
35+ 1.76% |
$36.7K - $49.2K
|
2.02K
$332K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
35+ 14.29% |
$36.7K - $49.2K
|
280
$46K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
35+ 0.08% |
$36.7K - $49.2K
|
44.9K
$7.37M
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
35+ 1.66% |
$36.7K - $49.2K
|
2.14K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
35+ 89.74% |
$36.7K - $49.2K
|
74
$12.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
34+ 41.98% |
$35.7K - $47.8K
|
115
$18.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
34+ 9.26% |
$35.7K - $47.8K
|
401
$65.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
34+ 11.18% |
$35.7K - $47.8K
|
338
$55.5K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
34+ 6.01% |
$35.7K - $47.8K
|
600
$98.5K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
34+ 13.6% |
$35.7K - $47.8K
|
284
$46.6K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
34+ 8.79% |
$35.7K - $47.8K
|
421
$69.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
33+ 9.91% |
$34.6K - $46.4K
|
366
$60.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
33+ 9.02% |
$34.6K - $46.4K
|
399
$65.5K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
33+ 19.76% |
$34.6K - $46.4K
|
200
$32.8K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
33+ 3.46% |
$34.6K - $46.4K
|
987
$162K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
33+ 16.75% |
$34.6K - $46.4K
|
230
$37.8K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
33+ 13.75% |
$34.6K - $46.4K
|
273
$44.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
32+ 10.06% |
$33.6K - $45K
|
350
$57.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32+ 26.23% |
$33.6K - $45K
|
154
$25.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
32+ 8.6% |
$33.6K - $45K
|
404
$66.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
32+ 800.0% |
$33.6K - $45K
|
36
$5.91K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
31+ 17.03% |
$32.5K - $43.6K
|
213
$35K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
31+ 0.36% |
$32.5K - $43.6K
|
8.69K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
31+ 1.07% |
$32.5K - $43.6K
|
2.92K
$479K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
31+ 4.38% |
$32.5K - $43.6K
|
738
$121K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
31+ 14.22% |
$32.5K - $43.6K
|
249
$40.9K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
31+ 4.98% |
$32.5K - $43.6K
|
654
$107K
|