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
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
31+ 310.0% |
$32.5K - $43.6K
|
41
$6.73K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
30+ 0.65% |
$31.5K - $42.2K
|
4.67K
$767K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
30+ 40.0% |
$31.5K - $42.2K
|
105
$17.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
30+ 37.97% |
$31.5K - $42.2K
|
109
$17.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
30+ 3.91% |
$31.5K - $42.2K
|
797
$131K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30+ 0.71% |
$31.5K - $42.2K
|
4.27K
$701K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
30+ 0.28% |
$31.5K - $42.2K
|
10.7K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
30+ 34.88% |
$31.5K - $42.2K
|
116
$19.1K
|
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
30New |
$31.5K - $42.2K
|
30
$4.93K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
30+ 3.66% |
$31.5K - $42.2K
|
849
$139K
|
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
29+ 2.04% |
$30.4K - $40.8K
|
1.45K
$238K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
29+ 5.04% |
$30.4K - $40.8K
|
604
$99.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
29+ 3.27% |
$30.4K - $40.8K
|
917
$151K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
29+ 6.44% |
$30.4K - $40.8K
|
479
$78.7K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
29+ 2.06% |
$30.4K - $40.8K
|
1.44K
$236K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
28+ 11.76% |
$29.4K - $39.4K
|
266
$43.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
28New |
$29.4K - $39.4K
|
28
$4.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
28+ 4.12% |
$29.4K - $39.4K
|
708
$116K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
28+ 4.43% |
$29.4K - $39.4K
|
660
$108K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
28+ 2.16% |
$29.4K - $39.4K
|
1.32K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
28+ 1.2% |
$29.4K - $39.4K
|
2.37K
$389K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
27+ 1.75% |
$28.3K - $38K
|
1.57K
$258K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
27New |
$28.3K - $38K
|
27
$4.43K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27+ 10.84% |
$28.3K - $38K
|
276
$45.3K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
27+ 3.84% |
$28.3K - $38K
|
731
$120K
|
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
27+ 47.37% |
$28.3K - $38K
|
84
$13.8K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
27+ 4.95% |
$28.3K - $38K
|
573
$94.1K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27+ 1.2% |
$28.3K - $38K
|
2.28K
$375K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
26+ 3.65% |
$27.3K - $36.6K
|
738
$121K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
26+ 0.53% |
$27.3K - $36.6K
|
4.93K
$809K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26+ 104.0% |
$27.3K - $36.6K
|
51
$8.38K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
26+ 144.44% |
$27.3K - $36.6K
|
44
$7.23K
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
26+ 1.57% |
$27.3K - $36.6K
|
1.68K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
26+ 40.0% |
$27.3K - $36.6K
|
91
$14.9K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
26+ 5.39% |
$27.3K - $36.6K
|
508
$83.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
25+ 11.11% |
$26.2K - $35.2K
|
250
$41.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
25+ 13.51% |
$26.2K - $35.2K
|
210
$34.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25+ 52.08% |
$26.2K - $35.2K
|
73
$12K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
25+ 1.93% |
$26.2K - $35.2K
|
1.32K
$217K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
25+ 2.58% |
$26.2K - $35.2K
|
994
$163K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
25+ 7.99% |
$26.2K - $35.2K
|
338
$55.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
24+ 1.33% |
$25.2K - $33.8K
|
1.82K
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
24+ 6.4% |
$25.2K - $33.8K
|
399
$65.5K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
24+ 13.19% |
$25.2K - $33.8K
|
206
$33.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
24+ 11.59% |
$25.2K - $33.8K
|
231
$37.9K
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.77% |
$25.2K - $33.8K
|
3.13K
$514K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 8.28% |
$25.2K - $33.8K
|
314
$51.6K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
24+ 0.79% |
$25.2K - $33.8K
|
3.05K
$500K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
24+ 0.68% |
$25.2K - $33.8K
|
3.56K
$585K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
23+ 0.87% |
$24.1K - $32.4K
|
2.66K
$437K
|