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 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
23+ 0.87% |
$24.1K - $32.4K
|
2.66K
$438K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
23+ 9.31% |
$24.1K - $32.4K
|
270
$44.5K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
23+ 1.38% |
$24.1K - $32.4K
|
1.69K
$278K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
23+ 2.5% |
$24.1K - $32.4K
|
943
$155K
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
23+ 1.12% |
$24.1K - $32.4K
|
2.07K
$341K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
23+ 3.56% |
$24.1K - $32.4K
|
669
$110K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22New |
$23.1K - $31K
|
22
$3.62K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
22+ 6.2% |
$23.1K - $31K
|
377
$62.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
22+ 1.83% |
$23.1K - $31K
|
1.22K
$201K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
22+ 5.98% |
$23.1K - $31K
|
390
$64.2K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
22+ 4.07% |
$23.1K - $31K
|
563
$92.7K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
22+ 11.83% |
$23.1K - $31K
|
208
$34.3K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
21+ 29.17% |
$22K - $29.5K
|
93
$15.3K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
21+ 3.08% |
$22K - $29.5K
|
702
$116K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
21+ 6.34% |
$22K - $29.5K
|
352
$58K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
21+ 2.88% |
$22K - $29.5K
|
751
$124K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
21+ 3.75% |
$22K - $29.5K
|
581
$95.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
20+ 8.97% |
$21K - $28.1K
|
243
$40K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20+ 48.78% |
$21K - $28.1K
|
61
$10K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20+ 3.61% |
$21K - $28.1K
|
574
$94.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20+ 32.26% |
$21K - $28.1K
|
82
$13.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
20+ 5.83% |
$21K - $28.1K
|
363
$59.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
20+ 0.81% |
$21K - $28.1K
|
2.49K
$410K
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
20+ 1.63% |
$21K - $28.1K
|
1.25K
$206K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
20+ 1.6% |
$21K - $28.1K
|
1.27K
$209K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
20+ 3.45% |
$21K - $28.1K
|
599
$98.7K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
20+ 9.66% |
$21K - $28.1K
|
227
$37.4K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
20+ 2.7% |
$21K - $28.1K
|
762
$126K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
20+ 2.38% |
$21K - $28.1K
|
862
$142K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
19+ 7.79% |
$19.9K - $26.7K
|
263
$43.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
19+ 9.79% |
$19.9K - $26.7K
|
213
$35.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
19+ 0.7% |
$19.9K - $26.7K
|
2.74K
$452K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
19+ 1.83% |
$19.9K - $26.7K
|
1.06K
$174K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
19+ 2.06% |
$19.9K - $26.7K
|
940
$155K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
19+ 10.5% |
$19.9K - $26.7K
|
200
$32.9K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
19+ 0.76% |
$19.9K - $26.7K
|
2.51K
$414K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
19+ 2.98% |
$19.9K - $26.7K
|
656
$108K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
19+ 6.44% |
$19.9K - $26.7K
|
314
$51.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
18+ 0.52% |
$18.9K - $25.3K
|
3.5K
$577K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
18+ 3.05% |
$18.9K - $25.3K
|
609
$100K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
18+ 8.29% |
$18.9K - $25.3K
|
235
$38.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
18+ 1.78% |
$18.9K - $25.3K
|
1.03K
$170K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
17+ 11.41% |
$17.8K - $23.9K
|
166
$27.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
17+ 5.03% |
$17.8K - $23.9K
|
355
$58.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
17+ 6.03% |
$17.8K - $23.9K
|
299
$49.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
17+ 8.59% |
$17.8K - $23.9K
|
215
$35.4K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
17+ 3.0% |
$17.8K - $23.9K
|
583
$96K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
17+ 0.17% |
$17.8K - $23.9K
|
9.82K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
17+ 242.86% |
$17.8K - $23.9K
|
24
$3.95K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
17New |
$17.8K - $23.9K
|
17
$2.8K
|