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 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
16+ 0.1% |
$16.8K - $22.5K
|
16.7K
$2.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
16+ 3.64% |
$16.8K - $22.5K
|
456
$74.9K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
16+ 8.65% |
$16.8K - $22.5K
|
201
$33K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
16+ 5.35% |
$16.8K - $22.5K
|
315
$51.7K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16+ 0.04% |
$16.8K - $22.5K
|
42.6K
$7M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16+ 2.39% |
$16.8K - $22.5K
|
685
$112K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
16+ 0.17% |
$16.8K - $22.5K
|
9.7K
$1.59M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
16New |
$16.8K - $22.5K
|
16
$2.63K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
15New |
$15.7K - $21.1K
|
15
$2.46K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
15+ 2.79% |
$15.7K - $21.1K
|
552
$90.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
15+ 0.34% |
$15.7K - $21.1K
|
4.47K
$734K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 3.07% |
$15.7K - $21.1K
|
503
$82.6K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15New |
$15.7K - $21.1K
|
15
$2.46K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
15+ 2.73% |
$15.7K - $21.1K
|
564
$92.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
14+ 2.16% |
$14.7K - $19.7K
|
661
$109K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
14+ 2.74% |
$14.7K - $19.7K
|
525
$86.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
14+ 2.28% |
$14.7K - $19.7K
|
628
$103K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
14+ 5.76% |
$14.7K - $19.7K
|
257
$42.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
14+ 7.65% |
$14.7K - $19.7K
|
197
$32.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 0.47% |
$14.7K - $19.7K
|
2.98K
$490K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
14+ 2.82% |
$14.7K - $19.7K
|
511
$83.9K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
14+ 3.0% |
$14.7K - $19.7K
|
481
$79K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 9.09% |
$14.7K - $19.7K
|
168
$27.6K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
14+ 7.07% |
$14.7K - $19.7K
|
212
$34.8K
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
14+ 1.01% |
$14.7K - $19.7K
|
1.41K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14+ 17.28% |
$14.7K - $19.7K
|
95
$15.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13+ 0.15% |
$13.6K - $18.3K
|
8.41K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 0.9% |
$13.6K - $18.3K
|
1.46K
$240K
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
13+ 1.1% |
$13.6K - $18.3K
|
1.2K
$197K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13+ 40.63% |
$13.6K - $18.3K
|
45
$7.39K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
12+ 5.61% |
$12.6K - $16.9K
|
226
$37.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
12+ 3.38% |
$12.6K - $16.9K
|
367
$60.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
12+ 2.96% |
$12.6K - $16.9K
|
417
$68.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
12+ 0.28% |
$12.6K - $16.9K
|
4.33K
$711K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.96% |
$12.6K - $16.9K
|
1.26K
$206K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
12+ 0.32% |
$12.6K - $16.9K
|
3.76K
$618K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
11+ 10.48% |
$11.5K - $15.5K
|
116
$19.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11+ 1.09% |
$11.5K - $15.5K
|
1.02K
$168K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
11+ 4.2% |
$11.5K - $15.5K
|
273
$44.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
11+ 4.37% |
$11.5K - $15.5K
|
263
$43.2K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
11+ 2.31% |
$11.5K - $15.5K
|
487
$80K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
11+ 2.0% |
$11.5K - $15.5K
|
561
$92.1K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
11+ 1.41% |
$11.5K - $15.5K
|
790
$130K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11+ 2.38% |
$11.5K - $15.5K
|
474
$77.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
10+ 2.42% |
$10.5K - $14.1K
|
424
$69.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
10+ 4.41% |
$10.5K - $14.1K
|
237
$38.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
10+ 5.32% |
$10.5K - $14.1K
|
198
$32.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10+ 2.98% |
$10.5K - $14.1K
|
346
$56.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
10+ 4.52% |
$10.5K - $14.1K
|
231
$37.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
10+ 0.09% |
$10.5K - $14.1K
|
11.7K
$1.92M
|