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 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
10+ 0.84% |
$10.5K - $14.1K
|
1.21K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
10+ 1.01% |
$10.5K - $14.1K
|
996
$164K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
10+ 0.83% |
$10.5K - $14.1K
|
1.21K
$198K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10New |
$10.5K - $14.1K
|
10
$1.64K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 36.0% |
$9.44K - $12.7K
|
34
$5.58K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
9+ 1.22% |
$9.44K - $12.7K
|
746
$123K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 7.09% |
$9.44K - $12.7K
|
136
$22.3K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
9+ 52.94% |
$9.44K - $12.7K
|
26
$4.27K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
9+ 1.33% |
$9.44K - $12.7K
|
686
$113K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
9+ 0.79% |
$9.44K - $12.7K
|
1.15K
$189K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
9+ 3.21% |
$9.44K - $12.7K
|
289
$47.5K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9+ 0.46% |
$9.44K - $12.7K
|
1.98K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
9New |
$9.44K - $12.7K
|
9
$1.48K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9+ 0.62% |
$9.44K - $12.7K
|
1.47K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
8+ 0.7% |
$8.39K - $11.3K
|
1.15K
$189K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 72.73% |
$8.39K - $11.3K
|
19
$3.12K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8+ 3.21% |
$8.39K - $11.3K
|
257
$42.2K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
8+ 0.27% |
$8.39K - $11.3K
|
2.96K
$487K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
8+ 2.01% |
$8.39K - $11.3K
|
407
$66.8K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
8+ 1.25% |
$8.39K - $11.3K
|
648
$106K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8+ 2.3% |
$8.39K - $11.3K
|
356
$58.5K
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
8+ 2.67% |
$8.39K - $11.3K
|
308
$50.6K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
8+ 1.03% |
$8.39K - $11.3K
|
785
$129K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
7+ 1.34% |
$7.34K - $9.85K
|
530
$87K
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
7+ 3.27% |
$7.34K - $9.85K
|
221
$36.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
7+ 0.01% |
$7.34K - $9.85K
|
89.9K
$14.8M
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
7+ 0.16% |
$7.34K - $9.85K
|
4.45K
$731K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7+ 0.24% |
$7.34K - $9.85K
|
2.96K
$485K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
7New |
$7.34K - $9.85K
|
7
$1.15K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 18.75% |
$6.29K - $8.44K
|
38
$6.24K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
6+ 2.5% |
$6.29K - $8.44K
|
246
$40.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6+ 2.49% |
$6.29K - $8.44K
|
247
$40.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6+ 0.3% |
$6.29K - $8.44K
|
1.99K
$327K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
6+ 0.37% |
$6.29K - $8.44K
|
1.62K
$266K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
6+ 19.35% |
$6.29K - $8.44K
|
37
$6.08K
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
6+ 2.5% |
$6.29K - $8.44K
|
246
$40.4K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
6+ 12.24% |
$6.29K - $8.44K
|
55
$9.03K
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
6+ 3.85% |
$6.29K - $8.44K
|
162
$26.6K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 3.24% |
$6.29K - $8.44K
|
191
$31.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
5+ 1.25% |
$5.25K - $7.04K
|
405
$66.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
5+ 1.77% |
$5.25K - $7.04K
|
288
$47.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5+ 0.27% |
$5.25K - $7.04K
|
1.86K
$305K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
5New |
$5.25K - $7.04K
|
5
$821
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 2.69% |
$5.25K - $7.04K
|
191
$31.4K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
5+ 2.46% |
$5.25K - $7.04K
|
208
$34.2K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 1.77% |
$5.25K - $7.04K
|
288
$47.3K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5+ 0.41% |
$5.25K - $7.04K
|
1.21K
$199K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
5+ 11.9% |
$5.25K - $7.04K
|
47
$7.72K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
5+ 0.82% |
$5.25K - $7.04K
|
615
$101K
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
5+ 0.96% |
$5.25K - $7.04K
|
528
$86.7K
|