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 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 2.69% |
$5.25K - $7.04K
|
191
$44.5K
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
5+ 2.46% |
$5.25K - $7.04K
|
208
$48.5K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 1.77% |
$5.25K - $7.04K
|
288
$67.1K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
5+ 0.41% |
$5.25K - $7.04K
|
1.21K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
5+ 11.9% |
$5.25K - $7.04K
|
47
$11K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
5+ 0.82% |
$5.25K - $7.04K
|
615
$143K
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
5+ 0.96% |
$5.25K - $7.04K
|
528
$123K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
5+ 0.87% |
$5.25K - $7.04K
|
582
$136K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
5+ 1.01% |
$5.25K - $7.04K
|
498
$116K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5+ 27.78% |
$5.25K - $7.04K
|
23
$5.36K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 1.5% |
$5.25K - $7.04K
|
339
$79K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
5+ 1.58% |
$5.25K - $7.04K
|
322
$75K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
4+ 0.26% |
$4.2K - $5.63K
|
1.55K
$361K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$4.2K - $5.63K
|
6.44K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4+ 1.0% |
$4.2K - $5.63K
|
405
$94.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
4+ 1.32% |
$4.2K - $5.63K
|
308
$71.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.0% |
$4.2K - $5.63K
|
404
$94.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
4+ 0.15% |
$4.2K - $5.63K
|
2.66K
$619K
|
|
|
Apr 22, 2024
Q1 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4+ 0.47% |
$4.2K - $5.63K
|
862
$201K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 11.76% |
$4.2K - $5.63K
|
38
$8.86K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
4+ 10.26% |
$4.2K - $5.63K
|
43
$10K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
4+ 1.73% |
$4.2K - $5.63K
|
235
$54.8K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
4+ 0.51% |
$4.2K - $5.63K
|
791
$184K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4+ 0.94% |
$4.2K - $5.63K
|
431
$100K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4+ 0.04% |
$4.2K - $5.63K
|
9.54K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 7.55% |
$4.2K - $5.63K
|
57
$13.3K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
4+ 6.9% |
$4.2K - $5.63K
|
62
$14.4K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4+ 1.48% |
$4.2K - $5.63K
|
274
$63.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.13% |
$3.15K - $4.22K
|
2.38K
$554K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.39% |
$3.15K - $4.22K
|
780
$182K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 1.48% |
$3.15K - $4.22K
|
206
$48K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 1.26% |
$3.15K - $4.22K
|
242
$56.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3+ 1.43% |
$3.15K - $4.22K
|
213
$49.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
3+ 0.12% |
$3.15K - $4.22K
|
2.54K
$591K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 1.66% |
$3.15K - $4.22K
|
184
$42.9K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 6.98% |
$3.15K - $4.22K
|
46
$10.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
3+ 1.39% |
$3.15K - $4.22K
|
219
$51K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3+ 1.23% |
$3.15K - $4.22K
|
247
$57.6K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3+ 1.53% |
$3.15K - $4.22K
|
199
$46.4K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
3New |
$3.15K - $4.22K
|
3
$699
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3+ 0.47% |
$3.15K - $4.22K
|
647
$151K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3+ 0.33% |
$3.15K - $4.22K
|
921
$215K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
3+ 0.51% |
$3.15K - $4.22K
|
596
$139K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
3+ 0.95% |
$3.15K - $4.22K
|
320
$74.6K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$3.15K - $4.22K
|
3
$699
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3+ 0.07% |
$3.15K - $4.22K
|
4.3K
$1M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3+ 0.38% |
$3.15K - $4.22K
|
792
$185K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3+ 0.07% |
$3.15K - $4.22K
|
4.2K
$978K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 0.24% |
$3.15K - $4.22K
|
1.24K
$288K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2+ 0.07% |
$2.1K - $2.81K
|
2.95K
$688K
|