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 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1- 0.55% |
$1.05K - $1.41K
|
181
$29.7K
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1- 0.21% |
$1.05K - $1.41K
|
486
$79.8K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 6.25% |
$1.05K - $1.41K
|
15
$2.46K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.08% |
$1.05K - $1.41K
|
1.2K
$197K
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-2- 0.51% |
$2.1K - $2.81K
|
387
$63.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2- 0.12% |
$2.1K - $2.81K
|
1.71K
$281K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-2- 0.15% |
$2.1K - $2.81K
|
1.3K
$214K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-2- 0.39% |
$2.1K - $2.81K
|
509
$83.6K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-2- 0.05% |
$2.1K - $2.81K
|
4.15K
$682K
|
|
|
May 10, 2024
Q1 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-2- 0.01% |
$2.1K - $2.81K
|
17.8K
$2.92M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2- 0.63% |
$2.1K - $2.81K
|
315
$51.7K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2- 0.29% |
$2.1K - $2.81K
|
684
$112K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-2- 0.46% |
$2.1K - $2.81K
|
431
$70.8K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2- 0.63% |
$2.1K - $2.81K
|
315
$51.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3- 0.79% |
$3.15K - $4.22K
|
375
$61.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-3- 0.87% |
$3.15K - $4.22K
|
343
$56.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3- 1.22% |
$3.15K - $4.22K
|
243
$39.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-3- 0.53% |
$3.15K - $4.22K
|
560
$92K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-3- 1.5% |
$3.15K - $4.22K
|
197
$32.4K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-3- 27.27% |
$3.15K - $4.22K
|
8
$1.31K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3- 0.32% |
$3.15K - $4.22K
|
933
$153K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-4- 1.95% |
$4.2K - $5.63K
|
201
$33K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-4- 44.44% |
$4.2K - $5.63K
|
5
$821
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-4- 1.6% |
$4.2K - $5.63K
|
246
$40.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4- 8.16% |
$4.2K - $5.63K
|
45
$7.39K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-4- 3.81% |
$4.2K - $5.63K
|
101
$16.6K
|
|
|
May 06, 2024
Q1 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-4- 1.85% |
$4.2K - $5.63K
|
212
$34.8K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-4- 0.08% |
$4.2K - $5.63K
|
5.1K
$838K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-4- 1.31% |
$4.2K - $5.63K
|
302
$49.6K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-5- 1.77% |
$5.25K - $7.04K
|
277
$45.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-5- 1.25% |
$5.25K - $7.04K
|
395
$64.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-5- 0.21% |
$5.25K - $7.04K
|
2.4K
$393K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-5- 0.39% |
$5.25K - $7.04K
|
1.28K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-5- 1.82% |
$5.25K - $7.04K
|
270
$44.3K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-5- 0.31% |
$5.25K - $7.04K
|
1.62K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-5- 0.08% |
$5.25K - $7.04K
|
6.15K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.31% |
$5.25K - $7.04K
|
1.61K
$264K
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-5- 1.28% |
$5.25K - $7.04K
|
386
$63.4K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-5- 1.13% |
$5.25K - $7.04K
|
437
$71.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-6- 0.45% |
$6.29K - $8.44K
|
1.32K
$217K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-6- 0.24% |
$6.29K - $8.44K
|
2.47K
$405K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-6- 0.81% |
$6.29K - $8.44K
|
736
$121K
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.52% |
$6.29K - $8.44K
|
1.15K
$188K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-6- 1.15% |
$6.29K - $8.44K
|
517
$84.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6- 0.46% |
$6.29K - $8.44K
|
1.3K
$213K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-6- 1.67% |
$6.29K - $8.44K
|
353
$58K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-6- 0.81% |
$6.29K - $8.44K
|
731
$120K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-6- 3.24% |
$6.29K - $8.44K
|
179
$29.4K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-6- 0.32% |
$6.29K - $8.44K
|
1.87K
$308K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6- 0.47% |
$6.29K - $8.44K
|
1.27K
$208K
|