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 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-17- 0.95% |
$17.8K - $23.9K
|
1.77K
$290K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-17- 4.97% |
$17.8K - $23.9K
|
325
$53.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-18- 6.47% |
$18.9K - $25.3K
|
260
$42.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-18- 0.55% |
$18.9K - $25.3K
|
3.25K
$534K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-18- 0.44% |
$18.9K - $25.3K
|
4.09K
$671K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-18- 1.21% |
$18.9K - $25.3K
|
1.47K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-18- 2.25% |
$18.9K - $25.3K
|
781
$128K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18- 0.07% |
$18.9K - $25.3K
|
27.1K
$4.46M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-18- 0.68% |
$18.9K - $25.3K
|
2.64K
$433K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-19- 1.3% |
$19.9K - $26.7K
|
1.45K
$237K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-19- 1.83% |
$19.9K - $26.7K
|
1.02K
$168K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-19- 0.51% |
$19.9K - $26.7K
|
3.68K
$605K
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-19- 2.2% |
$19.9K - $26.7K
|
844
$139K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-19- 1.71% |
$19.9K - $26.7K
|
1.09K
$179K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-19- 13.87% |
$19.9K - $26.7K
|
118
$19.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-20- 7.66% |
$21K - $28.1K
|
241
$39.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-20- 3.91% |
$21K - $28.1K
|
492
$80.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-20- 11.11% |
$21K - $28.1K
|
160
$26.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-20- 4.44% |
$21K - $28.1K
|
430
$70.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-20- 5.32% |
$21K - $28.1K
|
356
$58.5K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-20- 2.35% |
$21K - $28.1K
|
832
$137K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-20- 0.58% |
$21K - $28.1K
|
3.44K
$565K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-20- 0.73% |
$21K - $28.1K
|
2.73K
$448K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-20- 2.18% |
$21K - $28.1K
|
896
$147K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-20- 1.72% |
$21K - $28.1K
|
1.14K
$187K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-21- 58.33% |
$22K - $29.5K
|
15
$2.46K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-21- 1.25% |
$22K - $29.5K
|
1.66K
$273K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-21- 25.3% |
$22K - $29.5K
|
62
$10.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-21- 0.5% |
$22K - $29.5K
|
4.17K
$685K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-21- 7.22% |
$22K - $29.5K
|
270
$44.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-22- 0.21% |
$23.1K - $31K
|
10.7K
$1.75M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-22- 1.41% |
$23.1K - $31K
|
1.54K
$253K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-22- 7.77% |
$23.1K - $31K
|
261
$42.9K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-22- 25.58% |
$23.1K - $31K
|
64
$10.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-23- 8.55% |
$24.1K - $32.4K
|
246
$40.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-23- 4.94% |
$24.1K - $32.4K
|
443
$72.8K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 19.49% |
$24.1K - $32.4K
|
95
$15.6K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-23- 3.43% |
$24.1K - $32.4K
|
648
$106K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-23- 9.91% |
$24.1K - $32.4K
|
209
$34.3K
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-23- 0.46% |
$24.1K - $32.4K
|
4.95K
$813K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-24- 0.66% |
$25.2K - $33.8K
|
3.61K
$593K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-24- 60.0% |
$25.2K - $33.8K
|
16
$2.63K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-24- 1.9% |
$25.2K - $33.8K
|
1.24K
$203K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-24- 18.75% |
$25.2K - $33.8K
|
104
$17.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-24- 6.28% |
$25.2K - $33.8K
|
358
$58.8K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-24- 6.15% |
$25.2K - $33.8K
|
366
$60.1K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-24- 1.12% |
$25.2K - $33.8K
|
2.11K
$347K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-25- 2.3% |
$26.2K - $35.2K
|
1.06K
$174K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-25- 0.03% |
$26.2K - $35.2K
|
88.3K
$14.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
SELL
|
- |
-26- 0.33% |
$27.3K - $36.6K
|
7.87K
$1.29M
|