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 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-35- 5.1% |
$36.7K - $49.2K
|
651
$152K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-36- 2.87% |
$37.8K - $50.7K
|
1.22K
$284K
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-36- 0.34% |
$37.8K - $50.7K
|
10.5K
$2.45M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-36- 5.28% |
$37.8K - $50.7K
|
646
$151K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-36- 12.72% |
$37.8K - $50.7K
|
247
$57.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-37- 2.85% |
$38.8K - $52.1K
|
1.26K
$294K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-37- 17.54% |
$38.8K - $52.1K
|
174
$40.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
SELL
|
- |
-37- 0.67% |
$38.8K - $52.1K
|
5.45K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-37- 5.15% |
$38.8K - $52.1K
|
682
$159K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-38- 4.26% |
$39.9K - $53.5K
|
853
$199K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-38- 1.12% |
$39.9K - $53.5K
|
3.36K
$783K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-38- 0.16% |
$39.9K - $53.5K
|
24.3K
$5.67M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-38- 12.88% |
$39.9K - $53.5K
|
257
$59.9K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-38- 13.19% |
$39.9K - $53.5K
|
250
$58.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-39- 6.03% |
$40.9K - $54.9K
|
608
$142K
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-39- 0.58% |
$40.9K - $54.9K
|
6.73K
$1.57M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-40- 12.5% |
$42K - $56.3K
|
280
$65.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-40- 18.6% |
$42K - $56.3K
|
175
$40.8K
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-40- 2.27% |
$42K - $56.3K
|
1.73K
$402K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-41- 4.42% |
$43K - $57.7K
|
887
$207K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-41- 15.41% |
$43K - $57.7K
|
225
$52.4K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-41- 5.58% |
$43K - $57.7K
|
694
$162K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-42- 1.99% |
$44.1K - $59.1K
|
2.07K
$483K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-42- 2.15% |
$44.1K - $59.1K
|
1.92K
$446K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-42- 0.17% |
$44.1K - $59.1K
|
24.7K
$5.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-43- 18.94% |
$45.1K - $60.5K
|
184
$42.9K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-43- 20.98% |
$45.1K - $60.5K
|
162
$37.8K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-43- 2.54% |
$45.1K - $60.5K
|
1.65K
$384K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-43- 10.29% |
$45.1K - $60.5K
|
375
$87.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-44- 2.56% |
$46.2K - $61.9K
|
1.68K
$390K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-44- 4.13% |
$46.2K - $61.9K
|
1.02K
$238K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-44- 15.66% |
$46.2K - $61.9K
|
237
$55.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-45- 2.56% |
$47.2K - $63.3K
|
1.71K
$399K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-45- 9.28% |
$47.2K - $63.3K
|
440
$103K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-45- 13.76% |
$47.2K - $63.3K
|
282
$65.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-45- 12.89% |
$47.2K - $63.3K
|
304
$70.8K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-45- 8.69% |
$47.2K - $63.3K
|
473
$110K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-46- 4.78% |
$48.3K - $64.7K
|
917
$214K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-46- 5.02% |
$48.3K - $64.7K
|
871
$203K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-46- 7.99% |
$48.3K - $64.7K
|
530
$124K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-47- 16.55% |
$49.3K - $66.1K
|
237
$55.2K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-47- 16.21% |
$49.3K - $66.1K
|
243
$56.6K
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-47- 1.79% |
$49.3K - $66.1K
|
2.58K
$602K
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-47- 11.35% |
$49.3K - $66.1K
|
367
$85.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-48- 5.39% |
$50.4K - $67.5K
|
843
$196K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-48- 1.31% |
$50.4K - $67.5K
|
3.61K
$842K
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-48- 11.74% |
$50.4K - $67.5K
|
361
$84.1K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-49- 1.8% |
$51.4K - $68.9K
|
2.67K
$622K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-49- 0.69% |
$51.4K - $68.9K
|
7.09K
$1.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-50- 2.29% |
$52.5K - $70.4K
|
2.13K
$497K
|