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 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-68- 10.4% |
$71.3K - $95.7K
|
586
$96.2K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-70- 0.12% |
$73.4K - $98.5K
|
58K
$9.52M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-70- 23.1% |
$73.4K - $98.5K
|
233
$38.3K
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-71- 2.11% |
$74.5K - $99.9K
|
3.29K
$541K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-71- 4.83% |
$74.5K - $99.9K
|
1.4K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-71- 0.41% |
$74.5K - $99.9K
|
17.3K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-71- 28.98% |
$74.5K - $99.9K
|
174
$28.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-72- 7.93% |
$75.5K - $101K
|
836
$137K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-72- 22.29% |
$75.5K - $101K
|
251
$41.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-73- 27.76% |
$76.6K - $103K
|
190
$31.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-74- 25.08% |
$77.6K - $104K
|
221
$36.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-74- 2.96% |
$77.6K - $104K
|
2.43K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-74- 2.88% |
$77.6K - $104K
|
2.49K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-74- 19.22% |
$77.6K - $104K
|
311
$51.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-75- 12.52% |
$78.7K - $106K
|
524
$86.1K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-75- 4.73% |
$78.7K - $106K
|
1.51K
$248K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-75- 4.73% |
$78.7K - $106K
|
1.51K
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-76- 3.89% |
$79.7K - $107K
|
1.88K
$309K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-77- 0.44% |
$80.8K - $108K
|
17.6K
$2.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-77- 4.89% |
$80.8K - $108K
|
1.5K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-77- 1.67% |
$80.8K - $108K
|
4.53K
$745K
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-77- 2.07% |
$80.8K - $108K
|
3.65K
$599K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-78- 7.01% |
$81.8K - $110K
|
1.03K
$170K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-78- 3.25% |
$81.8K - $110K
|
2.32K
$381K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-78- 4.26% |
$81.8K - $110K
|
1.75K
$288K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-78- 20.42% |
$81.8K - $110K
|
304
$49.9K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-78- 2.81% |
$81.8K - $110K
|
2.69K
$442K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-79- 17.95% |
$82.9K - $111K
|
361
$59.3K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-79- 16.36% |
$82.9K - $111K
|
404
$66.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-80- 5.06% |
$83.9K - $113K
|
1.5K
$247K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-82- 14.36% |
$86K - $115K
|
489
$80.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-82- 8.75% |
$86K - $115K
|
855
$140K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-83- 1.06% |
$87.1K - $117K
|
7.74K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-83- 4.89% |
$87.1K - $117K
|
1.61K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-83- 3.57% |
$87.1K - $117K
|
2.24K
$368K
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-84- 27.18% |
$88.1K - $118K
|
225
$37K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-84- 31.82% |
$88.1K - $118K
|
180
$29.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-84- 18.5% |
$88.1K - $118K
|
370
$60.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-84- 16.8% |
$88.1K - $118K
|
416
$68.3K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-85- 4.68% |
$89.2K - $120K
|
1.73K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-85- 1.49% |
$89.2K - $120K
|
5.61K
$921K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-86- 4.53% |
$90.2K - $121K
|
1.81K
$298K
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-86- 3.96% |
$90.2K - $121K
|
2.08K
$342K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-86- 1.05% |
$90.2K - $121K
|
8.09K
$1.33M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-87- 1.71% |
$91.3K - $122K
|
5.01K
$823K
|
|
|
Apr 11, 2024
Q1 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-87- 3.24% |
$91.3K - $122K
|
2.6K
$427K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-87- 1.68% |
$91.3K - $122K
|
5.09K
$836K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-87- 13.81% |
$91.3K - $122K
|
543
$89.2K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-87- 12.25% |
$91.3K - $122K
|
623
$102K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-88- 7.01% |
$92.3K - $124K
|
1.17K
$192K
|