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 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-62- 3.02% |
$65K - $87.2K
|
1.99K
$570K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-62- 1.01% |
$65K - $87.2K
|
6.05K
$1.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-63- 11.73% |
$66.1K - $88.6K
|
474
$136K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-63- 0.64% |
$66.1K - $88.6K
|
9.84K
$2.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-64- 14.65% |
$67.1K - $90K
|
373
$107K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-64- 10.6% |
$67.1K - $90K
|
540
$155K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-64- 20.38% |
$67.1K - $90K
|
250
$71.6K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-64- 2.55% |
$67.1K - $90K
|
2.44K
$700K
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-64- 1.91% |
$67.1K - $90K
|
3.29K
$944K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-65- 2.37% |
$68.2K - $91.5K
|
2.68K
$767K
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-65- 32.5% |
$68.2K - $91.5K
|
135
$38.7K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-66- 50.0% |
$69.2K - $92.9K
|
66
$18.9K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-66- 16.75% |
$69.2K - $92.9K
|
328
$94K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-66- 0.84% |
$69.2K - $92.9K
|
7.83K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-66- 30.28% |
$69.2K - $92.9K
|
152
$43.5K
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-66- 32.04% |
$69.2K - $92.9K
|
140
$40.1K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-67- 7.01% |
$70.3K - $94.3K
|
889
$255K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-67- 62.62% |
$70.3K - $94.3K
|
40
$11.5K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-68- 10.4% |
$71.3K - $95.7K
|
586
$168K
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-69- 5.73% |
$72.4K - $97.1K
|
1.14K
$325K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-70- 0.12% |
$73.4K - $98.5K
|
58K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-70- 23.1% |
$73.4K - $98.5K
|
233
$66.7K
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-71- 2.11% |
$74.5K - $99.9K
|
3.29K
$944K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-71- 4.83% |
$74.5K - $99.9K
|
1.4K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-71- 0.41% |
$74.5K - $99.9K
|
17.3K
$4.97M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-71- 28.98% |
$74.5K - $99.9K
|
174
$49.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-72- 7.93% |
$75.5K - $101K
|
836
$239K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-72- 22.29% |
$75.5K - $101K
|
251
$71.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-73- 27.76% |
$76.6K - $103K
|
190
$54.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-74- 25.08% |
$77.6K - $104K
|
221
$63.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-74- 2.96% |
$77.6K - $104K
|
2.43K
$695K
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-74- 2.88% |
$77.6K - $104K
|
2.49K
$714K
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-74- 19.22% |
$77.6K - $104K
|
311
$89.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-75- 12.52% |
$78.7K - $106K
|
524
$150K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-75- 4.73% |
$78.7K - $106K
|
1.51K
$433K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-75- 4.73% |
$78.7K - $106K
|
1.51K
$433K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-76- 3.89% |
$79.7K - $107K
|
1.88K
$538K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-77- 0.44% |
$80.8K - $108K
|
17.6K
$5.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-77- 4.89% |
$80.8K - $108K
|
1.5K
$429K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-77- 1.67% |
$80.8K - $108K
|
4.53K
$1.3M
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
SELL
|
- |
-77- 2.07% |
$80.8K - $108K
|
3.65K
$1.05M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-78- 7.01% |
$81.8K - $110K
|
1.03K
$296K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-78- 3.25% |
$81.8K - $110K
|
2.32K
$665K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-78- 4.26% |
$81.8K - $110K
|
1.75K
$502K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-78- 20.42% |
$81.8K - $110K
|
304
$87.1K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-78- 2.81% |
$81.8K - $110K
|
2.69K
$771K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-79- 17.95% |
$82.9K - $111K
|
361
$103K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-79- 16.36% |
$82.9K - $111K
|
404
$116K
|
|
|
Apr 12, 2024
Q1 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-80- 5.06% |
$83.9K - $113K
|
1.5K
$430K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-82- 14.36% |
$86K - $115K
|
489
$140K
|