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
|
Emerald Advisors, LLC
|
SELL
|
- |
-82- 8.75% |
$86K - $115K
|
855
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-83- 1.06% |
$87.1K - $117K
|
7.74K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-83- 4.89% |
$87.1K - $117K
|
1.61K
$462K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-83- 3.57% |
$87.1K - $117K
|
2.24K
$642K
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-84- 27.18% |
$88.1K - $118K
|
225
$64.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-84- 31.82% |
$88.1K - $118K
|
180
$51.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-84- 18.5% |
$88.1K - $118K
|
370
$106K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-84- 16.8% |
$88.1K - $118K
|
416
$119K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-85- 4.68% |
$89.2K - $120K
|
1.73K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-85- 1.49% |
$89.2K - $120K
|
5.61K
$1.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-86- 4.53% |
$90.2K - $121K
|
1.81K
$519K
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-86- 3.96% |
$90.2K - $121K
|
2.08K
$597K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-86- 1.05% |
$90.2K - $121K
|
8.09K
$2.32M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-87- 1.71% |
$91.3K - $122K
|
5.01K
$1.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-87- 3.24% |
$91.3K - $122K
|
2.6K
$744K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-87- 1.68% |
$91.3K - $122K
|
5.09K
$1.46M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-87- 13.81% |
$91.3K - $122K
|
543
$156K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-87- 12.25% |
$91.3K - $122K
|
623
$178K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-88- 7.01% |
$92.3K - $124K
|
1.17K
$334K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-88- 20.37% |
$92.3K - $124K
|
344
$98.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-88- 3.37% |
$92.3K - $124K
|
2.52K
$722K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-88- 5.73% |
$92.3K - $124K
|
1.45K
$415K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-89- 8.68% |
$93.4K - $125K
|
936
$268K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-90- 7.43% |
$94.4K - $127K
|
1.12K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-90- 7.78% |
$94.4K - $127K
|
1.07K
$306K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-91- 11.32% |
$95.5K - $128K
|
713
$204K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-92- 18.74% |
$96.5K - $129K
|
399
$114K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-92- 2.02% |
$96.5K - $129K
|
4.47K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-93- 4.99% |
$97.6K - $131K
|
1.77K
$507K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-93- 6.51% |
$97.6K - $131K
|
1.34K
$383K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-93- 3.94% |
$97.6K - $131K
|
2.27K
$649K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-93- 10.93% |
$97.6K - $131K
|
758
$217K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-93- 12.69% |
$97.6K - $131K
|
640
$183K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-93- 23.79% |
$97.6K - $131K
|
298
$85.4K
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-95- 13.49% |
$99.7K - $134K
|
609
$174K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-98- 6.31% |
$103K - $138K
|
1.46K
$417K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-98- 1.71% |
$103K - $138K
|
5.62K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-98- 6.25% |
$103K - $138K
|
1.47K
$421K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-99- 9.19% |
$104K - $139K
|
978
$280K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-100- 12.95% |
$105K - $141K
|
672
$192K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-100- 24.39% |
$105K - $141K
|
310
$88.8K
|
|
|
May 10, 2024
Q1 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-100- 7.15% |
$105K - $141K
|
1.3K
$372K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-100- 1.02% |
$105K - $141K
|
9.74K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-100- 28.57% |
$105K - $141K
|
250
$71.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-101- 7.54% |
$106K - $142K
|
1.24K
$355K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-101- 10.19% |
$106K - $142K
|
890
$255K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-101- 5.28% |
$106K - $142K
|
1.81K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-101- 6.73% |
$106K - $142K
|
1.4K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-101- 3.35% |
$106K - $142K
|
2.92K
$835K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-102- 30.0% |
$107K - $144K
|
238
$68.2K
|