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 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-88- 7.01% |
$92.3K - $124K
|
1.17K
$192K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-88- 20.37% |
$92.3K - $124K
|
344
$56.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-88- 3.37% |
$92.3K - $124K
|
2.52K
$415K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-88- 5.73% |
$92.3K - $124K
|
1.45K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-89- 8.68% |
$93.4K - $125K
|
936
$154K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-90- 7.43% |
$94.4K - $127K
|
1.12K
$185K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-90- 7.78% |
$94.4K - $127K
|
1.07K
$176K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-91- 11.32% |
$95.5K - $128K
|
713
$117K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-92- 18.74% |
$96.5K - $129K
|
399
$65.7K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-92- 2.02% |
$96.5K - $129K
|
4.47K
$736K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-93- 4.99% |
$97.6K - $131K
|
1.77K
$292K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-93- 6.51% |
$97.6K - $131K
|
1.34K
$220K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-93- 3.94% |
$97.6K - $131K
|
2.27K
$373K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-93- 10.93% |
$97.6K - $131K
|
758
$125K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-93- 12.69% |
$97.6K - $131K
|
640
$105K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-93- 23.79% |
$97.6K - $131K
|
298
$49.1K
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-95- 13.49% |
$99.7K - $134K
|
609
$100K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-98- 6.31% |
$103K - $138K
|
1.46K
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-98- 1.71% |
$103K - $138K
|
5.62K
$926K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-98- 6.25% |
$103K - $138K
|
1.47K
$242K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-99- 9.19% |
$104K - $139K
|
978
$161K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-100- 12.95% |
$105K - $141K
|
672
$111K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
SELL
|
- |
-100- 24.39% |
$105K - $141K
|
310
$51.1K
|
|
|
May 10, 2024
Q1 2024
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-100- 7.15% |
$105K - $141K
|
1.3K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-100- 1.02% |
$105K - $141K
|
9.74K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-100- 28.57% |
$105K - $141K
|
250
$41.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-101- 7.54% |
$106K - $142K
|
1.24K
$204K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-101- 10.19% |
$106K - $142K
|
890
$147K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-101- 5.28% |
$106K - $142K
|
1.81K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-101- 6.73% |
$106K - $142K
|
1.4K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-101- 3.35% |
$106K - $142K
|
2.92K
$480K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-102- 30.0% |
$107K - $144K
|
238
$39.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-102- 10.93% |
$107K - $144K
|
831
$137K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-102- 3.56% |
$107K - $144K
|
2.76K
$455K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-102- 6.83% |
$107K - $144K
|
1.39K
$229K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-102- 30.91% |
$107K - $144K
|
228
$37.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-103- 16.89% |
$108K - $145K
|
507
$83.5K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-103- 1.94% |
$108K - $145K
|
5.2K
$857K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-105- 24.19% |
$110K - $148K
|
329
$54.2K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-105- 3.75% |
$110K - $148K
|
2.69K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-105- 9.69% |
$110K - $148K
|
979
$161K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-106- 3.18% |
$111K - $149K
|
3.23K
$532K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-106- 22.8% |
$111K - $149K
|
359
$59.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-107- 1.88% |
$112K - $151K
|
5.58K
$919K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-107- 1.14% |
$112K - $151K
|
9.24K
$1.52M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-107- 14.64% |
$112K - $151K
|
624
$103K
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-107- 0.13% |
$112K - $151K
|
81.5K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-108- 1.85% |
$113K - $152K
|
5.74K
$945K
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-109- 12.87% |
$114K - $153K
|
738
$122K
|
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-109- 29.07% |
$114K - $153K
|
266
$43.8K
|