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 |
|---|---|---|---|---|---|---|---|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-109- 29.07% |
$114K - $153K
|
266
$43.8K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-110- 1.78% |
$115K - $155K
|
6.08K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-110- 18.24% |
$115K - $155K
|
493
$81.2K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-110- 9.14% |
$115K - $155K
|
1.09K
$180K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-111- 1.51% |
$116K - $156K
|
7.22K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-111- 19.89% |
$116K - $156K
|
447
$73.6K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-112- 5.95% |
$117K - $158K
|
1.77K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-112- 4.19% |
$117K - $158K
|
2.56K
$422K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-113- 2.88% |
$119K - $159K
|
3.81K
$627K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-113- 4.15% |
$119K - $159K
|
2.61K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-113- 13.57% |
$119K - $159K
|
720
$119K
|
|
|
Apr 29, 2024
Q1 2024
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-114- 3.44% |
$120K - $160K
|
3.2K
$527K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-116- 4.04% |
$122K - $163K
|
2.75K
$453K
|
|
|
May 13, 2024
Q1 2024
|
Ninepoint Partners LP
|
SELL
|
- |
-116- 15.51% |
$122K - $163K
|
632
$104K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-118- 0.66% |
$124K - $166K
|
17.8K
$2.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-118- 7.88% |
$124K - $166K
|
1.38K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-118- 11.11% |
$124K - $166K
|
944
$156K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-118- 1.11% |
$124K - $166K
|
10.6K
$1.74M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-118- 10.8% |
$124K - $166K
|
975
$161K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-118- 11.91% |
$124K - $166K
|
873
$144K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-118- 8.15% |
$124K - $166K
|
1.33K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-119- 0.87% |
$125K - $167K
|
13.6K
$2.25M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-119- 0.3% |
$125K - $167K
|
39.1K
$6.44M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-119- 21.17% |
$125K - $167K
|
443
$73K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-119- 6.09% |
$125K - $167K
|
1.84K
$302K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-120- 22.18% |
$126K - $169K
|
421
$69.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-120- 2.68% |
$126K - $169K
|
4.36K
$718K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-120- 15.85% |
$126K - $169K
|
637
$105K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-121- 1.16% |
$127K - $170K
|
10.3K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-121- 18.91% |
$127K - $170K
|
519
$85.5K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-122- 0.48% |
$128K - $172K
|
25.2K
$4.15M
|
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-122- 36.31% |
$128K - $172K
|
214
$35.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-123- 3.82% |
$129K - $173K
|
3.09K
$510K
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-125- 24.27% |
$131K - $176K
|
390
$64.2K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-125- 6.17% |
$131K - $176K
|
1.9K
$313K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-126- 22.91% |
$132K - $177K
|
424
$69.8K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-126- 3.61% |
$132K - $177K
|
3.37K
$554K
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-126- 2.91% |
$132K - $177K
|
4.21K
$693K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-127- 7.16% |
$133K - $179K
|
1.65K
$271K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-128- 41.97% |
$134K - $180K
|
177
$29.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-129- 8.51% |
$135K - $182K
|
1.39K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-129- 1.86% |
$135K - $182K
|
6.8K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-129- 4.45% |
$135K - $182K
|
2.77K
$456K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-129- 8.4% |
$135K - $182K
|
1.41K
$232K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-130- 20.12% |
$136K - $183K
|
516
$85K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-130- 1.98% |
$136K - $183K
|
6.44K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-130- 9.03% |
$136K - $183K
|
1.31K
$216K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-131- 3.16% |
$137K - $184K
|
4.02K
$662K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-132- 1.76% |
$138K - $186K
|
7.35K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-132- 1.7% |
$138K - $186K
|
7.64K
$1.26M
|