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 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-123- 3.82% |
$129K - $173K
|
3.09K
$886K
|
|
|
May 08, 2024
Q1 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-125- 24.27% |
$131K - $176K
|
390
$112K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-125- 6.17% |
$131K - $176K
|
1.9K
$545K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-125- 88.65% |
$131K - $176K
|
16
$4.58K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-126- 22.91% |
$132K - $177K
|
424
$121K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-126- 3.61% |
$132K - $177K
|
3.37K
$964K
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-126- 2.91% |
$132K - $177K
|
4.21K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-127- 7.16% |
$133K - $179K
|
1.65K
$472K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-128- 41.97% |
$134K - $180K
|
177
$50.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-129- 8.51% |
$135K - $182K
|
1.39K
$397K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-129- 1.86% |
$135K - $182K
|
6.8K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-129- 4.45% |
$135K - $182K
|
2.77K
$793K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-129- 8.4% |
$135K - $182K
|
1.41K
$403K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-130- 20.12% |
$136K - $183K
|
516
$148K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-130- 1.98% |
$136K - $183K
|
6.44K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-130- 9.03% |
$136K - $183K
|
1.31K
$375K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-131- 3.16% |
$137K - $184K
|
4.02K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-132- 1.76% |
$138K - $186K
|
7.35K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-132- 1.7% |
$138K - $186K
|
7.64K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-133- 38.22% |
$140K - $187K
|
215
$61.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-135- 18.99% |
$142K - $190K
|
576
$165K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-135- 1.95% |
$142K - $190K
|
6.79K
$1.95M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-136- 2.29% |
$143K - $191K
|
5.79K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
SELL
|
- |
-136- 19.71% |
$143K - $191K
|
554
$159K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-137- 35.77% |
$144K - $193K
|
246
$70.5K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-137- 6.64% |
$144K - $193K
|
1.93K
$552K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-140- 32.63% |
$147K - $197K
|
289
$82.8K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-141- 30.39% |
$148K - $198K
|
323
$92.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-142- 15.9% |
$149K - $200K
|
751
$215K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-142- 25.91% |
$149K - $200K
|
406
$116K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-143- 5.09% |
$150K - $201K
|
2.66K
$763K
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-145- 4.78% |
$152K - $204K
|
2.89K
$828K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-147- 4.21% |
$154K - $207K
|
3.35K
$959K
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-147- 2.65% |
$154K - $207K
|
5.39K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-148- 17.77% |
$155K - $208K
|
685
$196K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-150- 3.33% |
$157K - $211K
|
4.35K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-150- 15.31% |
$157K - $211K
|
830
$238K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-151- 12.82% |
$158K - $212K
|
1.03K
$294K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-151- 35.28% |
$158K - $212K
|
277
$79.3K
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-152- 2.6% |
$159K - $214K
|
5.71K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-152- 0.88% |
$159K - $214K
|
17.1K
$4.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-154- 2.71% |
$162K - $217K
|
5.52K
$1.58M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-155- 2.69% |
$163K - $218K
|
5.6K
$1.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-155- 16.03% |
$163K - $218K
|
812
$233K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-156- 0.27% |
$164K - $219K
|
58.2K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-157- 35.44% |
$165K - $221K
|
286
$81.9K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-161- 8.15% |
$169K - $227K
|
1.81K
$520K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-162- 14.53% |
$170K - $228K
|
953
$273K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-165- 25.19% |
$173K - $232K
|
490
$140K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-166- 10.41% |
$174K - $234K
|
1.43K
$409K
|