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 |
---|---|---|---|---|---|---|---|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-167- 7.53% |
$175K - $235K
|
2.05K
$587K
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-168- 0.91% |
$176K - $236K
|
18.2K
$5.21M
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-169- 26.74% |
$177K - $238K
|
463
$133K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-169- 7.06% |
$177K - $238K
|
2.23K
$637K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-170- 7.83% |
$178K - $239K
|
2K
$573K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-170- 10.69% |
$178K - $239K
|
1.42K
$407K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-171- 2.58% |
$179K - $241K
|
6.45K
$1.85M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-171- 2.48% |
$179K - $241K
|
6.72K
$1.92M
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-171- 7.58% |
$179K - $241K
|
2.09K
$598K
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-171- 1.9% |
$179K - $241K
|
8.82K
$2.53M
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-173- 2.82% |
$181K - $243K
|
5.95K
$1.71M
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-176- 5.5% |
$185K - $248K
|
3.02K
$866K
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
SELL
|
- |
-177- 41.55% |
$186K - $249K
|
249
$71.3K
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-177- 10.73% |
$186K - $249K
|
1.47K
$422K
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-178- 18.98% |
$187K - $250K
|
760
$218K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-178- 5.21% |
$187K - $250K
|
3.24K
$927K
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-179- 8.71% |
$188K - $252K
|
1.88K
$537K
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-179- 6.41% |
$188K - $252K
|
2.61K
$748K
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-180- 21.4% |
$189K - $253K
|
661
$189K
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-180- 7.38% |
$189K - $253K
|
2.26K
$647K
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-180- 2.46% |
$189K - $253K
|
7.15K
$2.05M
|
|
May 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-180- 38.63% |
$189K - $253K
|
286
$81.9K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-181- 4.22% |
$190K - $255K
|
4.11K
$1.18M
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-182- 5.44% |
$191K - $256K
|
3.16K
$906K
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-184- 2.14% |
$193K - $259K
|
8.4K
$2.4M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-185- 1.26% |
$194K - $260K
|
14.5K
$4.17M
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-185- 5.96% |
$194K - $260K
|
2.92K
$837K
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-185- 15.38% |
$194K - $260K
|
1.02K
$292K
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-185- 11.68% |
$194K - $260K
|
1.4K
$401K
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-185- 50.82% |
$194K - $260K
|
179
$51.3K
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-185- 6.53% |
$194K - $260K
|
2.65K
$759K
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-190- 23.2% |
$199K - $267K
|
629
$180K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-191- 5.56% |
$200K - $269K
|
3.24K
$929K
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-191- 50.0% |
$200K - $269K
|
191
$54.7K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-191- 5.4% |
$200K - $269K
|
3.35K
$959K
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-193- 14.41% |
$202K - $272K
|
1.15K
$328K
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-193- 5.04% |
$202K - $272K
|
3.63K
$1.04M
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-193- 7.03% |
$202K - $272K
|
2.55K
$731K
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-194- 6.85% |
$204K - $273K
|
2.64K
$756K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-195- 27.9% |
$205K - $274K
|
504
$144K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-198- 17.92% |
$208K - $279K
|
907
$260K
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-199- 41.98% |
$209K - $280K
|
275
$78.8K
|
|
Apr 19, 2024
Q1 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-200- 7.41% |
$210K - $281K
|
2.5K
$716K
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-204- 0.67% |
$214K - $287K
|
30.1K
$8.62M
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-205- 40.59% |
$215K - $288K
|
300
$85.9K
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-205- 36.8% |
$215K - $288K
|
352
$101K
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-206- 24.04% |
$216K - $290K
|
651
$186K
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-207- 4.27% |
$217K - $291K
|
4.64K
$1.33M
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-207- 33.28% |
$217K - $291K
|
415
$119K
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-207- 2.72% |
$217K - $291K
|
7.39K
$2.12M
|