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
|
Human Investing LLC
|
SELL
|
- |
-176- 5.5% |
$185K - $248K
|
3.02K
$704K
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
SELL
|
- |
-177- 41.55% |
$186K - $249K
|
249
$58K
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-177- 10.73% |
$186K - $249K
|
1.47K
$343K
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-178- 18.98% |
$187K - $250K
|
760
$177K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-178- 5.21% |
$187K - $250K
|
3.24K
$754K
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-179- 8.71% |
$188K - $252K
|
1.88K
$437K
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-179- 6.41% |
$188K - $252K
|
2.61K
$609K
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-180- 21.4% |
$189K - $253K
|
661
$154K
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-180- 7.38% |
$189K - $253K
|
2.26K
$527K
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-180- 2.46% |
$189K - $253K
|
7.15K
$1.67M
|
|
May 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-180- 38.63% |
$189K - $253K
|
286
$66.6K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-181- 4.22% |
$190K - $255K
|
4.11K
$957K
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-182- 5.44% |
$191K - $256K
|
3.16K
$737K
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-184- 2.14% |
$193K - $259K
|
8.4K
$1.96M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-185- 1.26% |
$194K - $260K
|
14.5K
$3.39M
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-185- 5.96% |
$194K - $260K
|
2.92K
$681K
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-185- 15.38% |
$194K - $260K
|
1.02K
$237K
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-185- 11.68% |
$194K - $260K
|
1.4K
$326K
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-185- 50.82% |
$194K - $260K
|
179
$41.7K
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-185- 6.53% |
$194K - $260K
|
2.65K
$618K
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-190- 23.2% |
$199K - $267K
|
629
$147K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-191- 5.56% |
$200K - $269K
|
3.24K
$756K
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-191- 50.0% |
$200K - $269K
|
191
$44.5K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-191- 5.4% |
$200K - $269K
|
3.35K
$780K
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-193- 14.41% |
$202K - $272K
|
1.15K
$267K
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-193- 5.04% |
$202K - $272K
|
3.63K
$847K
|
|
May 15, 2024
Q1 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-193- 7.03% |
$202K - $272K
|
2.55K
$595K
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-194- 6.85% |
$204K - $273K
|
2.64K
$615K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-195- 27.9% |
$205K - $274K
|
504
$117K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-198- 17.92% |
$208K - $279K
|
907
$211K
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-199- 41.98% |
$209K - $280K
|
275
$64.1K
|
|
Apr 19, 2024
Q1 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-200- 7.41% |
$210K - $281K
|
2.5K
$583K
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-204- 0.67% |
$214K - $287K
|
30.1K
$7.01M
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-205- 40.59% |
$215K - $288K
|
300
$69.9K
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-205- 36.8% |
$215K - $288K
|
352
$82K
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-206- 24.04% |
$216K - $290K
|
651
$152K
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-207- 4.27% |
$217K - $291K
|
4.64K
$1.08M
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-207- 33.28% |
$217K - $291K
|
415
$96.7K
|
|
May 15, 2024
Q1 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-207- 2.72% |
$217K - $291K
|
7.39K
$1.72M
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-209- 75.72% |
$219K - $294K
|
67
$15.6K
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-210- 10.14% |
$220K - $295K
|
1.86K
$434K
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-212- 2.09% |
$222K - $298K
|
9.93K
$2.31M
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-214- 14.5% |
$224K - $301K
|
1.26K
$294K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-214- 47.77% |
$224K - $301K
|
234
$54.5K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-217- 16.33% |
$228K - $305K
|
1.11K
$259K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-221- 46.33% |
$232K - $311K
|
256
$59.7K
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-221- 12.74% |
$232K - $311K
|
1.51K
$353K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-222- 11.07% |
$233K - $312K
|
1.78K
$416K
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-223- 3.68% |
$234K - $314K
|
5.84K
$1.36M
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-223- 16.87% |
$234K - $314K
|
1.1K
$256K
|