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 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-209- 75.72% |
$219K - $294K
|
67
$19.2K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-210- 10.14% |
$220K - $295K
|
1.86K
$533K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-212- 2.09% |
$222K - $298K
|
9.93K
$2.84M
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-213Closed |
$223K - $300K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-214- 14.5% |
$224K - $301K
|
1.26K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-214- 47.77% |
$224K - $301K
|
234
$67K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-217- 16.33% |
$228K - $305K
|
1.11K
$319K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-221- 46.33% |
$232K - $311K
|
256
$73.3K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-221- 12.74% |
$232K - $311K
|
1.51K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-222- 11.07% |
$233K - $312K
|
1.78K
$511K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-223- 3.68% |
$234K - $314K
|
5.84K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-223- 16.87% |
$234K - $314K
|
1.1K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-224- 2.64% |
$235K - $315K
|
8.25K
$2.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-225- 16.28% |
$236K - $317K
|
1.16K
$331K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-225- 12.3% |
$236K - $317K
|
1.61K
$460K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-226- 8.83% |
$237K - $318K
|
2.33K
$669K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-226- 7.19% |
$237K - $318K
|
2.92K
$836K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-227- 33.63% |
$238K - $319K
|
448
$128K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-228- 33.28% |
$239K - $321K
|
457
$131K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-230- 23.12% |
$241K - $324K
|
765
$219K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-230- 1.84% |
$241K - $324K
|
12.3K
$3.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-232- 38.73% |
$243K - $326K
|
367
$105K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-232- 4.62% |
$243K - $326K
|
4.79K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-232- 3.74% |
$243K - $326K
|
5.97K
$1.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-238- 5.1% |
$250K - $335K
|
4.43K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-239- 2.98% |
$251K - $336K
|
7.78K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-240- 0.97% |
$252K - $338K
|
24.4K
$7M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-240- 19.14% |
$252K - $338K
|
1.01K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-240- 7.31% |
$252K - $338K
|
3.05K
$872K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-241- 2.18% |
$253K - $339K
|
10.8K
$3.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-241- 14.81% |
$253K - $339K
|
1.39K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-242- 0.78% |
$254K - $340K
|
31K
$8.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-246- 3.4% |
$258K - $346K
|
6.98K
$2M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-246- 94.98% |
$258K - $346K
|
13
$3.72K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-247- 1.64% |
$259K - $348K
|
14.9K
$4.25M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-248- 6.54% |
$260K - $349K
|
3.54K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-250- 18.77% |
$262K - $352K
|
1.08K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Ctf Capital Management, LP
Old Greenwich, CT |
SELL
|
- |
-250- 0.76% |
$262K - $352K
|
32.7K
$9.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-251- 11.15% |
$263K - $353K
|
2K
$573K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-251- 7.75% |
$263K - $353K
|
2.99K
$856K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-253- 15.69% |
$265K - $356K
|
1.36K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-254- 2.98% |
$266K - $357K
|
8.28K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-256- 2.25% |
$269K - $360K
|
11.1K
$3.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-259- 8.1% |
$272K - $364K
|
2.94K
$841K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-259- 4.27% |
$272K - $364K
|
5.81K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-268- 6.96% |
$281K - $377K
|
3.58K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-268- 4.09% |
$281K - $377K
|
6.29K
$1.8M
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-269- 7.98% |
$282K - $378K
|
3.1K
$888K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-270- 7.94% |
$283K - $380K
|
3.13K
$897K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-271- 11.41% |
$284K - $381K
|
2.1K
$603K
|