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 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-272- 23.59% |
$285K - $383K
|
881
$252K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-273- 10.87% |
$286K - $384K
|
2.24K
$641K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-275- 0.9% |
$288K - $387K
|
30.2K
$8.64M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-275- 7.13% |
$288K - $387K
|
3.58K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-276- 4.33% |
$290K - $388K
|
6.11K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-278- 17.13% |
$292K - $391K
|
1.35K
$385K
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-279- 6.33% |
$293K - $393K
|
4.13K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-279- 9.95% |
$293K - $393K
|
2.53K
$724K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-281- 2.82% |
$295K - $395K
|
9.7K
$2.78M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-282- 2.78% |
$296K - $397K
|
9.87K
$2.83M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-285- 2.85% |
$299K - $401K
|
9.71K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-293- 17.65% |
$307K - $412K
|
1.37K
$392K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-295- 49.25% |
$309K - $415K
|
304
$87.1K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-299- 9.56% |
$314K - $421K
|
2.83K
$811K
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-299- 5.27% |
$314K - $421K
|
5.37K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-300- 20.98% |
$315K - $422K
|
1.13K
$324K
|
|
|
Apr 26, 2024
Q1 2024
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-300- 15.79% |
$315K - $422K
|
1.6K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-300- 2.03% |
$315K - $422K
|
14.5K
$4.15M
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
SELL
|
- |
-302- 8.87% |
$317K - $425K
|
3.1K
$889K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-303- 17.65% |
$318K - $426K
|
1.41K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-303- 5.07% |
$318K - $426K
|
5.67K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-304- 0.33% |
$319K - $428K
|
92K
$26.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-306- 3.14% |
$321K - $431K
|
9.44K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-306- 20.8% |
$321K - $431K
|
1.17K
$334K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-309- 56.91% |
$324K - $435K
|
234
$67K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-310- 6.08% |
$325K - $436K
|
4.79K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-312- 6.95% |
$327K - $439K
|
4.18K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-312- 7.11% |
$327K - $439K
|
4.08K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-317- 14.08% |
$333K - $446K
|
1.93K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-318- 30.34% |
$334K - $447K
|
730
$209K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-322- 5.46% |
$338K - $453K
|
5.58K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-324- 22.04% |
$340K - $456K
|
1.15K
$328K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-326- 8.74% |
$342K - $459K
|
3.4K
$975K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-326- 5.68% |
$342K - $459K
|
5.42K
$1.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-330- 2.22% |
$346K - $464K
|
14.5K
$4.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-333- 15.55% |
$349K - $469K
|
1.81K
$518K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-333- 9.16% |
$349K - $469K
|
3.3K
$946K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-336- 10.54% |
$352K - $473K
|
2.85K
$817K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-339- 4.7% |
$356K - $477K
|
6.88K
$1.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-342- 5.11% |
$359K - $481K
|
6.35K
$1.82M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-349- 13.87% |
$366K - $491K
|
2.17K
$621K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-350- 0.35% |
$367K - $492K
|
99.9K
$28.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-351- 28.65% |
$368K - $494K
|
874
$250K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-352- 66.04% |
$369K - $495K
|
181
$51.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-354- 2.34% |
$371K - $498K
|
14.8K
$4.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-355- 5.19% |
$372K - $499K
|
6.48K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-355- 1.15% |
$372K - $499K
|
30.6K
$8.75M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-357- 1.54% |
$374K - $502K
|
22.9K
$6.56M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-363- 2.89% |
$381K - $511K
|
12.2K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-364- 2.49% |
$382K - $512K
|
14.2K
$4.08M
|