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 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-309- 56.91% |
$324K - $435K
|
234
$38.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-310- 6.08% |
$325K - $436K
|
4.79K
$786K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-312- 6.95% |
$327K - $439K
|
4.18K
$686K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-312- 7.11% |
$327K - $439K
|
4.08K
$669K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-317- 14.08% |
$333K - $446K
|
1.93K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-318- 30.34% |
$334K - $447K
|
730
$120K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-322- 5.46% |
$338K - $453K
|
5.58K
$916K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-324- 22.04% |
$340K - $456K
|
1.15K
$188K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-326- 8.74% |
$342K - $459K
|
3.4K
$559K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-326- 5.68% |
$342K - $459K
|
5.42K
$889K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-330- 2.22% |
$346K - $464K
|
14.5K
$2.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-333- 15.55% |
$349K - $469K
|
1.81K
$297K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-333- 9.16% |
$349K - $469K
|
3.3K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-336- 10.54% |
$352K - $473K
|
2.85K
$468K
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-339- 4.7% |
$356K - $477K
|
6.88K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-342- 5.11% |
$359K - $481K
|
6.35K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-349- 13.87% |
$366K - $491K
|
2.17K
$356K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-350- 0.35% |
$367K - $492K
|
99.9K
$16.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-351- 28.65% |
$368K - $494K
|
874
$144K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-352- 66.04% |
$369K - $495K
|
181
$29.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-354- 2.34% |
$371K - $498K
|
14.8K
$2.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-355- 5.19% |
$372K - $499K
|
6.48K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-355- 1.15% |
$372K - $499K
|
30.6K
$5.02M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-357- 1.54% |
$374K - $502K
|
22.9K
$3.76M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-363- 2.89% |
$381K - $511K
|
12.2K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-364- 2.49% |
$382K - $512K
|
14.2K
$2.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-373- 50.41% |
$391K - $525K
|
367
$60.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-373- 4.16% |
$391K - $525K
|
8.58K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-374- 6.36% |
$392K - $526K
|
5.5K
$904K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-374- 8.3% |
$392K - $526K
|
4.13K
$679K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-376- 11.6% |
$394K - $529K
|
2.86K
$470K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-379- 13.61% |
$398K - $533K
|
2.41K
$395K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-380- 8.92% |
$399K - $535K
|
3.88K
$637K
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-381- 15.33% |
$400K - $536K
|
2.11K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-386- 2.01% |
$405K - $543K
|
18.8K
$3.09M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-388- 10.5% |
$407K - $546K
|
3.31K
$543K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-388- 0.46% |
$407K - $546K
|
83.2K
$13.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-390- 3.96% |
$409K - $549K
|
9.45K
$1.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-391- 41.55% |
$410K - $550K
|
550
$90.3K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-391- 2.83% |
$410K - $550K
|
13.4K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-392- 45.79% |
$411K - $552K
|
464
$76.2K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-394- 14.44% |
$413K - $554K
|
2.34K
$383K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-395- 10.62% |
$414K - $556K
|
3.33K
$546K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-396- 2.19% |
$415K - $557K
|
17.7K
$2.91M
|
|
|
May 06, 2024
Q1 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-400- 5.04% |
$420K - $563K
|
7.53K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-400- 5.31% |
$420K - $563K
|
7.14K
$1.17M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-400- 86.02% |
$420K - $563K
|
65
$10.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-401- 0.59% |
$421K - $564K
|
67.6K
$11.1M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-401- 1.61% |
$421K - $564K
|
24.5K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-401- 10.18% |
$421K - $564K
|
3.54K
$581K
|