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
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-519- 2.78% |
$544K - $730K
|
18.2K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-522- 70.07% |
$548K - $734K
|
223
$36.7K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-523- 11.42% |
$549K - $736K
|
4.06K
$668K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-525- 16.82% |
$551K - $739K
|
2.6K
$428K
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-526- 3.92% |
$552K - $740K
|
12.9K
$2.12M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-527- 11.39% |
$553K - $741K
|
4.1K
$675K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-528- 16.17% |
$554K - $743K
|
2.74K
$451K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-529- 4.27% |
$555K - $744K
|
11.9K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-545- 6.85% |
$572K - $767K
|
7.42K
$1.22M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-548- 7.56% |
$575K - $771K
|
6.7K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-550- 29.29% |
$577K - $774K
|
1.33K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-550- 3.12% |
$577K - $774K
|
17.1K
$2.81M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-553- 46.2% |
$580K - $778K
|
644
$106K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-554- 26.01% |
$581K - $779K
|
1.58K
$260K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-558- 36.23% |
$585K - $785K
|
982
$162K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-562- 15.16% |
$590K - $791K
|
3.15K
$518K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-568- 5.28% |
$596K - $799K
|
10.2K
$1.68M
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-571- 4.87% |
$599K - $803K
|
11.1K
$1.84M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-582- 92.68% |
$611K - $819K
|
46
$7.58K
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-582- 5.24% |
$611K - $819K
|
10.5K
$1.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-584- 4.0% |
$613K - $822K
|
14K
$2.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-588- 8.02% |
$617K - $827K
|
6.74K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-588- 3.48% |
$617K - $827K
|
16.3K
$2.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-589- 19.69% |
$618K - $829K
|
2.4K
$396K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-589- 10.28% |
$618K - $829K
|
5.14K
$846K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-593- 11.66% |
$622K - $834K
|
4.49K
$740K
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-593- 20.89% |
$622K - $834K
|
2.25K
$370K
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-593- 10.28% |
$622K - $834K
|
5.17K
$852K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-594- 6.71% |
$623K - $836K
|
8.26K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-597- 20.84% |
$626K - $840K
|
2.27K
$373K
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-609- 22.74% |
$639K - $857K
|
2.07K
$341K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-616- 21.59% |
$646K - $867K
|
2.24K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-618- 17.29% |
$648K - $870K
|
2.96K
$487K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-619- 1.77% |
$649K - $871K
|
34.4K
$5.66M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-621- 15.43% |
$651K - $874K
|
3.4K
$561K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-625- 3.85% |
$656K - $879K
|
15.6K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-625- 6.93% |
$656K - $879K
|
8.39K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-631- 45.92% |
$662K - $888K
|
743
$122K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-632- 9.74% |
$663K - $889K
|
5.86K
$965K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-640- 1.15% |
$671K - $900K
|
54.9K
$9.04M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-645- 0.55% |
$677K - $908K
|
117K
$19.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-649- 20.0% |
$681K - $913K
|
2.6K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-657- 11.42% |
$689K - $924K
|
5.1K
$840K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-669- 14.02% |
$702K - $941K
|
4.1K
$676K
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-669- 19.32% |
$702K - $941K
|
2.79K
$460K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-673- 41.47% |
$706K - $947K
|
950
$157K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-676- 33.82% |
$709K - $951K
|
1.32K
$218K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-691- 12.82% |
$725K - $972K
|
4.7K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-691- 3.75% |
$725K - $972K
|
17.7K
$2.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-692- 14.94% |
$726K - $974K
|
3.94K
$649K
|