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 15, 2024
Q1 2024
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-481- 68.13% |
$505K - $677K
|
225
$64.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-482- 3.92% |
$506K - $678K
|
11.8K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-484- 10.22% |
$508K - $681K
|
4.25K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-485- 35.74% |
$509K - $682K
|
872
$250K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-486- 4.69% |
$510K - $684K
|
9.87K
$2.83M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-487- 2.85% |
$511K - $685K
|
16.6K
$4.75M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-488- 0.81% |
$512K - $687K
|
59.5K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-490- 9.13% |
$514K - $689K
|
4.88K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-493- 4.06% |
$517K - $694K
|
11.7K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-496- 21.51% |
$520K - $698K
|
1.81K
$518K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-497- 19.87% |
$521K - $699K
|
2K
$574K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-498- 44.95% |
$522K - $701K
|
610
$175K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-500- 1.14% |
$525K - $704K
|
43.3K
$12.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
SELL
|
- |
-501- 14.28% |
$526K - $705K
|
3.01K
$862K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-501- 16.43% |
$526K - $705K
|
2.55K
$730K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-504- 2.14% |
$529K - $709K
|
23K
$6.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-504- 20.13% |
$529K - $709K
|
2K
$573K
|
|
|
Apr 15, 2024
Q1 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-506- 6.14% |
$531K - $712K
|
7.73K
$2.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-507- 0.89% |
$532K - $713K
|
56.2K
$16.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-509- 1.24% |
$534K - $716K
|
40.4K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-511- 51.51% |
$536K - $719K
|
481
$138K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-516- 2.5% |
$541K - $726K
|
20.1K
$5.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-517- 14.24% |
$542K - $727K
|
3.11K
$892K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-519- 2.78% |
$544K - $730K
|
18.2K
$5.2M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-522- 70.07% |
$548K - $734K
|
223
$63.9K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-523- 11.42% |
$549K - $736K
|
4.06K
$1.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-525- 16.82% |
$551K - $739K
|
2.6K
$744K
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-526- 3.92% |
$552K - $740K
|
12.9K
$3.69M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-527- 11.39% |
$553K - $741K
|
4.1K
$1.17M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-528- 16.17% |
$554K - $743K
|
2.74K
$784K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-529- 4.27% |
$555K - $744K
|
11.9K
$3.4M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-545- 6.85% |
$572K - $767K
|
7.42K
$2.12M
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-548- 7.56% |
$575K - $771K
|
6.7K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-550- 29.29% |
$577K - $774K
|
1.33K
$380K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-550- 3.12% |
$577K - $774K
|
17.1K
$4.89M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-553- 46.2% |
$580K - $778K
|
644
$184K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-554- 26.01% |
$581K - $779K
|
1.58K
$451K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-558- 36.23% |
$585K - $785K
|
982
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-562- 15.16% |
$590K - $791K
|
3.15K
$901K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-568- 5.28% |
$596K - $799K
|
10.2K
$2.92M
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-571- 4.87% |
$599K - $803K
|
11.1K
$3.19M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-582- 92.68% |
$611K - $819K
|
46
$13.2K
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-582- 5.24% |
$611K - $819K
|
10.5K
$3.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-584- 4.0% |
$613K - $822K
|
14K
$4.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-588- 8.02% |
$617K - $827K
|
6.74K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-588- 3.48% |
$617K - $827K
|
16.3K
$4.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-589- 19.69% |
$618K - $829K
|
2.4K
$688K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-589- 10.28% |
$618K - $829K
|
5.14K
$1.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-593- 11.66% |
$622K - $834K
|
4.49K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-593- 20.89% |
$622K - $834K
|
2.25K
$643K
|