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
|
Boston Partners
Boston, MA |
SELL
|
- |
-593- 10.28% |
$622K - $834K
|
5.17K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-594- 6.71% |
$623K - $836K
|
8.26K
$2.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-597- 20.84% |
$626K - $840K
|
2.27K
$649K
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-609- 22.74% |
$639K - $857K
|
2.07K
$593K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-616- 21.59% |
$646K - $867K
|
2.24K
$641K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-618- 17.29% |
$648K - $870K
|
2.96K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-619- 1.77% |
$649K - $871K
|
34.4K
$9.84M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-621- 15.43% |
$651K - $874K
|
3.4K
$975K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-625- 3.85% |
$656K - $879K
|
15.6K
$4.47M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-625- 6.93% |
$656K - $879K
|
8.39K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-631- 45.92% |
$662K - $888K
|
743
$213K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-632- 9.74% |
$663K - $889K
|
5.86K
$1.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-640- 1.15% |
$671K - $900K
|
54.9K
$15.7M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-645- 0.55% |
$677K - $908K
|
117K
$33.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-649- 20.0% |
$681K - $913K
|
2.6K
$744K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-657- 11.42% |
$689K - $924K
|
5.1K
$1.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-669- 14.02% |
$702K - $941K
|
4.1K
$1.18M
|
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-669- 19.32% |
$702K - $941K
|
2.79K
$800K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-673- 41.47% |
$706K - $947K
|
950
$272K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-676- 33.82% |
$709K - $951K
|
1.32K
$379K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-691- 12.82% |
$725K - $972K
|
4.7K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-691- 3.75% |
$725K - $972K
|
17.7K
$5.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-692- 14.94% |
$726K - $974K
|
3.94K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-698- 30.79% |
$732K - $982K
|
1.57K
$449K
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-705- 7.45% |
$740K - $992K
|
8.76K
$2.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
SELL
|
- |
-708- 6.98% |
$743K - $996K
|
9.43K
$2.7M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-714- 10.01% |
$749K - $1M
|
6.42K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-714- 3.06% |
$749K - $1M
|
22.6K
$6.48M
|
|
|
May 13, 2024
Q1 2024
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-715- 8.82% |
$750K - $1.01M
|
7.39K
$2.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-717- 16.58% |
$752K - $1.01M
|
3.61K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-723- 60.65% |
$758K - $1.02M
|
469
$134K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-726- 37.42% |
$762K - $1.02M
|
1.21K
$348K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-740- 1.56% |
$776K - $1.04M
|
46.6K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-742- 5.88% |
$778K - $1.04M
|
11.9K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-742- 13.16% |
$778K - $1.04M
|
4.9K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-748- 69.07% |
$785K - $1.05M
|
335
$96K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-748- 68.62% |
$785K - $1.05M
|
342
$98K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-752- 4.55% |
$789K - $1.06M
|
15.8K
$4.52M
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
SELL
|
- |
-759- 10.18% |
$796K - $1.07M
|
6.7K
$1.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-760- 8.28% |
$797K - $1.07M
|
8.41K
$2.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-766- 13.48% |
$804K - $1.08M
|
4.92K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-774- 14.08% |
$812K - $1.09M
|
4.72K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-783- 78.54% |
$821K - $1.1M
|
214
$61.3K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-784- 14.58% |
$822K - $1.1M
|
4.6K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-786- 12.14% |
$825K - $1.11M
|
5.69K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-789- 27.27% |
$828K - $1.11M
|
2.1K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-799- 44.39% |
$838K - $1.12M
|
1K
$287K
|
|
|
May 14, 2024
Q1 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-800- 66.67% |
$839K - $1.13M
|
400
$115K
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-805- 15.32% |
$844K - $1.13M
|
4.45K
$1.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-813- 12.67% |
$853K - $1.14M
|
5.6K
$1.6M
|