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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.05K- 49.58% |
$1.1M - $1.48M
|
1.07K
$175K
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
SELL
|
- |
-1.05K- 16.54% |
$1.11M - $1.48M
|
5.32K
$874K
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-1.08K- 34.82% |
$1.13M - $1.51M
|
2.01K
$331K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.08K- 15.41% |
$1.13M - $1.52M
|
5.91K
$971K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.08K- 5.82% |
$1.13M - $1.52M
|
17.5K
$2.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.11K- 70.66% |
$1.16M - $1.56M
|
460
$75.5K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.11K- 17.76% |
$1.16M - $1.56M
|
5.13K
$842K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.11K- 6.95% |
$1.17M - $1.56M
|
14.9K
$2.45M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.11K- 7.29% |
$1.17M - $1.57M
|
14.2K
$2.33M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.12K- 6.12% |
$1.17M - $1.57M
|
17.1K
$2.81M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.12K- 47.59% |
$1.17M - $1.57M
|
1.23K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.12K- 7.14% |
$1.17M - $1.57M
|
14.5K
$2.38M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 49.82% |
$1.19M - $1.59M
|
1.14K
$187K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.13K- 3.83% |
$1.19M - $1.6M
|
28.4K
$4.67M
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-1.14K- 26.01% |
$1.19M - $1.6M
|
3.23K
$531K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.14KClosed |
$1.19M - $1.6M
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.15K- 6.17% |
$1.2M - $1.61M
|
17.4K
$2.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 21.61% |
$1.21M - $1.63M
|
4.2K
$689K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.18K- 2.03% |
$1.24M - $1.66M
|
56.8K
$9.33M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.19K- 19.87% |
$1.25M - $1.67M
|
4.79K
$786K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.19K- 8.26% |
$1.25M - $1.67M
|
13.2K
$2.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-1.2K- 25.42% |
$1.26M - $1.69M
|
3.52K
$577K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.22K- 13.09% |
$1.28M - $1.72M
|
8.12K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.24K- 1.39% |
$1.3M - $1.75M
|
88.5K
$14.5M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.28K- 96.3% |
$1.34M - $1.8M
|
49
$8.05K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.28K- 12.87% |
$1.34M - $1.8M
|
8.67K
$1.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.29K- 10.13% |
$1.36M - $1.82M
|
11.5K
$1.88M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.3K- 25.24% |
$1.37M - $1.83M
|
3.86K
$633K
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-1.32K- 73.36% |
$1.38M - $1.86M
|
479
$78.7K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.35K- 2.84% |
$1.42M - $1.9M
|
46.2K
$7.59M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.36K- 24.51% |
$1.42M - $1.91M
|
4.18K
$686K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.37K- 3.34% |
$1.44M - $1.93M
|
39.7K
$6.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.37K- 5.0% |
$1.44M - $1.93M
|
26.1K
$4.28M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.39K- 1.74% |
$1.45M - $1.95M
|
78.1K
$12.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.41K- 2.28% |
$1.47M - $1.98M
|
60.2K
$9.89M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.41K- 20.35% |
$1.48M - $1.99M
|
5.53K
$908K
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.42K- 31.91% |
$1.48M - $1.99M
|
3.02K
$496K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.42K- 13.0% |
$1.49M - $2M
|
9.51K
$1.56M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-1.45K- 21.8% |
$1.52M - $2.03M
|
5.19K
$852K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.46K- 15.57% |
$1.53M - $2.06M
|
7.93K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.47K- 20.13% |
$1.54M - $2.07M
|
5.83K
$957K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.48K- 3.95% |
$1.55M - $2.08M
|
35.9K
$5.9M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.49K- 15.41% |
$1.56M - $2.1M
|
8.18K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.5K- 9.85% |
$1.57M - $2.1M
|
13.7K
$2.25M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.5K- 14.84% |
$1.58M - $2.11M
|
8.62K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.5K- 15.24% |
$1.58M - $2.11M
|
8.35K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.52K- 12.21% |
$1.59M - $2.13M
|
10.9K
$1.79M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.53K- 0.62% |
$1.61M - $2.16M
|
245K
$40.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.56K- 6.07% |
$1.64M - $2.19M
|
24.2K
$3.97M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.62K- 22.04% |
$1.7M - $2.28M
|
5.74K
$943K
|