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 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-832- 1.19% |
$873K - $1.17M
|
69.4K
$19.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-832- 11.06% |
$873K - $1.17M
|
6.69K
$1.92M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-834- 4.69% |
$875K - $1.17M
|
16.9K
$4.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Paradiem, LLC
|
SELL
|
- |
-852- 10.79% |
$894K - $1.2M
|
7.04K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-865- 8.7% |
$907K - $1.22M
|
9.08K
$2.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-874- 22.44% |
$917K - $1.23M
|
3.02K
$865K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-877- 46.45% |
$920K - $1.23M
|
1.01K
$290K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-879- 10.62% |
$922K - $1.24M
|
7.4K
$2.12M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-882- 41.14% |
$925K - $1.24M
|
1.26K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-891- 29.71% |
$935K - $1.25M
|
2.11K
$604K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-894- 5.93% |
$938K - $1.26M
|
14.2K
$4.06M
|
|
|
Apr 04, 2025
Q1 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-905- 35.74% |
$949K - $1.27M
|
1.63K
$466K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-932- 10.91% |
$978K - $1.31M
|
7.61K
$2.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-941- 4.6% |
$987K - $1.32M
|
19.5K
$5.59M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-971- 37.66% |
$1.02M - $1.37M
|
1.61K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-983- 52.68% |
$1.03M - $1.38M
|
883
$253K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-984- 59.64% |
$1.03M - $1.38M
|
666
$191K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-996- 6.7% |
$1.04M - $1.4M
|
13.9K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1K- 1.05% |
$1.05M - $1.41M
|
94.3K
$27M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1K- 35.52% |
$1.05M - $1.41M
|
1.82K
$522K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.01K- 5.98% |
$1.06M - $1.42M
|
15.9K
$4.55M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.02K- 12.16% |
$1.07M - $1.44M
|
7.38K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Premier Fund Managers LTD
|
SELL
|
- |
-1.02K- 9.3% |
$1.07M - $1.44M
|
9.96K
$2.85M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 13.91% |
$1.08M - $1.44M
|
6.36K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-1.04K- 21.19% |
$1.09M - $1.46M
|
3.86K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.05K- 49.58% |
$1.1M - $1.48M
|
1.07K
$306K
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
SELL
|
- |
-1.05K- 16.54% |
$1.11M - $1.48M
|
5.32K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-1.08K- 34.82% |
$1.13M - $1.51M
|
2.01K
$577K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.08K- 15.41% |
$1.13M - $1.52M
|
5.91K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.08K- 5.82% |
$1.13M - $1.52M
|
17.5K
$5.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.11K- 70.66% |
$1.16M - $1.56M
|
460
$132K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.11K- 17.76% |
$1.16M - $1.56M
|
5.13K
$1.47M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.11K- 6.95% |
$1.17M - $1.56M
|
14.9K
$4.27M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.11K- 7.29% |
$1.17M - $1.57M
|
14.2K
$4.06M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.12K- 6.12% |
$1.17M - $1.57M
|
17.1K
$4.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.12K- 47.59% |
$1.17M - $1.57M
|
1.23K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.12K- 7.14% |
$1.17M - $1.57M
|
14.5K
$4.16M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 49.82% |
$1.19M - $1.59M
|
1.14K
$327K
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.13K- 3.83% |
$1.19M - $1.6M
|
28.4K
$8.15M
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-1.14K- 26.01% |
$1.19M - $1.6M
|
3.23K
$926K
|
|
|
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
$4.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.16K- 21.61% |
$1.21M - $1.63M
|
4.2K
$1.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.18K- 2.03% |
$1.24M - $1.66M
|
56.8K
$16.3M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-1.19K- 19.87% |
$1.25M - $1.67M
|
4.79K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.19K- 8.26% |
$1.25M - $1.67M
|
13.2K
$3.78M
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-1.2K- 25.42% |
$1.26M - $1.69M
|
3.52K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.22K- 13.09% |
$1.28M - $1.72M
|
8.12K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.24K- 1.39% |
$1.3M - $1.75M
|
88.5K
$25.3M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.28K- 96.3% |
$1.34M - $1.8M
|
49
$14K
|