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
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.28K- 12.87% |
$1.34M - $1.8M
|
8.67K
$2.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.29K- 10.13% |
$1.36M - $1.82M
|
11.5K
$3.28M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.3K- 25.24% |
$1.37M - $1.83M
|
3.86K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-1.32K- 73.36% |
$1.38M - $1.86M
|
479
$137K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.35K- 2.84% |
$1.42M - $1.9M
|
46.2K
$13.2M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.36K- 24.51% |
$1.42M - $1.91M
|
4.18K
$1.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1.37K- 3.34% |
$1.44M - $1.93M
|
39.7K
$11.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.37K- 5.0% |
$1.44M - $1.93M
|
26.1K
$7.47M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.39K- 1.74% |
$1.45M - $1.95M
|
78.1K
$22.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.41K- 2.28% |
$1.47M - $1.98M
|
60.2K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.41K- 20.35% |
$1.48M - $1.99M
|
5.53K
$1.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.42K- 31.91% |
$1.48M - $1.99M
|
3.02K
$865K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.42K- 13.0% |
$1.49M - $2M
|
9.51K
$2.72M
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-1.43K- 89.4% |
$1.5M - $2.01M
|
169
$48.4K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-1.45K- 21.8% |
$1.52M - $2.03M
|
5.19K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.46K- 15.57% |
$1.53M - $2.06M
|
7.93K
$2.27M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.47K- 20.13% |
$1.54M - $2.07M
|
5.83K
$1.67M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-1.48K- 42.51% |
$1.55M - $2.08M
|
2K
$572K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.48K- 3.95% |
$1.55M - $2.08M
|
35.9K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.49K- 15.41% |
$1.56M - $2.1M
|
8.18K
$2.34M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.5K- 9.85% |
$1.57M - $2.1M
|
13.7K
$3.92M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.5K- 14.84% |
$1.58M - $2.11M
|
8.62K
$2.47M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.5K- 15.24% |
$1.58M - $2.11M
|
8.35K
$2.39M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.52K- 12.21% |
$1.59M - $2.13M
|
10.9K
$3.12M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.53K- 0.62% |
$1.61M - $2.16M
|
245K
$70M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.56K- 6.07% |
$1.64M - $2.19M
|
24.2K
$6.92M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.62K- 22.04% |
$1.7M - $2.28M
|
5.74K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.65K- 54.09% |
$1.73M - $2.31M
|
1.4K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.66K- 8.83% |
$1.74M - $2.33M
|
17.1K
$4.9M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.69K- 18.2% |
$1.77M - $2.37M
|
7.57K
$2.17M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.69K- 8.15% |
$1.77M - $2.38M
|
19K
$5.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.69K- 8.25% |
$1.77M - $2.38M
|
18.8K
$5.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.7K- 2.67% |
$1.78M - $2.39M
|
61.9K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.7K- 4.84% |
$1.78M - $2.39M
|
33.4K
$9.57M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.71K- 8.97% |
$1.79M - $2.4M
|
17.3K
$4.96M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.71K- 3.32% |
$1.8M - $2.41M
|
49.8K
$14.3M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.71K- 72.85% |
$1.8M - $2.41M
|
638
$183K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.71K- 73.29% |
$1.8M - $2.41M
|
624
$179K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.73K- 2.19% |
$1.81M - $2.43M
|
77.2K
$22.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.74K- 5.01% |
$1.82M - $2.44M
|
32.9K
$9.43M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.76K- 5.87% |
$1.84M - $2.47M
|
28.2K
$8.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-1.78K- 3.61% |
$1.86M - $2.5M
|
47.4K
$13.6M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-1.78K- 6.05% |
$1.87M - $2.51M
|
27.6K
$7.92M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.8K- 3.54% |
$1.89M - $2.53M
|
49K
$14M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1.8K- 90.0% |
$1.89M - $2.53M
|
200
$57.3K
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-1.8K- 1.72% |
$1.89M - $2.54M
|
103K
$29.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.83K- 7.26% |
$1.92M - $2.58M
|
23.4K
$6.7M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.84K- 6.91% |
$1.93M - $2.58M
|
24.7K
$7.08M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.84K- 4.33% |
$1.93M - $2.59M
|
40.6K
$11.6M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1.87K- 8.81% |
$1.96M - $2.63M
|
19.4K
$5.55M
|