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 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-1.45K- 21.8% |
$1.52M - $2.03M
|
5.19K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.46K- 15.57% |
$1.53M - $2.06M
|
7.93K
$1.85M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.47K- 20.13% |
$1.54M - $2.07M
|
5.83K
$1.36M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-1.48K- 42.51% |
$1.55M - $2.08M
|
2K
$465K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.48K- 3.95% |
$1.55M - $2.08M
|
35.9K
$8.38M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.49K- 15.41% |
$1.56M - $2.1M
|
8.18K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.5K- 9.85% |
$1.57M - $2.1M
|
13.7K
$3.19M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.5K- 14.84% |
$1.58M - $2.11M
|
8.62K
$2.01M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.5K- 15.24% |
$1.58M - $2.11M
|
8.35K
$1.95M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.52K- 12.21% |
$1.59M - $2.13M
|
10.9K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.53K- 0.62% |
$1.61M - $2.16M
|
245K
$57M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.56K- 6.07% |
$1.64M - $2.19M
|
24.2K
$5.63M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.62K- 22.04% |
$1.7M - $2.28M
|
5.74K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.65K- 54.09% |
$1.73M - $2.31M
|
1.4K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.66K- 8.83% |
$1.74M - $2.33M
|
17.1K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.69K- 18.2% |
$1.77M - $2.37M
|
7.57K
$1.76M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.69K- 8.15% |
$1.77M - $2.38M
|
19K
$4.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.69K- 8.25% |
$1.77M - $2.38M
|
18.8K
$4.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.7K- 2.67% |
$1.78M - $2.39M
|
61.9K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.7K- 4.84% |
$1.78M - $2.39M
|
33.4K
$7.79M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.71K- 8.97% |
$1.79M - $2.4M
|
17.3K
$4.03M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.71K- 3.32% |
$1.8M - $2.41M
|
49.8K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.71K- 72.85% |
$1.8M - $2.41M
|
638
$149K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.71K- 73.29% |
$1.8M - $2.41M
|
624
$145K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.73K- 2.19% |
$1.81M - $2.43M
|
77.2K
$18M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.74K- 5.01% |
$1.82M - $2.44M
|
32.9K
$7.67M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.76K- 5.87% |
$1.84M - $2.47M
|
28.2K
$6.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-1.78K- 3.61% |
$1.86M - $2.5M
|
47.4K
$11.1M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-1.78K- 6.05% |
$1.87M - $2.51M
|
27.6K
$6.44M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.8K- 3.54% |
$1.89M - $2.53M
|
49K
$11.4M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-1.8K- 90.0% |
$1.89M - $2.53M
|
200
$46.6K
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-1.8K- 1.72% |
$1.89M - $2.54M
|
103K
$24M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.83K- 7.26% |
$1.92M - $2.58M
|
23.4K
$5.45M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.84K- 6.91% |
$1.93M - $2.58M
|
24.7K
$5.76M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.84K- 4.33% |
$1.93M - $2.59M
|
40.6K
$9.47M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1.87K- 8.81% |
$1.96M - $2.63M
|
19.4K
$4.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.88K- 9.45% |
$1.97M - $2.64M
|
18K
$4.19M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.88K- 9.06% |
$1.97M - $2.65M
|
18.9K
$4.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.89K- 2.94% |
$1.98M - $2.66M
|
62.4K
$14.5M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.89K- 16.64% |
$1.98M - $2.66M
|
9.48K
$2.21M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.9K- 7.9% |
$1.99M - $2.67M
|
22.1K
$5.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.9K- 6.84% |
$2M - $2.68M
|
25.9K
$6.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-1.92K- 1.12% |
$2.02M - $2.7M
|
169K
$39.4M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.94K- 85.77% |
$2.03M - $2.72M
|
321
$74.8K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.95K- 11.42% |
$2.05M - $2.75M
|
15.2K
$3.53M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.97K- 15.17% |
$2.07M - $2.78M
|
11K
$2.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-1.99K- 7.34% |
$2.09M - $2.8M
|
25.1K
$5.85M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2K- 22.11% |
$2.1M - $2.82M
|
7.06K
$1.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-2.01K- 9.72% |
$2.1M - $2.82M
|
18.6K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.02K- 18.4% |
$2.12M - $2.85M
|
8.97K
$2.09M
|