Purchases and Sales Made in Q1 2025 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q1 2025. 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 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
4.21KNew |
$704K - $1.03M
|
4.21K
$1.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.18K+ 41.47% |
$700K - $1.02M
|
14.3K
$4.08M
|
|
|
May 15, 2025
Q1 2025
|
Sandler Capital Management
New York, NY |
BUY
|
- |
4.18K+ 99.67% |
$699K - $1.02M
|
8.37K
$2.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.17K+ 10.25% |
$698K - $1.02M
|
44.8K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.15K+ 42.65% |
$694K - $1.01M
|
13.9K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.13K+ 45.38% |
$692K - $1.01M
|
13.2K
$3.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
4.13K+ 29.13% |
$691K - $1.01M
|
18.3K
$5.24M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
4.12K+ 12.82% |
$690K - $1.01M
|
36.3K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.12K+ 46.13% |
$690K - $1.01M
|
13.1K
$3.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.12K+ 10.01% |
$690K - $1.01M
|
45.3K
$13M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
4.1K+ 19.03% |
$686K - $1M
|
25.6K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.09KNew |
$685K - $1M
|
4.09K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.07K+ 1.23% |
$681K - $996K
|
336K
$96.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
4.01K+ 16.24% |
$671K - $980K
|
28.7K
$8.21M
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
4KNew |
$670K - $979K
|
4K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
3.99K+ 38.8% |
$668K - $977K
|
14.3K
$4.09M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.97K+ 33.42% |
$665K - $972K
|
15.9K
$4.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
BUY
|
- |
3.97K+ 2.92% |
$665K - $971K
|
140K
$40.1M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.95K+ 54.21% |
$661K - $966K
|
11.2K
$3.22M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.94K+ 11.43% |
$659K - $963K
|
38.4K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.92K+ 7.85% |
$657K - $960K
|
53.9K
$15.4M
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.91K+ 25.45% |
$654K - $956K
|
19.3K
$5.52M
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.89K+ 14.19% |
$651K - $951K
|
31.3K
$8.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.88K+ 31.77% |
$649K - $948K
|
16.1K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.87K+ 24.62% |
$648K - $947K
|
19.6K
$5.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
3.85KNew |
$645K - $943K
|
3.85K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.85K+ 6.72% |
$645K - $942K
|
61.2K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.84K+ 1.79% |
$643K - $940K
|
219K
$62.7M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.81K+ 5.25% |
$638K - $933K
|
76.4K
$21.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.81K+ 166.14% |
$638K - $932K
|
6.1K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.79K+ 9.32% |
$634K - $926K
|
44.4K
$12.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
3.75KNew |
$629K - $919K
|
3.75K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.75K+ 6.16% |
$628K - $918K
|
64.6K
$18.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.74K+ 17.44% |
$626K - $915K
|
25.2K
$7.22M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
3.73KNew |
$625K - $914K
|
3.73K
$1.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.73K+ 24.75% |
$624K - $912K
|
18.8K
$5.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.71K+ 25.29% |
$622K - $909K
|
18.4K
$5.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.7K+ 63.1% |
$619K - $905K
|
9.56K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.67K+ 3.24% |
$614K - $898K
|
117K
$33.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.67KNew |
$614K - $898K
|
3.67K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.67KNew |
$614K - $897K
|
3.67K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
3.67K+ 66.54% |
$614K - $897K
|
9.17K
$2.63M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.66K+ 821.3% |
$613K - $896K
|
4.11K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.66K+ 51.18% |
$612K - $894K
|
10.8K
$3.09M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.61K+ 297.12% |
$605K - $884K
|
4.83K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.59K+ 108.19% |
$602K - $879K
|
6.92K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.57K+ 270.68% |
$598K - $874K
|
4.89K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
3.55KNew |
$594K - $868K
|
3.55K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.51K+ 9.44% |
$588K - $860K
|
40.7K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.46KNew |
$579K - $846K
|
3.46K
$990K
|