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 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.9K+ 16.12% |
$485K - $709K
|
20.9K
$5.98M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.89K+ 3.4% |
$484K - $707K
|
87.8K
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.89K+ 3.42% |
$483K - $706K
|
87.2K
$25M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
2.87KNew |
$480K - $702K
|
2.87K
$821K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.85K+ 2.08% |
$478K - $698K
|
140K
$40.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.85K+ 6.72% |
$477K - $697K
|
45.2K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.84K+ 12.89% |
$476K - $696K
|
24.9K
$7.13M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.84K+ 15.1% |
$476K - $696K
|
21.7K
$6.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.84K+ 3.14% |
$476K - $695K
|
93.4K
$26.8M
|
|
|
May 15, 2025
Q1 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
2.81K+ 9.76% |
$470K - $688K
|
31.6K
$9.05M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.81K+ 29.02% |
$470K - $687K
|
12.5K
$3.57M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.81K+ 28.31% |
$470K - $686K
|
12.7K
$3.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.8K+ 7.59% |
$468K - $684K
|
39.6K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.78K+ 26.48% |
$466K - $681K
|
13.3K
$3.81M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
2.78K+ 9.96% |
$465K - $680K
|
30.7K
$8.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.77K+ 0.87% |
$464K - $678K
|
321K
$91.9M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.74K+ 52.63% |
$459K - $671K
|
7.96K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.74KNew |
$459K - $670K
|
2.74K
$785K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
2.74KNew |
$458K - $669K
|
2.74K
$784K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.73K+ 3.12% |
$458K - $669K
|
90.3K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.72K+ 149.92% |
$456K - $667K
|
4.54K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.71KNew |
$453K - $663K
|
2.71K
$776K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.69K+ 24.26% |
$450K - $657K
|
13.8K
$3.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.68K+ 21.09% |
$449K - $656K
|
15.4K
$4.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.68K+ 12.65% |
$448K - $655K
|
23.8K
$6.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.67KNew |
$448K - $654K
|
2.67K
$766K
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.65K+ 1.08% |
$443K - $647K
|
248K
$71.1M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
2.65KNew |
$443K - $647K
|
2.65K
$758K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
BUY
|
- |
2.64K+ 167.22% |
$442K - $646K
|
4.22K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.64K+ 1466.67% |
$442K - $646K
|
2.82K
$808K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.63K+ 21.62% |
$440K - $643K
|
14.8K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.63K+ 30.38% |
$440K - $643K
|
11.3K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.61K+ 0.07% |
$437K - $639K
|
3.93M
$1.13B
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.61K+ 24.84% |
$437K - $639K
|
13.1K
$3.76M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
2.6K+ 17.21% |
$436K - $637K
|
17.7K
$5.08M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.6K+ 16.93% |
$435K - $636K
|
18K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2.6K+ 31.71% |
$435K - $636K
|
10.8K
$3.09M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.58K+ 24.11% |
$432K - $631K
|
13.3K
$3.8M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.57K+ 31.62% |
$429K - $628K
|
10.7K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
2.54K+ 6.43% |
$425K - $621K
|
42K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.53K+ 13.77% |
$423K - $618K
|
20.9K
$5.98M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
2.51KNew |
$421K - $615K
|
2.51K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
2.51K+ 8.11% |
$420K - $614K
|
33.4K
$9.57M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.5KNew |
$418K - $612K
|
2.5K
$716K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.49K+ 43.53% |
$418K - $610K
|
8.22K
$2.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.49K+ 31.7% |
$417K - $610K
|
10.4K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2.49KNew |
$417K - $609K
|
2.49K
$713K
|
|
|
May 13, 2025
Q1 2025
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
2.48K+ 2.55% |
$416K - $608K
|
100K
$28.6M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
2.48KNew |
$416K - $608K
|
2.48K
$711K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.46K+ 66.5% |
$412K - $602K
|
6.16K
$1.77M
|