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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.46K+ 2.0% |
$411K - $601K
|
125K
$35.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
2.44K+ 19.72% |
$409K - $598K
|
14.8K
$4.25M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.43K+ 7.52% |
$406K - $594K
|
34.7K
$9.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.4K+ 1.08% |
$401K - $587K
|
224K
$64M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.4K+ 7.74% |
$401K - $586K
|
33.4K
$9.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.39K+ 50.79% |
$401K - $586K
|
7.11K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.37K+ 42.32% |
$396K - $579K
|
7.95K
$2.28M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.36K+ 10.86% |
$396K - $578K
|
24.1K
$6.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.35KNew |
$393K - $575K
|
2.35K
$673K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.33K+ 4.26% |
$390K - $570K
|
57K
$16.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.32K+ 7.97% |
$389K - $568K
|
31.5K
$9.02M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.32K+ 51.29% |
$388K - $568K
|
6.84K
$1.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
2.31KNew |
$386K - $564K
|
2.31K
$660K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.3K+ 14.04% |
$386K - $564K
|
18.7K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2.3K+ 196.92% |
$385K - $562K
|
3.47K
$993K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
2.3K+ 82.55% |
$384K - $562K
|
5.08K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.29KNew |
$384K - $561K
|
2.29K
$657K
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
2.29K+ 66.76% |
$383K - $560K
|
5.72K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
BUY
|
- |
2.29KNew |
$383K - $560K
|
2.29K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.28K+ 12.08% |
$381K - $557K
|
21.1K
$6.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.26K+ 4.39% |
$379K - $554K
|
53.8K
$15.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.26KNew |
$379K - $553K
|
2.26K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.26K+ 2.31% |
$378K - $553K
|
100K
$28.7M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.25K+ 19.73% |
$377K - $551K
|
13.7K
$3.92M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.23K+ 57.23% |
$374K - $546K
|
6.13K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.22K+ 10.84% |
$372K - $544K
|
22.7K
$6.51M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.22K+ 10.06% |
$372K - $544K
|
24.3K
$6.96M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.22K+ 2.99% |
$372K - $543K
|
76.5K
$21.9M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
2.22KNew |
$371K - $542K
|
2.22K
$634K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.2KNew |
$368K - $538K
|
2.2K
$630K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
2.19KNew |
$367K - $536K
|
2.19K
$628K
|
|
|
Apr 29, 2025
Q1 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.19K+ 24.44% |
$366K - $535K
|
11.1K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
2.18KNew |
$365K - $534K
|
2.18K
$625K
|
|
|
May 14, 2025
Q1 2025
|
Mig Capital, LLC
Newport Beach, CA |
BUY
|
- |
2.15K+ 140.23% |
$361K - $527K
|
3.69K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.15K+ 0.5% |
$360K - $526K
|
432K
$124M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.15K+ 7.37% |
$360K - $526K
|
31.3K
$8.96M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.15KNew |
$359K - $525K
|
2.15K
$614K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.14K+ 13.99% |
$358K - $523K
|
17.4K
$4.99M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.13K+ 19.47% |
$357K - $521K
|
13.1K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.13K+ 11.92% |
$356K - $521K
|
20K
$5.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.1K+ 234.6% |
$352K - $514K
|
3K
$859K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
2.08K+ 51.26% |
$347K - $508K
|
6.12K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
2.07KNew |
$346K - $506K
|
2.07K
$592K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
2.06KNew |
$345K - $504K
|
2.06K
$590K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.05K+ 113.46% |
$343K - $501K
|
3.86K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.05K+ 35.93% |
$343K - $501K
|
7.75K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.04K+ 62.53% |
$341K - $498K
|
5.29K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.02K+ 5.6% |
$338K - $493K
|
38K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.02K+ 12.09% |
$337K - $493K
|
18.7K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2K+ 21.43% |
$336K - $490K
|
11.4K
$3.25M
|