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 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2K+ 8.19% |
$335K - $490K
|
26.5K
$7.58M
|
|
|
May 15, 2025
Q1 2025
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
2KNew |
$335K - $489K
|
2K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
BUY
|
- |
2K+ 10.0% |
$335K - $489K
|
22K
$6.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2K+ 19.44% |
$334K - $488K
|
12.3K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.99K+ 11.22% |
$333K - $487K
|
19.7K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
1.98K+ 36.07% |
$331K - $483K
|
7.45K
$2.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.97K+ 51.82% |
$329K - $481K
|
5.76K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.96K+ 60.62% |
$329K - $481K
|
5.2K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.96K+ 10.47% |
$329K - $480K
|
20.7K
$5.93M
|
|
|
May 13, 2025
Q1 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.96KNew |
$328K - $479K
|
1.96K
$561K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.95K+ 20.34% |
$326K - $477K
|
11.5K
$3.3M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.95K+ 55.8% |
$326K - $477K
|
5.44K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.95K+ 69.5% |
$326K - $477K
|
4.75K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.95K+ 70.41% |
$326K - $476K
|
4.71K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.94K+ 4.46% |
$324K - $474K
|
45.4K
$13M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.93K+ 13.62% |
$324K - $473K
|
16.1K
$4.62M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1.93K+ 15.38% |
$323K - $473K
|
14.5K
$4.15M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.93KNew |
$323K - $472K
|
1.93K
$553K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.93K+ 12.98% |
$323K - $472K
|
16.8K
$4.81M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.93KNew |
$323K - $472K
|
1.93K
$552K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.92K+ 0.48% |
$321K - $469K
|
402K
$115M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.91K+ 6.37% |
$320K - $467K
|
31.9K
$9.13M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.91KNew |
$320K - $467K
|
1.91K
$547K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.9KNew |
$318K - $465K
|
1.9K
$545K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.9KNew |
$318K - $465K
|
1.9K
$544K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.89K+ 8.84% |
$316K - $462K
|
23.2K
$6.66M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.87K+ 24.47% |
$313K - $457K
|
9.51K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.87K+ 18.7% |
$313K - $457K
|
11.9K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.86K+ 22.5% |
$311K - $455K
|
10.1K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.86K+ 71.12% |
$311K - $454K
|
4.47K
$1.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.86K+ 5.87% |
$311K - $454K
|
33.5K
$9.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.84K+ 2.4% |
$309K - $451K
|
78.6K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.84K+ 6.73% |
$309K - $451K
|
29.2K
$8.38M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.81K+ 1.98% |
$303K - $443K
|
93.4K
$26.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
1.8K+ 0.23% |
$301K - $440K
|
795K
$228M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.8K+ 0.37% |
$301K - $440K
|
482K
$138M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.8KNew |
$301K - $440K
|
1.8K
$515K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.79K+ 47.68% |
$300K - $438K
|
5.54K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.79K+ 23.4% |
$299K - $438K
|
9.43K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.78K+ 5.18% |
$298K - $436K
|
36.2K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.78K+ 40.85% |
$297K - $435K
|
6.12K
$1.75M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
1.78K+ 19.34% |
$297K - $434K
|
11K
$3.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.77K+ 81.23% |
$296K - $432K
|
3.94K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.75K+ 33.49% |
$294K - $429K
|
6.99K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.75KNew |
$293K - $429K
|
1.75K
$502K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.75K+ 39.55% |
$293K - $428K
|
6.17K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
1.75K+ 10.52% |
$292K - $427K
|
18.3K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.73K+ 60.13% |
$290K - $424K
|
4.62K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
1.73K+ 1.22% |
$290K - $423K
|
143K
$41M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.73K+ 1.55% |
$289K - $423K
|
114K
$32.5M
|