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 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.26KNew |
$211K - $308K
|
1.26K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.25K+ 40.89% |
$210K - $307K
|
4.32K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.25KNew |
$209K - $306K
|
1.25K
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.25K+ 4.33% |
$208K - $305K
|
30K
$8.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.25K+ 7.0% |
$208K - $305K
|
19K
$5.45M
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.24K+ 41.4% |
$208K - $304K
|
4.24K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.24KNew |
$208K - $303K
|
1.24K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.24K+ 7.31% |
$207K - $303K
|
18.2K
$5.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 15.13% |
$207K - $302K
|
9.4K
$2.69M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
1.23K+ 8.23% |
$206K - $302K
|
16.2K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.23K+ 20.72% |
$206K - $301K
|
7.17K
$2.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.23KNew |
$206K - $301K
|
1.23K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.23K+ 110.55% |
$205K - $300K
|
2.34K
$669K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1.22K+ 15.22% |
$205K - $299K
|
9.25K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.22KNew |
$204K - $299K
|
1.22K
$350K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
1.21K+ 109.43% |
$202K - $295K
|
2.31K
$662K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.2K+ 33.85% |
$201K - $294K
|
4.75K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
1.2K+ 36.36% |
$201K - $294K
|
4.5K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
1.2K+ 11.52% |
$201K - $294K
|
11.6K
$3.33M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1.2K+ 5.46% |
$201K - $293K
|
23.2K
$6.63M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 69.03% |
$200K - $293K
|
2.93K
$840K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.2K+ 51.51% |
$200K - $293K
|
3.52K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.2KNew |
$200K - $293K
|
1.2K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
1.2K+ 8.06% |
$200K - $293K
|
16K
$4.59M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
1.2K+ 63.19% |
$200K - $292K
|
3.09K
$884K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.19K+ 54.45% |
$199K - $291K
|
3.37K
$965K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.19K+ 78.06% |
$199K - $291K
|
2.71K
$776K
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.18K+ 22.31% |
$197K - $288K
|
6.46K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.17K+ 9.94% |
$197K - $287K
|
13K
$3.72M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.17K+ 1953.33% |
$196K - $287K
|
1.23K
$353K
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
1.16K+ 11.89% |
$195K - $285K
|
11K
$3.14M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.16K+ 7.4% |
$195K - $285K
|
16.9K
$4.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
1.16K+ 5.49% |
$194K - $284K
|
22.3K
$6.38M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.16K+ 6.33% |
$194K - $284K
|
19.5K
$5.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
1.16K+ 1.96% |
$194K - $283K
|
60.2K
$17.2M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.16K+ 6.27% |
$194K - $283K
|
19.6K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
BUY
|
- |
1.15K+ 1.96% |
$193K - $281K
|
59.9K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
1.15KNew |
$192K - $281K
|
1.15K
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.15K+ 103.71% |
$192K - $280K
|
2.25K
$645K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.14K+ 7.42% |
$191K - $278K
|
16.5K
$4.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.13K+ 39.75% |
$189K - $276K
|
3.96K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.12K+ 7.85% |
$187K - $274K
|
15.4K
$4.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.12K+ 70.85% |
$187K - $274K
|
2.7K
$772K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 17.18% |
$185K - $270K
|
7.53K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.1K+ 4.31% |
$184K - $269K
|
26.6K
$7.63M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.09K+ 73.71% |
$182K - $266K
|
2.56K
$734K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.09K+ 13.59% |
$182K - $266K
|
9.08K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
BUY
|
- |
1.08K+ 25.12% |
$181K - $265K
|
5.4K
$1.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
1.08K+ 25.6% |
$180K - $263K
|
5.28K
$1.51M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.05K+ 34.1% |
$176K - $258K
|
4.15K
$1.19M
|