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 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.05K+ 77.93% |
$176K - $257K
|
2.4K
$688K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 15.1% |
$176K - $257K
|
8.01K
$2.3M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.05K+ 51.68% |
$175K - $256K
|
3.07K
$880K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.04K+ 13.68% |
$174K - $254K
|
8.64K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.04K+ 3.33% |
$174K - $254K
|
32.2K
$9.24M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.04K+ 12.06% |
$174K - $254K
|
9.65K
$2.76M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.03K+ 5.99% |
$173K - $253K
|
18.3K
$5.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.03K+ 24.52% |
$172K - $251K
|
5.21K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 37.32% |
$171K - $250K
|
3.76K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.02K+ 15.09% |
$171K - $250K
|
7.8K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.02K+ 51.72% |
$171K - $250K
|
3K
$858K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.02K+ 0.79% |
$171K - $250K
|
130K
$37.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.02K+ 45.42% |
$170K - $249K
|
3.26K
$933K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.02K+ 10.07% |
$170K - $249K
|
11.1K
$3.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.01K+ 51.58% |
$170K - $248K
|
2.98K
$854K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.01K+ 84.22% |
$170K - $248K
|
2.22K
$635K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.01K+ 76.53% |
$170K - $248K
|
2.34K
$670K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
1.01K+ 49.68% |
$170K - $248K
|
3.05K
$874K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.01K+ 29.53% |
$168K - $246K
|
4.41K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1K+ 19.05% |
$168K - $245K
|
6.27K
$1.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1K+ 0.11% |
$167K - $245K
|
889K
$255M
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1K+ 10.42% |
$167K - $245K
|
10.6K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
999+ 15.28% |
$167K - $244K
|
7.54K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
996+ 83.49% |
$167K - $244K
|
2.19K
$627K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
991+ 37.26% |
$166K - $242K
|
3.65K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
983+ 47.49% |
$165K - $241K
|
3.05K
$875K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
981+ 7.49% |
$164K - $240K
|
14.1K
$4.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
973+ 6.46% |
$163K - $238K
|
16K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Tamar Securities, LLC
|
BUY
|
- |
967+ 55.93% |
$162K - $237K
|
2.7K
$772K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
961+ 15.82% |
$161K - $235K
|
7.04K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
961+ 3.46% |
$161K - $235K
|
28.7K
$8.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
960+ 51.47% |
$161K - $235K
|
2.83K
$809K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
959+ 36.48% |
$161K - $235K
|
3.59K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
954+ 4.06% |
$160K - $233K
|
24.5K
$7.01M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
954+ 11.49% |
$160K - $233K
|
9.26K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
952New |
$159K - $233K
|
952
$273K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
951+ 13.22% |
$159K - $233K
|
8.15K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
943+ 18.98% |
$158K - $231K
|
5.91K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
941+ 46.65% |
$158K - $230K
|
2.96K
$847K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
940+ 28.75% |
$157K - $230K
|
4.21K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
940+ 1.38% |
$157K - $230K
|
68.9K
$19.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Jlb & Associates Inc
|
BUY
|
- |
937+ 11.86% |
$157K - $229K
|
8.84K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
936New |
$157K - $229K
|
936
$268K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
932+ 10.25% |
$156K - $228K
|
10K
$2.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
930+ 15.91% |
$156K - $228K
|
6.78K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
929+ 51.87% |
$156K - $227K
|
2.72K
$779K
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
928+ 29.12% |
$155K - $227K
|
4.12K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
918+ 1.71% |
$154K - $225K
|
54.7K
$15.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
912+ 1.09% |
$153K - $223K
|
84.3K
$24.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
912+ 5.24% |
$153K - $223K
|
18.3K
$5.25M
|