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 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
909+ 11.19% |
$152K - $222K
|
9.04K
$2.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
908+ 6.36% |
$152K - $222K
|
15.2K
$4.35M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
900+ 20.64% |
$151K - $220K
|
5.26K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
898+ 0.36% |
$150K - $220K
|
250K
$71.6M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
897+ 4.19% |
$150K - $219K
|
22.3K
$6.39M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
896+ 86.49% |
$150K - $219K
|
1.93K
$553K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
894+ 59.72% |
$150K - $219K
|
2.39K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
894+ 0.73% |
$150K - $219K
|
123K
$35.4M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
893+ 69.49% |
$150K - $219K
|
2.18K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
893+ 12.67% |
$150K - $219K
|
7.94K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
890+ 27.33% |
$149K - $218K
|
4.15K
$1.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
889+ 3.11% |
$149K - $218K
|
29.5K
$8.46M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
870New |
$146K - $213K
|
870
$249K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
862+ 4.2% |
$144K - $211K
|
21.4K
$6.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
860+ 22.25% |
$144K - $210K
|
4.73K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
860+ 11.17% |
$144K - $210K
|
8.56K
$2.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
856+ 32.97% |
$143K - $209K
|
3.45K
$989K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
852+ 17.86% |
$143K - $208K
|
5.62K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
BUY
|
- |
851+ 38.79% |
$142K - $208K
|
3.05K
$872K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
850+ 43.02% |
$142K - $208K
|
2.83K
$810K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
850+ 11.33% |
$142K - $208K
|
8.35K
$2.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
837+ 70.1% |
$140K - $205K
|
2.03K
$582K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
832+ 62.7% |
$139K - $204K
|
2.16K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
831New |
$139K - $203K
|
831
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
830+ 3.84% |
$139K - $203K
|
22.5K
$6.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
830+ 58.7% |
$139K - $203K
|
2.24K
$643K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
825+ 53.57% |
$138K - $202K
|
2.37K
$677K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
819New |
$137K - $200K
|
819
$235K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
818+ 24.3% |
$137K - $200K
|
4.18K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
812+ 1211.94% |
$136K - $199K
|
879
$252K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
806+ 3.84% |
$135K - $197K
|
21.8K
$6.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
805New |
$135K - $197K
|
805
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
797+ 33.66% |
$133K - $195K
|
3.17K
$907K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
789+ 5.39% |
$132K - $193K
|
15.4K
$4.42M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
786+ 19.39% |
$132K - $192K
|
4.84K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
785+ 0.53% |
$131K - $192K
|
149K
$42.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
784+ 1.89% |
$131K - $192K
|
42.2K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
783+ 2.01% |
$131K - $192K
|
39.7K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
782+ 9.74% |
$131K - $191K
|
8.81K
$2.52M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
778+ 0.38% |
$130K - $190K
|
208K
$59.6M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
BUY
|
- |
770+ 0.13% |
$129K - $188K
|
600K
$172M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
770+ 1.25% |
$129K - $188K
|
62.5K
$17.9M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
770+ 75.49% |
$129K - $188K
|
1.79K
$513K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
768+ 1.31% |
$129K - $188K
|
59.2K
$17M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
767+ 18.2% |
$128K - $188K
|
4.98K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
757+ 1.58% |
$127K - $185K
|
48.8K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
756+ 51.53% |
$127K - $185K
|
2.22K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
755+ 59.73% |
$126K - $185K
|
2.02K
$578K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
753+ 2.49% |
$126K - $184K
|
30.9K
$8.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
751+ 30.91% |
$126K - $184K
|
3.18K
$911K
|