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 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
751+ 23.8% |
$126K - $184K
|
3.91K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
750+ 2.68% |
$126K - $184K
|
28.8K
$8.24M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
747+ 31.99% |
$125K - $183K
|
3.08K
$883K
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
740+ 36.36% |
$124K - $181K
|
2.78K
$795K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
740+ 158.46% |
$124K - $181K
|
1.21K
$346K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
736+ 5.47% |
$123K - $180K
|
14.2K
$4.07M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
736+ 0.31% |
$123K - $180K
|
239K
$68.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
732+ 72.48% |
$123K - $179K
|
1.74K
$499K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
731+ 4.13% |
$122K - $179K
|
18.4K
$5.28M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
726+ 121.0% |
$122K - $178K
|
1.33K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
725+ 12.1% |
$121K - $177K
|
6.72K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
724+ 8.98% |
$121K - $177K
|
8.79K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
712+ 71.41% |
$119K - $174K
|
1.71K
$490K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
712+ 2.63% |
$119K - $174K
|
27.8K
$7.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
706+ 11.92% |
$118K - $173K
|
6.63K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
705+ 19.47% |
$118K - $173K
|
4.33K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
703+ 12.62% |
$118K - $172K
|
6.27K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
700+ 1.3% |
$117K - $171K
|
54.4K
$15.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
695+ 14.65% |
$116K - $170K
|
5.44K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
695+ 59.81% |
$116K - $170K
|
1.86K
$532K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
694+ 1.63% |
$116K - $170K
|
43.3K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
694New |
$116K - $170K
|
694
$199K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
688+ 6.83% |
$115K - $168K
|
10.8K
$3.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
688+ 30.42% |
$115K - $168K
|
2.95K
$845K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
688+ 1.18% |
$115K - $168K
|
59K
$16.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
685+ 56.19% |
$115K - $168K
|
1.9K
$545K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
685+ 33.45% |
$115K - $168K
|
2.73K
$783K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
685+ 6.61% |
$115K - $168K
|
11K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
685+ 11.18% |
$115K - $168K
|
6.81K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
684+ 9.05% |
$115K - $167K
|
8.24K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
682+ 4.91% |
$114K - $167K
|
14.6K
$4.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
681+ 2.96% |
$114K - $167K
|
23.7K
$6.79M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
681+ 18.87% |
$114K - $167K
|
4.29K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
681+ 44.92% |
$114K - $167K
|
2.2K
$629K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
681+ 5.72% |
$114K - $167K
|
12.6K
$3.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
680+ 17.36% |
$114K - $166K
|
4.6K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
680+ 31.92% |
$114K - $166K
|
2.81K
$805K
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
678+ 2.69% |
$114K - $166K
|
25.9K
$7.42M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
675+ 0.93% |
$113K - $165K
|
73.2K
$21M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
673+ 26.25% |
$113K - $165K
|
3.24K
$927K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
672+ 22.33% |
$113K - $164K
|
3.68K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
670+ 2.36% |
$112K - $164K
|
29K
$8.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
655+ 31.73% |
$110K - $160K
|
2.72K
$779K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
654+ 16.27% |
$109K - $160K
|
4.67K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
652+ 2.72% |
$109K - $160K
|
24.6K
$7.06M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
651+ 135.63% |
$109K - $159K
|
1.13K
$324K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
650+ 14.42% |
$109K - $159K
|
5.16K
$1.48M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
650+ 6.93% |
$109K - $159K
|
10K
$2.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
649+ 1.9% |
$109K - $159K
|
34.8K
$9.96M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
645+ 4.92% |
$108K - $158K
|
13.8K
$3.94M
|