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 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
643+ 45.9% |
$108K - $157K
|
2.04K
$589K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
638+ 35.94% |
$107K - $156K
|
2.41K
$695K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
637+ 25.83% |
$107K - $156K
|
3.1K
$894K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
634+ 2.63% |
$106K - $155K
|
24.7K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
632+ 5.17% |
$106K - $155K
|
12.9K
$3.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
631+ 15.32% |
$106K - $154K
|
4.75K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
622+ 1.71% |
$104K - $152K
|
36.9K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
621+ 2.3% |
$104K - $152K
|
27.6K
$7.96M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
619New |
$104K - $151K
|
619
$178K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
617+ 6.33% |
$103K - $151K
|
10.4K
$2.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
616+ 28.3% |
$103K - $151K
|
2.79K
$805K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
615+ 61.19% |
$103K - $150K
|
1.62K
$467K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
614+ 3.52% |
$103K - $150K
|
18.1K
$5.21M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
614+ 7.14% |
$103K - $150K
|
9.21K
$2.66M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
612+ 4.5% |
$102K - $150K
|
14.2K
$4.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
610+ 4.02% |
$102K - $149K
|
15.8K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
608+ 633.33% |
$102K - $149K
|
704
$203K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
607+ 32.65% |
$102K - $149K
|
2.47K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
606+ 2.87% |
$101K - $148K
|
21.7K
$6.25M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
605+ 6.88% |
$101K - $148K
|
9.4K
$2.71M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
604+ 0.1% |
$101K - $148K
|
628K
$181M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
601+ 3.24% |
$101K - $147K
|
19.1K
$5.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
601+ 10.77% |
$101K - $147K
|
6.18K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
600+ 26.6% |
$100K - $147K
|
2.86K
$823K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
599New |
$100K - $147K
|
599
$173K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
599+ 4.74% |
$100K - $147K
|
13.2K
$3.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
599+ 3.93% |
$100K - $147K
|
15.8K
$4.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
599+ 5.85% |
$100K - $147K
|
10.8K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
597+ 22.44% |
$100K - $146K
|
3.26K
$939K
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
595+ 28.07% |
$99.6K - $146K
|
2.72K
$782K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
590+ 8.83% |
$98.8K - $144K
|
7.27K
$2.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
589+ 66.93% |
$98.6K - $144K
|
1.47K
$423K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
588+ 1.35% |
$98.4K - $144K
|
44.3K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
586+ 15.85% |
$98.1K - $143K
|
4.28K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
586+ 32.32% |
$98.1K - $143K
|
2.4K
$691K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
585+ 2.95% |
$97.9K - $143K
|
20.4K
$5.88M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
585+ 4.65% |
$97.9K - $143K
|
13.2K
$3.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
584+ 16.41% |
$97.8K - $143K
|
4.14K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
584+ 55.83% |
$97.8K - $143K
|
1.63K
$470K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
578+ 10.46% |
$96.8K - $141K
|
6.11K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
576New |
$96.4K - $141K
|
576
$166K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
573+ 0.81% |
$95.9K - $140K
|
71.3K
$20.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
571+ 5.21% |
$95.6K - $140K
|
11.5K
$3.32M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
571+ 0.54% |
$95.6K - $140K
|
105K
$30.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
570+ 7.11% |
$95.4K - $139K
|
8.58K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
570+ 33.73% |
$95.4K - $139K
|
2.26K
$651K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
569+ 64.29% |
$95.3K - $139K
|
1.45K
$419K
|
|
|
May 14, 2025
Q1 2025
|
Nat West Group PLC
|
BUY
|
- |
568+ 2.13% |
$95.1K - $139K
|
27.2K
$7.84M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
565+ 8.72% |
$94.6K - $138K
|
7.04K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
564+ 42.06% |
$94.4K - $138K
|
1.91K
$549K
|