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 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
563+ 9.98% |
$94.3K - $138K
|
6.21K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
561+ 4.05% |
$93.9K - $137K
|
14.4K
$4.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
560+ 24.39% |
$93.8K - $137K
|
2.86K
$823K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
556+ 4.88% |
$93.1K - $136K
|
11.9K
$3.44M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
555New |
$92.9K - $136K
|
555
$160K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
551+ 3.71% |
$92.3K - $135K
|
15.4K
$4.44M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
544+ 18.5% |
$91.1K - $133K
|
3.49K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
543+ 17.11% |
$90.9K - $133K
|
3.72K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
542+ 35.87% |
$90.7K - $133K
|
2.05K
$592K
|
|
|
Apr 24, 2025
Q1 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
541+ 19.52% |
$90.6K - $132K
|
3.31K
$955K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
540+ 8.37% |
$90.4K - $132K
|
6.99K
$2.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
538+ 11.21% |
$90.1K - $132K
|
5.34K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
536+ 4.18% |
$89.7K - $131K
|
13.4K
$3.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
536+ 33.61% |
$89.7K - $131K
|
2.13K
$614K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
534+ 22.87% |
$89.4K - $131K
|
2.87K
$827K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
532+ 20.11% |
$89.1K - $130K
|
3.18K
$916K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
531+ 10.28% |
$88.9K - $130K
|
5.7K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
530+ 3.99% |
$88.7K - $130K
|
13.8K
$3.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
530New |
$88.7K - $130K
|
530
$153K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
530+ 45.81% |
$88.7K - $130K
|
1.69K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
528+ 22.91% |
$88.4K - $129K
|
2.83K
$816K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
526+ 19.66% |
$88.1K - $129K
|
3.2K
$923K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
524+ 54.36% |
$87.7K - $128K
|
1.49K
$429K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
522+ 15.16% |
$87.4K - $128K
|
3.97K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
520New |
$87.1K - $127K
|
520
$150K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
519+ 2.22% |
$86.9K - $127K
|
23.9K
$6.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
518+ 18.27% |
$86.7K - $127K
|
3.35K
$966K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
516+ 9.72% |
$86.4K - $126K
|
5.83K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
516+ 49.14% |
$86.4K - $126K
|
1.57K
$451K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
515+ 35.06% |
$86.2K - $126K
|
1.98K
$572K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
507+ 27.7% |
$84.9K - $124K
|
2.34K
$674K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
507+ 18.68% |
$84.9K - $124K
|
3.22K
$928K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
505+ 18.43% |
$84.6K - $124K
|
3.25K
$935K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
502+ 5.85% |
$84K - $123K
|
9.09K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
501New |
$83.9K - $123K
|
501
$144K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
500+ 50.3% |
$83.7K - $122K
|
1.49K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
500+ 1.65% |
$83.7K - $122K
|
30.9K
$8.89M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
500+ 27.32% |
$83.7K - $122K
|
2.33K
$672K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
498+ 1.63% |
$83.4K - $122K
|
31.1K
$8.97M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
496+ 11.32% |
$83K - $121K
|
4.88K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
494+ 15.02% |
$82.7K - $121K
|
3.78K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
488+ 23.8% |
$81.7K - $119K
|
2.54K
$731K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
485+ 5.35% |
$81.2K - $119K
|
9.55K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
484+ 5.54% |
$81K - $118K
|
9.23K
$2.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
482+ 1.31% |
$80.7K - $118K
|
37.4K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
479+ 13.45% |
$80.2K - $117K
|
4.04K
$1.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
478+ 11.39% |
$80K - $117K
|
4.67K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
473+ 2.4% |
$79.2K - $116K
|
20.2K
$5.82M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
473+ 1.19% |
$79.2K - $116K
|
40.1K
$11.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
471+ 43.45% |
$78.9K - $115K
|
1.56K
$448K
|