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 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
468+ 1.26% |
$78.4K - $115K
|
37.8K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
467+ 5.79% |
$78.2K - $114K
|
8.53K
$2.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
467+ 2.91% |
$78.2K - $114K
|
16.5K
$4.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
463+ 51.39% |
$77.5K - $113K
|
1.36K
$393K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
461+ 14.96% |
$77.2K - $113K
|
3.54K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
460+ 8.03% |
$77K - $113K
|
6.19K
$1.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
460+ 33.63% |
$77K - $113K
|
1.83K
$527K
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
460+ 5.08% |
$77K - $113K
|
9.51K
$2.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
458+ 4.03% |
$76.7K - $112K
|
11.8K
$3.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
457+ 2.34% |
$76.5K - $112K
|
20K
$5.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
455+ 8.55% |
$76.2K - $111K
|
5.78K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
452+ 2.89% |
$75.7K - $111K
|
16.1K
$4.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
452+ 35.99% |
$75.7K - $111K
|
1.71K
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
452+ 28.09% |
$75.7K - $111K
|
2.06K
$594K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
451+ 22.17% |
$75.5K - $110K
|
2.49K
$716K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
451+ 34.91% |
$75.5K - $110K
|
1.74K
$502K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
450+ 45.0% |
$75.3K - $110K
|
1.45K
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
449+ 7.01% |
$75.2K - $110K
|
6.86K
$1.98M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
448+ 2.94% |
$75K - $110K
|
15.7K
$4.53M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
448New |
$75K - $110K
|
448
$129K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
447+ 27.44% |
$74.8K - $109K
|
2.08K
$598K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
446+ 32.77% |
$74.7K - $109K
|
1.81K
$521K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
445+ 4.78% |
$74.5K - $109K
|
9.75K
$2.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
445+ 17.14% |
$74.5K - $109K
|
3.04K
$877K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
445+ 12.61% |
$74.5K - $109K
|
3.97K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
445+ 9.85% |
$74.5K - $109K
|
4.96K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
443+ 5.42% |
$74.2K - $108K
|
8.62K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
440+ 0.89% |
$73.7K - $108K
|
49.6K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
439+ 4.7% |
$73.5K - $107K
|
9.78K
$2.82M
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
439+ 3.64% |
$73.5K - $107K
|
12.5K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
438+ 16.16% |
$73.3K - $107K
|
3.15K
$907K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
432+ 8.88% |
$72.3K - $106K
|
5.3K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
BUY
|
- |
429+ 6.94% |
$71.8K - $105K
|
6.61K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
424+ 2.17% |
$71K - $104K
|
20K
$5.75M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
421+ 2.03% |
$70.5K - $103K
|
21.2K
$6.11M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
418+ 0.6% |
$70K - $102K
|
70.2K
$20.2M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
418+ 18.42% |
$70K - $102K
|
2.69K
$774K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
416+ 9.83% |
$69.7K - $102K
|
4.65K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
412+ 1.45% |
$69K - $101K
|
28.9K
$8.33M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
412+ 8.97% |
$69K - $101K
|
5K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
411+ 14.46% |
$68.8K - $101K
|
3.25K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
410+ 41.58% |
$68.6K - $100K
|
1.4K
$402K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
407+ 245.18% |
$68.1K - $99.6K
|
573
$165K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
406+ 2.69% |
$68K - $99.3K
|
15.5K
$4.46M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
405+ 30.57% |
$67.8K - $99.1K
|
1.73K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
400+ 6.88% |
$67K - $97.9K
|
6.22K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
399+ 0.42% |
$66.8K - $97.6K
|
95K
$27.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
397+ 43.63% |
$66.5K - $97.1K
|
1.31K
$377K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
397+ 6.21% |
$66.5K - $97.1K
|
6.79K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
396+ 13.99% |
$66.3K - $96.9K
|
3.23K
$930K
|