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 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
396+ 21.04% |
$66.3K - $96.9K
|
2.28K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
394+ 15.6% |
$66K - $96.4K
|
2.92K
$813K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
393+ 1.88% |
$65.8K - $96.2K
|
21.3K
$5.93M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
393+ 3.21% |
$65.8K - $96.2K
|
12.6K
$3.52M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
393+ 11.27% |
$65.8K - $96.2K
|
3.88K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
393+ 0.91% |
$65.8K - $96.2K
|
43.6K
$12.1M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
390+ 2.8% |
$65.3K - $95.4K
|
14.3K
$3.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
389+ 6.56% |
$65.1K - $95.2K
|
6.32K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
387+ 5.04% |
$64.8K - $94.7K
|
8.07K
$2.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
378+ 23.12% |
$63.3K - $92.5K
|
2.01K
$561K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
378+ 13.58% |
$63.3K - $92.5K
|
3.16K
$881K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
376+ 6.25% |
$63K - $92K
|
6.39K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
375+ 19.05% |
$62.8K - $91.8K
|
2.34K
$653K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
374+ 29.92% |
$62.6K - $91.5K
|
1.62K
$452K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
372+ 3.63% |
$62.3K - $91K
|
10.6K
$2.96M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
371+ 2.51% |
$62.1K - $90.8K
|
15.1K
$4.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
370+ 23.27% |
$61.9K - $90.5K
|
1.96K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
370+ 55.22% |
$61.9K - $90.5K
|
1.04K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
365+ 27.36% |
$61.1K - $89.3K
|
1.7K
$473K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
358+ 32.31% |
$59.9K - $87.6K
|
1.47K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
356+ 0.49% |
$59.6K - $87.1K
|
73.6K
$20.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
356New |
$59.6K - $87.1K
|
356
$99.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
353+ 16.13% |
$59.1K - $86.4K
|
2.54K
$708K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
352+ 29.7% |
$58.9K - $86.1K
|
1.54K
$428K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
351+ 2.64% |
$58.8K - $85.9K
|
13.7K
$3.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
350+ 12.29% |
$58.6K - $85.6K
|
3.2K
$891K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
348+ 59.08% |
$58.3K - $85.2K
|
937
$261K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
347+ 17.46% |
$58.1K - $84.9K
|
2.33K
$650K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
347+ 2.46% |
$58.1K - $84.9K
|
14.5K
$4.03M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
346+ 0.52% |
$57.9K - $84.7K
|
66.7K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
345+ 1.04% |
$57.8K - $84.4K
|
33.7K
$9.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
343+ 39.56% |
$57.4K - $83.9K
|
1.21K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
343+ 5.31% |
$57.4K - $83.9K
|
6.8K
$1.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
343+ 4.92% |
$57.4K - $83.9K
|
7.31K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
340+ 3.63% |
$56.9K - $83.2K
|
9.7K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
338+ 3.29% |
$56.6K - $82.7K
|
10.6K
$2.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
337+ 21.87% |
$56.4K - $82.5K
|
1.88K
$523K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
336+ 1.62% |
$56.3K - $82.2K
|
21.1K
$5.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
336+ 7.47% |
$56.3K - $82.2K
|
4.84K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
336+ 5.17% |
$56.3K - $82.2K
|
6.83K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
335+ 9.38% |
$56.1K - $82K
|
3.91K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
335+ 2.31% |
$56.1K - $82K
|
14.8K
$4.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
333+ 17.98% |
$55.8K - $81.5K
|
2.19K
$609K
|
|
|
Apr 16, 2025
Q1 2025
|
Albert D Mason Inc
|
BUY
|
- |
331+ 18.0% |
$55.4K - $81K
|
2.17K
$605K
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
330+ 1.78% |
$55.3K - $80.8K
|
18.9K
$5.27M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
329+ 32.64% |
$55.1K - $80.5K
|
1.34K
$372K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
327+ 16.52% |
$54.7K - $80K
|
2.31K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Innovator Capital Management, LLC
Wheaton, IL |
BUY
|
- |
326+ 17.56% |
$54.6K - $79.8K
|
2.18K
$608K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
321+ 5.94% |
$53.7K - $78.5K
|
5.72K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
321+ 11.22% |
$53.7K - $78.5K
|
3.18K
$886K
|