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 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
318+ 0.77% |
$53.2K - $77.8K
|
41.6K
$11.6M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
318+ 3.72% |
$53.2K - $77.8K
|
8.87K
$2.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
316+ 20.45% |
$52.9K - $77.3K
|
1.86K
$518K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
316+ 5.31% |
$52.9K - $77.3K
|
6.27K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
314+ 23.22% |
$52.6K - $76.8K
|
1.67K
$464K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
313+ 10.68% |
$52.4K - $76.6K
|
3.24K
$903K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
313+ 5.12% |
$52.4K - $76.6K
|
6.43K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
313+ 4.63% |
$52.4K - $76.6K
|
7.08K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
312+ 16.11% |
$52.2K - $76.3K
|
2.25K
$627K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
312+ 34.9% |
$52.2K - $76.3K
|
1.21K
$336K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
312+ 17.14% |
$52.2K - $76.3K
|
2.13K
$594K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
310+ 41.89% |
$51.9K - $75.9K
|
1.05K
$293K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
308+ 10.42% |
$51.6K - $75.4K
|
3.26K
$909K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
308+ 5.82% |
$51.6K - $75.4K
|
5.6K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
306+ 13.93% |
$51.2K - $74.9K
|
2.5K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
305+ 3.94% |
$51.1K - $74.6K
|
8.04K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
302+ 6.98% |
$50.6K - $73.9K
|
4.63K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
301+ 20.83% |
$50.4K - $73.7K
|
1.75K
$486K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
299+ 16.7% |
$50.1K - $73.2K
|
2.09K
$582K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
298+ 14.56% |
$49.9K - $72.9K
|
2.35K
$653K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
298+ 8.98% |
$49.9K - $72.9K
|
3.62K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
296+ 1.35% |
$49.6K - $72.4K
|
22.2K
$6.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
294New |
$49.2K - $71.9K
|
294
$81.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
292+ 21.28% |
$48.9K - $71.5K
|
1.66K
$464K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
291+ 1.62% |
$48.7K - $71.2K
|
18.2K
$5.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
290+ 6.94% |
$48.6K - $71K
|
4.47K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
290+ 5.73% |
$48.6K - $71K
|
5.35K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
289+ 11.97% |
$48.4K - $70.7K
|
2.7K
$753K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
289+ 2.65% |
$48.4K - $70.7K
|
11.2K
$3.12M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
287+ 3.69% |
$48.1K - $70.2K
|
8.06K
$2.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
286+ 10.51% |
$47.9K - $70K
|
3.01K
$838K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
283+ 7.5% |
$47.4K - $69.3K
|
4.06K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
283+ 0.15% |
$47.4K - $69.3K
|
185K
$51.5M
|
|
|
May 12, 2025
Q1 2025
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
283New |
$47.4K - $69.3K
|
283
$78.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
280+ 24.67% |
$46.9K - $68.5K
|
1.42K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
280+ 164.71% |
$46.9K - $68.5K
|
450
$125K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
279+ 3.83% |
$46.7K - $68.3K
|
7.56K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
279+ 0.67% |
$46.7K - $68.3K
|
42K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
278+ 4.05% |
$46.5K - $68K
|
7.15K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
278+ 12.62% |
$46.5K - $68K
|
2.48K
$691K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
277+ 2.81% |
$46.4K - $67.8K
|
10.1K
$2.82M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
276+ 2.46% |
$46.2K - $67.5K
|
11.5K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
276+ 120.0% |
$46.2K - $67.5K
|
506
$141K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
275+ 0.76% |
$46K - $67.3K
|
36.4K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
275+ 1.27% |
$46K - $67.3K
|
21.9K
$6.1M
|
|
|
May 12, 2025
Q1 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
275+ 12.79% |
$46K - $67.3K
|
2.43K
$676K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
275New |
$46K - $67.3K
|
275
$76.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
271+ 10.11% |
$45.4K - $66.3K
|
2.95K
$822K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
270New |
$45.2K - $66.1K
|
270
$75.2K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
270+ 13.18% |
$45.2K - $66.1K
|
2.32K
$646K
|