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 15, 2025
Q1 2025
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
270+ 27.38% |
$45.2K - $66.1K
|
1.26K
$350K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
269+ 1.15% |
$45K - $65.8K
|
23.8K
$6.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
268+ 1.98% |
$44.9K - $65.6K
|
13.8K
$3.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
266+ 10.44% |
$44.5K - $65.1K
|
2.81K
$784K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
266+ 0.85% |
$44.5K - $65.1K
|
31.4K
$8.74M
|
|
|
May 07, 2025
Q1 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
262+ 1.01% |
$43.9K - $64.1K
|
26.2K
$7.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
261+ 12.88% |
$43.7K - $63.9K
|
2.29K
$637K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
261+ 0.49% |
$43.7K - $63.9K
|
53.8K
$15M
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
260+ 10.55% |
$43.5K - $63.6K
|
2.73K
$759K
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
260+ 6.17% |
$43.5K - $63.6K
|
4.48K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
258+ 6.19% |
$43.2K - $63.1K
|
4.43K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
257+ 4.86% |
$43K - $62.9K
|
5.55K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
257+ 2.95% |
$43K - $62.9K
|
8.97K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
255New |
$42.7K - $62.4K
|
255
$71K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
255+ 0.55% |
$42.7K - $62.4K
|
46.9K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
255+ 2.38% |
$42.7K - $62.4K
|
11K
$3.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
253+ 11.82% |
$42.4K - $61.9K
|
2.39K
$667K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
252+ 14.72% |
$42.2K - $61.7K
|
1.96K
$547K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
251+ 26.34% |
$42K - $61.4K
|
1.2K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
250+ 13.48% |
$41.9K - $61.2K
|
2.11K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
250+ 5.0% |
$41.9K - $61.2K
|
5.25K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
250+ 3.07% |
$41.9K - $61.2K
|
8.4K
$2.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
245+ 14.39% |
$41K - $60K
|
1.95K
$542K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
244+ 22.28% |
$40.9K - $59.7K
|
1.34K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
243+ 17.62% |
$40.7K - $59.5K
|
1.62K
$452K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
243New |
$40.7K - $59.5K
|
243
$67.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
239+ 4.11% |
$40K - $58.5K
|
6.06K
$1.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
239+ 3.48% |
$40K - $58.5K
|
7.11K
$1.98M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
239+ 4.04% |
$40K - $58.5K
|
6.15K
$1.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
238+ 3.7% |
$39.8K - $58.2K
|
6.68K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
238+ 124.61% |
$39.8K - $58.2K
|
429
$120K
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
237+ 5.13% |
$39.7K - $58K
|
4.86K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
235+ 52.22% |
$39.3K - $57.5K
|
685
$191K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
235+ 10.98% |
$39.3K - $57.5K
|
2.38K
$662K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
235+ 13.63% |
$39.3K - $57.5K
|
1.96K
$546K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
235+ 6.92% |
$39.3K - $57.5K
|
3.63K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
234+ 5.35% |
$39.2K - $57.3K
|
4.61K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
234+ 5.75% |
$39.2K - $57.3K
|
4.3K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
232+ 21.38% |
$38.8K - $56.8K
|
1.32K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
230+ 34.85% |
$38.5K - $56.3K
|
890
$248K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
230+ 39.52% |
$38.5K - $56.3K
|
812
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
226+ 0.94% |
$37.8K - $55.3K
|
24.3K
$6.77M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
225+ 2.9% |
$37.7K - $55.1K
|
7.99K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
225+ 4.05% |
$37.7K - $55.1K
|
5.78K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
224+ 7.36% |
$37.5K - $54.8K
|
3.27K
$910K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
224+ 6.26% |
$37.5K - $54.8K
|
3.8K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
223+ 2.71% |
$37.3K - $54.6K
|
8.44K
$2.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
222+ 8.03% |
$37.2K - $54.3K
|
2.99K
$832K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
220+ 7.06% |
$36.8K - $53.8K
|
3.34K
$930K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
220+ 7.62% |
$36.8K - $53.8K
|
3.11K
$865K
|