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 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
218+ 5.12% |
$36.5K - $53.3K
|
4.48K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
212+ 9.22% |
$35.5K - $51.9K
|
2.51K
$700K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
211+ 9.66% |
$35.3K - $51.6K
|
2.4K
$667K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
211+ 0.4% |
$35.3K - $51.6K
|
53.4K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
210+ 29.49% |
$35.2K - $51.4K
|
922
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
209+ 20900.0% |
$35K - $51.1K
|
210
$58.5K
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
209+ 9.46% |
$35K - $51.1K
|
2.42K
$674K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
207+ 1.11% |
$34.7K - $50.7K
|
18.8K
$5.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
206+ 5.79% |
$34.5K - $50.4K
|
3.76K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
205+ 3.81% |
$34.3K - $50.2K
|
5.59K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
205+ 1.65% |
$34.3K - $50.2K
|
12.6K
$3.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
205+ 0.18% |
$34.3K - $50.2K
|
113K
$31.5M
|
|
|
May 12, 2025
Q1 2025
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
205+ 10.62% |
$34.3K - $50.2K
|
2.14K
$595K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
203+ 12.89% |
$34K - $49.7K
|
1.78K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
202+ 3.64% |
$33.8K - $49.4K
|
5.75K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
201New |
$33.7K - $49.2K
|
201
$56K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
200+ 1.07% |
$33.5K - $48.9K
|
19K
$5.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
BUY
|
- |
200+ 1.7% |
$33.5K - $48.9K
|
12K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
200+ 12.17% |
$33.5K - $48.9K
|
1.84K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
200+ 3.32% |
$33.5K - $48.9K
|
6.22K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
200New |
$33.5K - $48.9K
|
200
$55.7K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
198+ 152.31% |
$33.2K - $48.5K
|
328
$91.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
197+ 6.86% |
$33K - $48.2K
|
3.07K
$855K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
196+ 1.59% |
$32.8K - $48K
|
12.5K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
196+ 2.44% |
$32.8K - $48K
|
8.22K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
195+ 5.93% |
$32.6K - $47.7K
|
3.49K
$971K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
195+ 1.63% |
$32.6K - $47.7K
|
12.2K
$3.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
193+ 2.37% |
$32.3K - $47.2K
|
8.32K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
192+ 19.41% |
$32.1K - $47K
|
1.18K
$329K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
190+ 5.94% |
$31.8K - $46.5K
|
3.39K
$944K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
189+ 0.03% |
$31.6K - $46.2K
|
707K
$197M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
188+ 3.5% |
$31.5K - $46K
|
5.57K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
188+ 0.38% |
$31.5K - $46K
|
49.2K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
187+ 9.59% |
$31.3K - $45.8K
|
2.14K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
187+ 4.45% |
$31.3K - $45.8K
|
4.39K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
187+ 11.75% |
$31.3K - $45.8K
|
1.78K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
187New |
$31.3K - $45.8K
|
187
$52.1K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
185+ 3.71% |
$31K - $45.3K
|
5.17K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
184+ 3.75% |
$30.8K - $45K
|
5.09K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
184+ 5.65% |
$30.8K - $45K
|
3.44K
$958K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
184+ 1.68% |
$30.8K - $45K
|
11.2K
$3.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
183+ 27.19% |
$30.6K - $44.8K
|
856
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
183+ 11.77% |
$30.6K - $44.8K
|
1.74K
$484K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
181+ 2.98% |
$30.3K - $44.3K
|
6.25K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
181+ 6.79% |
$30.3K - $44.3K
|
2.85K
$793K
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
181+ 51.71% |
$30.3K - $44.3K
|
531
$148K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
179+ 1.58% |
$30K - $43.8K
|
11.5K
$3.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
179+ 3.09% |
$30K - $43.8K
|
5.98K
$1.67M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
179+ 2.17% |
$30K - $43.8K
|
8.43K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
178+ 593.33% |
$29.8K - $43.6K
|
208
$57.9K
|