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 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
177+ 12.96% |
$29.6K - $43.3K
|
1.54K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
177+ 1.75% |
$29.6K - $43.3K
|
10.3K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
175+ 1.72% |
$29.3K - $42.8K
|
10.3K
$2.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
174+ 7.7% |
$29.1K - $42.6K
|
2.44K
$678K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
171+ 18.0% |
$28.6K - $41.8K
|
1.12K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
169+ 14.56% |
$28.3K - $41.4K
|
1.33K
$371K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
168+ 2.61% |
$28.1K - $41.1K
|
6.61K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
167+ 8.06% |
$28K - $40.9K
|
2.24K
$624K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
167+ 4.67% |
$28K - $40.9K
|
3.74K
$1.04M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
166+ 1.39% |
$27.8K - $40.6K
|
12.1K
$3.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
165+ 11.18% |
$27.6K - $40.4K
|
1.64K
$457K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
165+ 5.9% |
$27.6K - $40.4K
|
2.96K
$825K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
165+ 14.47% |
$27.6K - $40.4K
|
1.31K
$364K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
165+ 5.2% |
$27.6K - $40.4K
|
3.34K
$930K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
163+ 10.73% |
$27.3K - $39.9K
|
1.68K
$469K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
161+ 2.33% |
$27K - $39.4K
|
7.06K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
161+ 1.58% |
$27K - $39.4K
|
10.4K
$2.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
160+ 0.73% |
$26.8K - $39.2K
|
22K
$6.14M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
159+ 4.39% |
$26.6K - $38.9K
|
3.78K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
158+ 9.13% |
$26.5K - $38.7K
|
1.89K
$526K
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
156+ 11.82% |
$26.1K - $38.2K
|
1.48K
$411K
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
155+ 5.49% |
$26K - $37.9K
|
2.98K
$830K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
154+ 2.47% |
$25.8K - $37.7K
|
6.4K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
153New |
$25.6K - $37.4K
|
153
$42.6K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
152+ 4.47% |
$25.4K - $37.2K
|
3.55K
$990K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
151+ 0.87% |
$25.3K - $36.9K
|
17.6K
$4.9M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
151+ 4.08% |
$25.3K - $36.9K
|
3.85K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
150New |
$25.1K - $36.7K
|
150
$41.8K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
150+ 5.75% |
$25.1K - $36.7K
|
2.76K
$768K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
150New |
$25.1K - $36.7K
|
150
$41.8K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
150+ 0.68% |
$25.1K - $36.7K
|
22.2K
$6.17M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
150+ 1.77% |
$25.1K - $36.7K
|
8.62K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
147+ 9.51% |
$24.6K - $36K
|
1.69K
$471K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
146+ 6.12% |
$24.4K - $35.7K
|
2.53K
$705K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
145+ 1.17% |
$24.3K - $35.5K
|
12.5K
$3.48M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
144+ 50.88% |
$24.1K - $35.2K
|
427
$119K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
144+ 1.57% |
$24.1K - $35.2K
|
9.33K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
144+ 7.48% |
$24.1K - $35.2K
|
2.07K
$576K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
143+ 0.52% |
$23.9K - $35K
|
27.7K
$7.72M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
143+ 2.74% |
$23.9K - $35K
|
5.36K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
142+ 7.83% |
$23.8K - $34.7K
|
1.96K
$545K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
142+ 3.57% |
$23.8K - $34.7K
|
4.12K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
141+ 0.56% |
$23.6K - $34.5K
|
25.4K
$7.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
141+ 12.46% |
$23.6K - $34.5K
|
1.27K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
140+ 0.91% |
$23.4K - $34.3K
|
15.6K
$4.33M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
140+ 0.6% |
$23.4K - $34.3K
|
23.6K
$6.59M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
139+ 10.55% |
$23.3K - $34K
|
1.46K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
139+ 1.16% |
$23.3K - $34K
|
12.1K
$3.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
138+ 5.42% |
$23.1K - $33.8K
|
2.68K
$747K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
138+ 2.77% |
$23.1K - $33.8K
|
5.12K
$1.42M
|