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 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
138+ 11.88% |
$23.1K - $33.8K
|
1.3K
$362K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
137+ 2.83% |
$22.9K - $33.5K
|
4.98K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
137+ 0.54% |
$22.9K - $33.5K
|
25.7K
$7.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
137+ 342.5% |
$22.9K - $33.5K
|
177
$49.3K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
137+ 1.15% |
$22.9K - $33.5K
|
12.1K
$3.37M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
136+ 3.51% |
$22.8K - $33.3K
|
4.02K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
135New |
$22.6K - $33K
|
135
$37.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
133+ 8.68% |
$22.3K - $32.5K
|
1.67K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
133+ 0.94% |
$22.3K - $32.5K
|
14.3K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
133+ 4.96% |
$22.3K - $32.5K
|
2.81K
$784K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
132+ 9.73% |
$22.1K - $32.3K
|
1.49K
$415K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
132+ 0.15% |
$22.1K - $32.3K
|
86.4K
$24.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
132+ 2.33% |
$22.1K - $32.3K
|
5.8K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
131+ 0.66% |
$21.9K - $32.1K
|
19.9K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
130+ 4.0% |
$21.8K - $31.8K
|
3.38K
$942K
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
128+ 10.69% |
$21.4K - $31.3K
|
1.33K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
127+ 9.15% |
$21.3K - $31.1K
|
1.52K
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
126+ 8.51% |
$21.1K - $30.8K
|
1.61K
$447K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
124+ 3.03% |
$20.8K - $30.3K
|
4.21K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
121+ 7.57% |
$20.3K - $29.6K
|
1.72K
$479K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
121+ 4.88% |
$20.3K - $29.6K
|
2.6K
$724K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
121+ 7.51% |
$20.3K - $29.6K
|
1.73K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
121+ 1.08% |
$20.3K - $29.6K
|
11.3K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
119+ 19.22% |
$19.9K - $29.1K
|
738
$206K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
117+ 3.91% |
$19.6K - $28.6K
|
3.11K
$866K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
116+ 7.63% |
$19.4K - $28.4K
|
1.64K
$456K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
116+ 15.61% |
$19.4K - $28.4K
|
859
$239K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
116+ 50.0% |
$19.4K - $28.4K
|
348
$96.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
114+ 8.74% |
$19.1K - $27.9K
|
1.42K
$395K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
111+ 20.94% |
$18.6K - $27.2K
|
641
$179K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
110+ 1.34% |
$18.4K - $26.9K
|
8.3K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
110+ 2.03% |
$18.4K - $26.9K
|
5.54K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
110+ 5.55% |
$18.4K - $26.9K
|
2.09K
$583K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
109+ 5.56% |
$18.2K - $26.7K
|
2.07K
$577K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
109+ 1.09% |
$18.2K - $26.7K
|
10.1K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
108+ 3.48% |
$18.1K - $26.4K
|
3.21K
$894K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
107+ 3.38% |
$17.9K - $26.2K
|
3.27K
$911K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
107+ 48.2% |
$17.9K - $26.2K
|
329
$91.7K
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
105+ 0.6% |
$17.6K - $25.7K
|
17.7K
$4.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
104+ 6.3% |
$17.4K - $25.4K
|
1.75K
$489K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
104+ 1.66% |
$17.4K - $25.4K
|
6.39K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
102+ 3.67% |
$17.1K - $25K
|
2.88K
$802K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
101+ 3.47% |
$16.9K - $24.7K
|
3.01K
$839K
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
101+ 6.39% |
$16.9K - $24.7K
|
1.68K
$468K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
100+ 1.84% |
$16.7K - $24.5K
|
5.53K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
100New |
$16.7K - $24.5K
|
100
$27.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 2.78% |
$16.7K - $24.5K
|
3.7K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
100+ 12.67% |
$16.7K - $24.5K
|
889
$248K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
100+ 76.92% |
$16.7K - $24.5K
|
230
$64.1K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
100+ 28.17% |
$16.7K - $24.5K
|
455
$127K
|