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 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
100+ 50.0% |
$16.7K - $24.5K
|
300
$83.6K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
100+ 1.06% |
$16.7K - $24.5K
|
9.5K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
100+ 5.56% |
$16.7K - $24.5K
|
1.9K
$529K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
100+ 45.45% |
$16.7K - $24.5K
|
320
$89.1K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
100+ 476.19% |
$16.7K - $24.5K
|
121
$33.7K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
99+ 19.19% |
$16.6K - $24.2K
|
615
$171K
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
98+ 4.18% |
$16.4K - $24K
|
2.44K
$680K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
98+ 3.14% |
$16.4K - $24K
|
3.22K
$897K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
98+ 2.61% |
$16.4K - $24K
|
3.86K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
98+ 5.79% |
$16.4K - $24K
|
1.79K
$499K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
97+ 3.52% |
$16.2K - $23.7K
|
2.85K
$795K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
96+ 6.08% |
$16.1K - $23.5K
|
1.68K
$467K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
96+ 4.28% |
$16.1K - $23.5K
|
2.34K
$651K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
95+ 6.2% |
$15.9K - $23.2K
|
1.63K
$454K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
95+ 0.54% |
$15.9K - $23.2K
|
17.6K
$4.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
94+ 3.8% |
$15.7K - $23K
|
2.57K
$715K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
93+ 0.69% |
$15.6K - $22.8K
|
13.5K
$3.77M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
93+ 8.26% |
$15.6K - $22.8K
|
1.22K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
91+ 5.49% |
$15.2K - $22.3K
|
1.75K
$487K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
90+ 2.52% |
$15.1K - $22K
|
3.66K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
90+ 6.86% |
$15.1K - $22K
|
1.4K
$390K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
90New |
$15.1K - $22K
|
90
$25.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
88+ 1.62% |
$14.7K - $21.5K
|
5.52K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
87+ 0.15% |
$14.6K - $21.3K
|
56.9K
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
87+ 3.29% |
$14.6K - $21.3K
|
2.73K
$761K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
87+ 3.91% |
$14.6K - $21.3K
|
2.31K
$644K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
BUY
|
- |
87+ 2.99% |
$14.6K - $21.3K
|
3K
$835K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
87+ 0.83% |
$14.6K - $21.3K
|
10.6K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
87+ 4.7% |
$14.6K - $21.3K
|
1.94K
$540K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
87+ 4.01% |
$14.6K - $21.3K
|
2.26K
$629K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
86+ 71.67% |
$14.4K - $21K
|
206
$57.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
85+ 0.75% |
$14.2K - $20.8K
|
11.5K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
85+ 0.03% |
$14.2K - $20.8K
|
248K
$69.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
84+ 76.36% |
$14.1K - $20.6K
|
194
$54K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
84+ 3.17% |
$14.1K - $20.6K
|
2.74K
$762K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
84+ 5.39% |
$14.1K - $20.6K
|
1.64K
$457K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
83+ 16.4% |
$13.9K - $20.3K
|
589
$164K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
82+ 2.29% |
$13.7K - $20.1K
|
3.66K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
82+ 2.89% |
$13.7K - $20.1K
|
2.92K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
82+ 2.5% |
$13.7K - $20.1K
|
3.36K
$936K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
80+ 0.99% |
$13.4K - $19.6K
|
8.16K
$2.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
80+ 6.61% |
$13.4K - $19.6K
|
1.29K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
80+ 7.31% |
$13.4K - $19.6K
|
1.18K
$327K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
79New |
$13.2K - $19.3K
|
79
$22K
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
79+ 4.69% |
$13.2K - $19.3K
|
1.76K
$491K
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
78+ 6.12% |
$13.1K - $19.1K
|
1.35K
$377K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
78+ 6.48% |
$13.1K - $19.1K
|
1.28K
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
77+ 1.68% |
$12.9K - $18.8K
|
4.67K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
77+ 40.74% |
$12.9K - $18.8K
|
266
$74.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
76+ 1.65% |
$12.7K - $18.6K
|
4.67K
$1.3M
|