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 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
76+ 0.4% |
$12.7K - $18.6K
|
19K
$5.3M
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
76+ 0.33% |
$12.7K - $18.6K
|
22.8K
$6.36M
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
76+ 3.75% |
$12.7K - $18.6K
|
2.1K
$585K
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
76+ 3.48% |
$12.7K - $18.6K
|
2.26K
$630K
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
76+ 0.95% |
$12.7K - $18.6K
|
8.07K
$2.25M
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
76+ 2.6% |
$12.7K - $18.6K
|
3K
$837K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
76+ 6.03% |
$12.7K - $18.6K
|
1.34K
$372K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
75+ 9.74% |
$12.6K - $18.4K
|
845
$235K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
74+ 50.68% |
$12.4K - $18.1K
|
220
$61.3K
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
73+ 7.3% |
$12.2K - $17.9K
|
1.07K
$299K
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
73+ 1.86% |
$12.2K - $17.9K
|
4K
$1.12M
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
73+ 0.18% |
$12.2K - $17.9K
|
40.4K
$11.3M
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
72+ 1.19% |
$12.1K - $17.6K
|
6.14K
$1.71M
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
72+ 5.22% |
$12.1K - $17.6K
|
1.45K
$405K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
71+ 26.3% |
$11.9K - $17.4K
|
341
$95K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
70+ 5.67% |
$11.7K - $17.1K
|
1.31K
$364K
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
70+ 3.06% |
$11.7K - $17.1K
|
2.36K
$657K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
70+ 11.11% |
$11.7K - $17.1K
|
700
$195K
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
70+ 46.67% |
$11.7K - $17.1K
|
220
$61.3K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
69+ 22.4% |
$11.6K - $16.9K
|
377
$105K
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
69+ 4.81% |
$11.6K - $16.9K
|
1.51K
$419K
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
67+ 1.17% |
$11.2K - $16.4K
|
5.81K
$1.62M
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
67+ 3.28% |
$11.2K - $16.4K
|
2.11K
$587K
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
65+ 1.1% |
$10.9K - $15.9K
|
6K
$1.67M
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
65+ 0.63% |
$10.9K - $15.9K
|
10.4K
$2.89M
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
65+ 3.73% |
$10.9K - $15.9K
|
1.81K
$503K
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
65+ 0.07% |
$10.9K - $15.9K
|
91.1K
$25.4M
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
64+ 0.64% |
$10.7K - $15.7K
|
10.1K
$2.81M
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
63+ 4.13% |
$10.5K - $15.4K
|
1.59K
$443K
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
63+ 5.25% |
$10.5K - $15.4K
|
1.26K
$352K
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
63+ 1.52% |
$10.5K - $15.4K
|
4.2K
$1.17M
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
63+ 2.54% |
$10.5K - $15.4K
|
2.55K
$710K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
63+ 0.84% |
$10.5K - $15.4K
|
7.58K
$2.11M
|
|
Apr 11, 2025
Q1 2025
|
Sara Bay Financial
|
BUY
|
- |
62+ 0.78% |
$10.4K - $15.2K
|
7.97K
$2.22M
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
62+ 0.98% |
$10.4K - $15.2K
|
6.37K
$1.77M
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
62+ 1.96% |
$10.4K - $15.2K
|
3.22K
$898K
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
62+ 1.35% |
$10.4K - $15.2K
|
4.65K
$1.3M
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
61+ 2.78% |
$10.2K - $14.9K
|
2.25K
$628K
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
61+ 5.07% |
$10.2K - $14.9K
|
1.26K
$352K
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
61+ 51.26% |
$10.2K - $14.9K
|
180
$50.1K
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
60+ 1.5% |
$10K - $14.7K
|
4.07K
$1.13M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
60+ 0.24% |
$10K - $14.7K
|
25.3K
$7.04M
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
60+ 3.29% |
$10K - $14.7K
|
1.88K
$525K
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
59+ 1.7% |
$9.88K - $14.4K
|
3.52K
$981K
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
58+ 0.87% |
$9.71K - $14.2K
|
6.71K
$1.87M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
58+ 0.93% |
$9.71K - $14.2K
|
6.32K
$1.76M
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
58+ 0.13% |
$9.71K - $14.2K
|
44K
$12.3M
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
57+ 3.15% |
$9.54K - $13.9K
|
1.87K
$520K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
56+ 1.58% |
$9.38K - $13.7K
|
3.61K
$1M
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
56+ 1.12% |
$9.38K - $13.7K
|
5.05K
$1.41M
|