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
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
56+ 1.12% |
$9.38K - $13.7K
|
5.05K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
56+ 1.01% |
$9.38K - $13.7K
|
5.58K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
55+ 0.17% |
$9.21K - $13.5K
|
32.8K
$9.51M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
55+ 1.9% |
$9.21K - $13.5K
|
2.95K
$855K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
55+ 6.59% |
$9.21K - $13.5K
|
889
$258K
|
|
|
May 06, 2025
Q1 2025
|
Glynn Capital Management LLC
|
BUY
|
- |
55+ 29.41% |
$9.21K - $13.5K
|
242
$70.2K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
55+ 0.23% |
$9.21K - $13.5K
|
23.5K
$6.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
54+ 1.8% |
$9.04K - $13.2K
|
3.06K
$888K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
54+ 0.5% |
$9.04K - $13.2K
|
10.8K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
54+ 2.94% |
$9.04K - $13.2K
|
1.89K
$549K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
53+ 252.38% |
$8.87K - $13K
|
74
$21.5K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
52+ 3.77% |
$8.71K - $12.7K
|
1.43K
$416K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
BUY
|
- |
52+ 0.46% |
$8.71K - $12.7K
|
11.4K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
52+ 0.46% |
$8.71K - $12.7K
|
11.3K
$3.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
50+ 0.15% |
$8.37K - $12.2K
|
34.5K
$10M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
50+ 0.43% |
$8.37K - $12.2K
|
11.7K
$3.4M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
50+ 2.4% |
$8.37K - $12.2K
|
2.13K
$618K
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
50+ 1.26% |
$8.37K - $12.2K
|
4.01K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
49+ 2.19% |
$8.2K - $12K
|
2.28K
$662K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
49+ 3.32% |
$8.2K - $12K
|
1.52K
$442K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
48+ 1.11% |
$8.04K - $11.7K
|
4.38K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
48+ 3.64% |
$8.04K - $11.7K
|
1.37K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
48+ 1.25% |
$8.04K - $11.7K
|
3.88K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
48+ 3.76% |
$8.04K - $11.7K
|
1.33K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
48+ 1.76% |
$8.04K - $11.7K
|
2.78K
$807K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
47+ 0.41% |
$7.87K - $11.5K
|
11.6K
$3.37M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
47+ 0.86% |
$7.87K - $11.5K
|
5.52K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
46+ 1.4% |
$7.7K - $11.3K
|
3.34K
$968K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
46New |
$7.7K - $11.3K
|
46
$13.3K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
46New |
$7.7K - $11.3K
|
46
$13.3K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
45+ 7.05% |
$7.53K - $11K
|
683
$198K
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
45+ 1.3% |
$7.53K - $11K
|
3.5K
$1.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
44+ 2.05% |
$7.37K - $10.8K
|
2.19K
$636K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
44+ 1.55% |
$7.37K - $10.8K
|
2.88K
$836K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
44+ 1.77% |
$7.37K - $10.8K
|
2.53K
$734K
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
44+ 3.45% |
$7.37K - $10.8K
|
1.32K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
44+ 3.22% |
$7.37K - $10.8K
|
1.41K
$409K
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
43+ 2.1% |
$7.2K - $10.5K
|
2.09K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
43+ 2.31% |
$7.2K - $10.5K
|
1.91K
$553K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
42+ 3.66% |
$7.03K - $10.3K
|
1.19K
$345K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
40+ 1.28% |
$6.7K - $9.79K
|
3.17K
$920K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
40+ 0.31% |
$6.7K - $9.79K
|
12.8K
$3.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
40+ 3.28% |
$6.7K - $9.79K
|
1.26K
$366K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
40+ 2.8% |
$6.7K - $9.79K
|
1.47K
$427K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
40+ 0.6% |
$6.7K - $9.79K
|
6.76K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
38+ 3.19% |
$6.36K - $9.3K
|
1.23K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
37+ 0.43% |
$6.19K - $9.05K
|
8.56K
$2.48M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
36+ 0.48% |
$6.03K - $8.81K
|
7.53K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
36+ 0.06% |
$6.03K - $8.81K
|
61.7K
$17.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
35+ 1.0% |
$5.86K - $8.56K
|
3.55K
$1.03M
|