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 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
35+ 2.54% |
$5.86K - $8.56K
|
1.41K
$393K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
35+ 0.35% |
$5.86K - $8.56K
|
10.1K
$2.82M
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
34+ 0.82% |
$5.69K - $8.32K
|
4.19K
$1.17M
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
33+ 0.1% |
$5.53K - $8.08K
|
33.1K
$9.21M
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
33+ 0.16% |
$5.53K - $8.08K
|
21K
$5.84M
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
33+ 0.48% |
$5.53K - $8.08K
|
6.88K
$1.92M
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
32+ 0.51% |
$5.36K - $7.83K
|
6.26K
$1.74M
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
32New |
$5.36K - $7.83K
|
32
$8.91K
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
31+ 1.4% |
$5.19K - $7.59K
|
2.25K
$628K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
31+ 4.26% |
$5.19K - $7.59K
|
759
$211K
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
31+ 0.11% |
$5.19K - $7.59K
|
27.4K
$7.64M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
31+ 2.05% |
$5.19K - $7.59K
|
1.54K
$430K
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
30+ 1.85% |
$5.02K - $7.34K
|
1.65K
$459K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
30+ 21.28% |
$5.02K - $7.34K
|
171
$47.6K
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
30+ 0.15% |
$5.02K - $7.34K
|
20K
$5.57M
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
30+ 0.53% |
$5.02K - $7.34K
|
5.74K
$1.6M
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
29+ 1.15% |
$4.86K - $7.1K
|
2.54K
$709K
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
29+ 1.28% |
$4.86K - $7.1K
|
2.29K
$637K
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
29+ 1.16% |
$4.86K - $7.1K
|
2.53K
$705K
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
29New |
$4.86K - $7.1K
|
29
$8.08K
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
28+ 0.32% |
$4.69K - $6.85K
|
8.85K
$2.46M
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
28+ 0.9% |
$4.69K - $6.85K
|
3.14K
$874K
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
28+ 100.0% |
$4.69K - $6.85K
|
56
$15.6K
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
28New |
$4.69K - $6.85K
|
28
$7.8K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
27+ 0.61% |
$4.52K - $6.61K
|
4.43K
$1.23M
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
27+ 1.79% |
$4.52K - $6.61K
|
1.54K
$428K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
27+ 1.51% |
$4.52K - $6.61K
|
1.81K
$505K
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
27+ 2.09% |
$4.52K - $6.61K
|
1.32K
$368K
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.67% |
$4.35K - $6.36K
|
3.89K
$1.08M
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
26+ 34.21% |
$4.35K - $6.36K
|
102
$28.4K
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
26+ 1.91% |
$4.35K - $6.36K
|
1.39K
$386K
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
26+ 0.6% |
$4.35K - $6.36K
|
4.35K
$1.21M
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
26+ 5.51% |
$4.35K - $6.36K
|
498
$139K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
26+ 3.35% |
$4.35K - $6.36K
|
803
$224K
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
26+ 1.52% |
$4.35K - $6.36K
|
1.74K
$484K
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
25+ 0.85% |
$4.19K - $6.12K
|
2.96K
$824K
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
25+ 0.91% |
$4.19K - $6.12K
|
2.78K
$774K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
25+ 1.13% |
$4.19K - $6.12K
|
2.24K
$625K
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.31% |
$4.19K - $6.12K
|
7.99K
$2.23M
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
25+ 1.04% |
$4.19K - $6.12K
|
2.43K
$678K
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
24+ 1.62% |
$4.02K - $5.87K
|
1.5K
$418K
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
23+ 0.4% |
$3.85K - $5.63K
|
5.78K
$1.61M
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
23+ 0.41% |
$3.85K - $5.63K
|
5.62K
$1.57M
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
23+ 0.43% |
$3.85K - $5.63K
|
5.33K
$1.49M
|
|
May 13, 2025
Q1 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
22+ 1.22% |
$3.68K - $5.38K
|
1.82K
$507K
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
22+ 1.27% |
$3.68K - $5.38K
|
1.76K
$489K
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
21+ 0.86% |
$3.52K - $5.14K
|
2.46K
$684K
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
21+ 26.92% |
$3.52K - $5.14K
|
99
$27.6K
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
21+ 0.99% |
$3.52K - $5.14K
|
2.14K
$597K
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
21+ 0.32% |
$3.52K - $5.14K
|
6.52K
$1.82M
|