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
|
Valmark Advisers, Inc.
|
BUY
|
- |
18+ 0.25% |
$3.01K - $4.4K
|
7.15K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
18+ 0.5% |
$3.01K - $4.4K
|
3.63K
$1.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17+ 24.29% |
$2.85K - $4.16K
|
87
$24.2K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
17+ 0.03% |
$2.85K - $4.16K
|
56.5K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
16+ 0.17% |
$2.68K - $3.92K
|
9.23K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
16+ 533.33% |
$2.68K - $3.92K
|
19
$5.29K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
15+ 0.22% |
$2.51K - $3.67K
|
6.75K
$1.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
15+ 0.95% |
$2.51K - $3.67K
|
1.59K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
15+ 0.07% |
$2.51K - $3.67K
|
20.6K
$5.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
14+ 1.13% |
$2.34K - $3.43K
|
1.25K
$349K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
14+ 0.8% |
$2.34K - $3.43K
|
1.77K
$493K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
14+ 0.91% |
$2.34K - $3.43K
|
1.55K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
14+ 0.37% |
$2.34K - $3.43K
|
3.75K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
14+ 0.41% |
$2.34K - $3.43K
|
3.44K
$957K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
12+ 1.03% |
$2.01K - $2.94K
|
1.18K
$329K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
12+ 0.43% |
$2.01K - $2.94K
|
2.8K
$779K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
12+ 0.31% |
$2.01K - $2.94K
|
3.87K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
12+ 0.5% |
$2.01K - $2.94K
|
2.42K
$675K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
11New |
$1.84K - $2.69K
|
11
$3.06K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
11+ 0.4% |
$1.84K - $2.69K
|
2.77K
$771K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10+ 0.74% |
$1.67K - $2.45K
|
1.36K
$378K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.72% |
$1.67K - $2.45K
|
1.4K
$390K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 8.13% |
$1.67K - $2.45K
|
133
$37.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
10+ 4.46% |
$1.67K - $2.45K
|
234
$65.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
10+ 0.67% |
$1.67K - $2.45K
|
1.5K
$418K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
10+ 0.04% |
$1.67K - $2.45K
|
25K
$6.95M
|
|
|
Apr 15, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9+ 0.03% |
$1.51K - $2.2K
|
26.2K
$7.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
9+ 2.0% |
$1.51K - $2.2K
|
460
$128K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.34% |
$1.51K - $2.2K
|
2.66K
$740K
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
9+ 0.34% |
$1.51K - $2.2K
|
2.66K
$740K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.36% |
$1.51K - $2.2K
|
2.54K
$707K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
9+ 0.18% |
$1.51K - $2.2K
|
5.12K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
9+ 0.17% |
$1.51K - $2.2K
|
5.38K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8+ 7.21% |
$1.34K - $1.96K
|
119
$33.2K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$1.34K - $1.96K
|
3.86K
$1.08M
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
8+ 0.4% |
$1.34K - $1.96K
|
2.03K
$565K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7+ 0.45% |
$1.17K - $1.71K
|
1.55K
$433K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
7+ 0.96% |
$1.17K - $1.71K
|
739
$206K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
7+ 0.32% |
$1.17K - $1.71K
|
2.19K
$609K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
7New |
$1.17K - $1.71K
|
7
$1.95K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
6+ 0.34% |
$1K - $1.47K
|
1.77K
$494K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.02% |
$1K - $1.47K
|
32.7K
$9.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
6+ 0.14% |
$1K - $1.47K
|
4.21K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
6+ 0.38% |
$1K - $1.47K
|
1.58K
$441K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
6+ 0.33% |
$1K - $1.47K
|
1.83K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 0.42% |
$1K - $1.47K
|
1.43K
$399K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
5+ 0.12% |
$837 - $1.22K
|
4.02K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
5+ 0.05% |
$837 - $1.22K
|
9.72K
$2.71M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5+ 0.07% |
$837 - $1.22K
|
6.93K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
5+ 0.2% |
$837 - $1.22K
|
2.51K
$700K
|