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 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-8- 0.28% |
$1.34K - $1.96K
|
2.84K
$819K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-8- 0.48% |
$1.34K - $1.96K
|
1.66K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-8- 1.57% |
$1.34K - $1.96K
|
502
$145K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-9- 0.31% |
$1.51K - $2.2K
|
2.9K
$837K
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-9- 0.2% |
$1.51K - $2.2K
|
4.43K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-9- 0.43% |
$1.51K - $2.2K
|
2.06K
$595K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-9- 0.86% |
$1.51K - $2.2K
|
1.03K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-9- 0.51% |
$1.51K - $2.2K
|
1.74K
$504K
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-10- 0.09% |
$1.67K - $2.45K
|
11.3K
$3.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-10- 0.66% |
$1.67K - $2.45K
|
1.51K
$435K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.25% |
$1.67K - $2.45K
|
4.03K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-10- 0.22% |
$1.67K - $2.45K
|
4.56K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-10- 0.05% |
$1.67K - $2.45K
|
22.1K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-10- 0.38% |
$1.67K - $2.45K
|
2.63K
$759K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-11- 0.29% |
$1.84K - $2.69K
|
3.77K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-11- 0.43% |
$1.84K - $2.69K
|
2.55K
$735K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-12- 0.92% |
$2.01K - $2.94K
|
1.29K
$373K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-13- 0.11% |
$2.18K - $3.18K
|
12.1K
$3.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-14- 1.06% |
$2.34K - $3.43K
|
1.31K
$377K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-14- 0.17% |
$2.34K - $3.43K
|
8.3K
$2.4M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-14- 0.3% |
$2.34K - $3.43K
|
4.61K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-14- 0.64% |
$2.34K - $3.43K
|
2.19K
$631K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-14- 0.07% |
$2.34K - $3.43K
|
21.2K
$6.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-15- 0.54% |
$2.51K - $3.67K
|
2.75K
$793K
|
|
|
Apr 21, 2025
Q1 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-15- 0.35% |
$2.51K - $3.67K
|
4.31K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-15- 0.66% |
$2.51K - $3.67K
|
2.24K
$648K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-15- 1.15% |
$2.51K - $3.67K
|
1.29K
$371K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-16- 0.6% |
$2.68K - $3.92K
|
2.67K
$770K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-16- 0.95% |
$2.68K - $3.92K
|
1.67K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-17- 0.24% |
$2.85K - $4.16K
|
7.06K
$2.04M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-18- 0.96% |
$3.01K - $4.4K
|
1.86K
$538K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-18- 2.59% |
$3.01K - $4.4K
|
677
$195K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-18- 1.0% |
$3.01K - $4.4K
|
1.79K
$516K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-19- 0.85% |
$3.18K - $4.65K
|
2.22K
$642K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-19- 1.53% |
$3.18K - $4.65K
|
1.22K
$353K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-20- 0.38% |
$3.35K - $4.89K
|
5.27K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-20- 0.12% |
$3.35K - $4.89K
|
16.6K
$4.79M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-20- 0.62% |
$3.35K - $4.89K
|
3.23K
$933K
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-20- 1.33% |
$3.35K - $4.89K
|
1.48K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-21- 0.45% |
$3.52K - $5.14K
|
4.63K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-21- 1.63% |
$3.52K - $5.14K
|
1.27K
$367K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-21- 0.78% |
$3.52K - $5.14K
|
2.66K
$767K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-21- 5.82% |
$3.52K - $5.14K
|
340
$98.2K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-22- 0.09% |
$3.68K - $5.38K
|
24.2K
$6.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-23- 1.01% |
$3.85K - $5.63K
|
2.26K
$652K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-23- 4.6% |
$3.85K - $5.63K
|
477
$138K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
SELL
|
- |
-23- 0.03% |
$3.85K - $5.63K
|
76.1K
$22M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-25- 1.27% |
$4.19K - $6.12K
|
1.95K
$563K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-25- 0.19% |
$4.19K - $6.12K
|
13.3K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-25- 1.72% |
$4.19K - $6.12K
|
1.43K
$411K
|