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 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-52- 1.09% |
$8.71K - $12.7K
|
4.71K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-52- 2.36% |
$8.71K - $12.7K
|
2.15K
$598K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-53- 13.73% |
$8.87K - $13K
|
333
$92.8K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-53- 0.25% |
$8.87K - $13K
|
21.4K
$5.97M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-54- 7.69% |
$9.04K - $13.2K
|
648
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-55- 0.28% |
$9.21K - $13.5K
|
19.9K
$5.54M
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-56- 3.45% |
$9.38K - $13.7K
|
1.57K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-56- 0.62% |
$9.38K - $13.7K
|
8.97K
$2.5M
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-57- 0.27% |
$9.54K - $13.9K
|
20.7K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-58- 2.43% |
$9.71K - $14.2K
|
2.33K
$648K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-59- 4.1% |
$9.88K - $14.4K
|
1.38K
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.76% |
$10K - $14.7K
|
7.88K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-60- 0.13% |
$10K - $14.7K
|
45.3K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-60- 11.45% |
$10K - $14.7K
|
464
$129K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-61- 4.45% |
$10.2K - $14.9K
|
1.31K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-61- 3.67% |
$10.2K - $14.9K
|
1.6K
$446K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-62- 0.65% |
$10.4K - $15.2K
|
9.45K
$2.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-63- 1.74% |
$10.5K - $15.4K
|
3.57K
$994K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-63- 0.81% |
$10.5K - $15.4K
|
7.68K
$2.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-65- 2.08% |
$10.9K - $15.9K
|
3.05K
$851K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-65- 1.75% |
$10.9K - $15.9K
|
3.65K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-66- 5.02% |
$11.1K - $16.2K
|
1.25K
$348K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-67- 2.93% |
$11.2K - $16.4K
|
2.22K
$617K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-67- 4.17% |
$11.2K - $16.4K
|
1.54K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-67- 0.38% |
$11.2K - $16.4K
|
17.4K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-67- 4.77% |
$11.2K - $16.4K
|
1.34K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-67- 0.15% |
$11.2K - $16.4K
|
45.4K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-68- 2.01% |
$11.4K - $16.6K
|
3.31K
$921K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-68- 80.0% |
$11.4K - $16.6K
|
17
$4.74K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-68- 2.48% |
$11.4K - $16.6K
|
2.68K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-69- 1.16% |
$11.6K - $16.9K
|
5.88K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-70- 0.96% |
$11.7K - $17.1K
|
7.25K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-70- 0.2% |
$11.7K - $17.1K
|
35K
$9.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-70- 5.3% |
$11.7K - $17.1K
|
1.25K
$348K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-70- 0.65% |
$11.7K - $17.1K
|
10.7K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-70- 3.37% |
$11.7K - $17.1K
|
2.01K
$559K
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-71- 0.32% |
$11.9K - $17.4K
|
22K
$6.13M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-72- 3.47% |
$12.1K - $17.6K
|
2K
$557K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-73- 1.59% |
$12.2K - $17.9K
|
4.51K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-75- 0.59% |
$12.6K - $18.4K
|
12.5K
$3.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-75- 1.37% |
$12.6K - $18.4K
|
5.41K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-75- 4.87% |
$12.6K - $18.4K
|
1.47K
$408K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-75- 2.48% |
$12.6K - $18.4K
|
2.94K
$820K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-78- 4.17% |
$13.1K - $19.1K
|
1.79K
$500K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-78- 1.46% |
$13.1K - $19.1K
|
5.26K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-78- 0.62% |
$13.1K - $19.1K
|
12.5K
$3.49M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-78- 4.71% |
$13.1K - $19.1K
|
1.58K
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-80- 2.03% |
$13.4K - $19.6K
|
3.87K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-80- 1.93% |
$13.4K - $19.6K
|
4.07K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-80- 0.45% |
$13.4K - $19.6K
|
17.6K
$4.89M
|