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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-184- 1.07% |
$30.8K - $45K
|
17.1K
$4.92M
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-186- 0.32% |
$31.1K - $45.5K
|
58.8K
$16.9M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-187- 0.69% |
$31.3K - $45.8K
|
27.1K
$7.8M
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-190- 1.74% |
$31.8K - $46.5K
|
10.8K
$3.1M
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-190- 4.47% |
$31.8K - $46.5K
|
4.06K
$1.17M
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-190- 2.23% |
$31.8K - $46.5K
|
8.34K
$2.4M
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-191- 0.53% |
$32K - $46.7K
|
35.6K
$10.2M
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-192- 8.0% |
$32.1K - $47K
|
2.21K
$637K
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-197- 10.97% |
$33K - $48.2K
|
1.6K
$461K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-197- 1.4% |
$33K - $48.2K
|
13.8K
$3.99M
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-197- 2.57% |
$33K - $48.2K
|
7.46K
$2.15M
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-197- 1.57% |
$33K - $48.2K
|
12.3K
$3.55M
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-200- 40.0% |
$33.5K - $48.9K
|
300
$86.5K
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-200- 1.45% |
$33.5K - $48.9K
|
13.6K
$3.91M
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-200- 39.6% |
$33.5K - $48.9K
|
305
$87.9K
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-200- 2.37% |
$33.5K - $48.9K
|
8.23K
$2.37M
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-200- 14.29% |
$33.5K - $48.9K
|
1.2K
$346K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-201- 4.89% |
$33.7K - $49.2K
|
3.91K
$1.13M
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-201- 6.08% |
$33.7K - $49.2K
|
3.1K
$895K
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-201- 11.36% |
$33.7K - $49.2K
|
1.57K
$452K
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-202- 10.05% |
$33.8K - $49.4K
|
1.81K
$521K
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-202- 3.82% |
$33.8K - $49.4K
|
5.09K
$1.47M
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-205- 10.35% |
$34.3K - $50.2K
|
1.78K
$512K
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-206- 0.55% |
$34.5K - $50.4K
|
37.6K
$10.8M
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-207- 3.17% |
$34.7K - $50.7K
|
6.32K
$1.82M
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-207- 14.15% |
$34.7K - $50.7K
|
1.26K
$362K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-208- 5.92% |
$34.8K - $50.9K
|
3.31K
$953K
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-210- 6.37% |
$35.2K - $51.4K
|
3.09K
$890K
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-211- 4.01% |
$35.3K - $51.6K
|
5.05K
$1.46M
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-213- 8.24% |
$35.7K - $52.1K
|
2.37K
$684K
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-213- 3.65% |
$35.7K - $52.1K
|
5.62K
$1.62M
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-214- 2.82% |
$35.8K - $52.4K
|
7.37K
$2.13M
|
|
May 14, 2025
Q1 2025
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-216- 0.58% |
$36.2K - $52.9K
|
36.8K
$10.6M
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-217- 2.07% |
$36.3K - $53.1K
|
10.3K
$2.96M
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-217- 4.82% |
$36.3K - $53.1K
|
4.29K
$1.24M
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-219- 0.37% |
$36.7K - $53.6K
|
59K
$17M
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-220- 56.41% |
$36.8K - $53.8K
|
170
$49K
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-225- 14.86% |
$37.7K - $55.1K
|
1.29K
$372K
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-226- 14.85% |
$37.8K - $55.3K
|
1.3K
$374K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-227- 0.58% |
$38K - $55.5K
|
38.6K
$11.1M
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
SELL
|
- |
-228- 1.9% |
$38.2K - $55.8K
|
11.7K
$3.39M
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-228- 3.3% |
$38.2K - $55.8K
|
6.68K
$1.92M
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-231- 2.98% |
$38.7K - $56.5K
|
7.52K
$2.17M
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-232- 3.67% |
$38.8K - $56.8K
|
6.1K
$1.76M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-233- 2.3% |
$39K - $57K
|
9.89K
$2.85M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-233- 0.15% |
$39K - $57K
|
152K
$43.9M
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-233- 0.48% |
$39K - $57K
|
48.2K
$13.9M
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-233- 2.55% |
$39K - $57K
|
8.92K
$2.57M
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-234- 13.12% |
$39.2K - $57.3K
|
1.55K
$447K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-236- 11.46% |
$39.5K - $57.7K
|
1.82K
$525K
|