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 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-307- 2.12% |
$51.4K - $75.1K
|
14.2K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-308- 2.94% |
$51.6K - $75.4K
|
10.2K
$2.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-310- 7.44% |
$51.9K - $75.9K
|
3.85K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-310- 0.98% |
$51.9K - $75.9K
|
31.5K
$8.76M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-310- 7.91% |
$51.9K - $75.9K
|
3.61K
$1.01M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-312- 2.62% |
$52.2K - $76.3K
|
11.6K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-314- 3.83% |
$52.6K - $76.8K
|
7.87K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-314- 31.81% |
$52.6K - $76.8K
|
673
$187K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-317- 0.53% |
$53.1K - $77.6K
|
59K
$16.4M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-318- 6.65% |
$53.2K - $77.8K
|
4.46K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-322- 5.32% |
$53.9K - $78.8K
|
5.73K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-322- 3.65% |
$53.9K - $78.8K
|
8.5K
$2.37M
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-322- 30.49% |
$53.9K - $78.8K
|
734
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-323- 9.79% |
$54.1K - $79K
|
2.98K
$829K
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-324- 15.27% |
$54.2K - $79.3K
|
1.8K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-325- 1.87% |
$54.4K - $79.5K
|
17.1K
$4.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-327- 0.49% |
$54.7K - $80K
|
66.7K
$18.6M
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-332- 1.42% |
$55.6K - $81.2K
|
23.1K
$6.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-333- 8.68% |
$55.8K - $81.5K
|
3.5K
$976K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-335- 2.58% |
$56.1K - $82K
|
12.7K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-335- 14.19% |
$56.1K - $82K
|
2.03K
$564K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-336- 3.02% |
$56.3K - $82.2K
|
10.8K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-337- 1.28% |
$56.4K - $82.5K
|
26.1K
$7.26M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-338- 5.54% |
$56.6K - $82.7K
|
5.76K
$1.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-339- 1.18% |
$56.8K - $83K
|
28.3K
$7.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-342- 4.15% |
$57.3K - $83.7K
|
7.9K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-343- 1.17% |
$57.4K - $83.9K
|
28.9K
$8.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-345- 22.04% |
$57.8K - $84.4K
|
1.22K
$340K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-345- 1.15% |
$57.8K - $84.4K
|
29.7K
$8.28M
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-345- 0.02% |
$57.8K - $84.4K
|
1.53M
$426M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-349- 11.04% |
$58.4K - $85.4K
|
2.81K
$783K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-350- 10.77% |
$58.6K - $85.6K
|
2.9K
$808K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-350- 8.11% |
$58.6K - $85.6K
|
3.96K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-351- 0.55% |
$58.8K - $85.9K
|
63.9K
$17.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-354- 3.71% |
$59.3K - $86.6K
|
9.19K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-354- 2.94% |
$59.3K - $86.6K
|
11.7K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-356- 27.99% |
$59.6K - $87.1K
|
916
$255K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-357- 0.58% |
$59.8K - $87.4K
|
61.5K
$17.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-358- 2.87% |
$59.9K - $87.6K
|
12.1K
$3.37M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-360- 0.92% |
$60.3K - $88.1K
|
38.6K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-360- 1.98% |
$60.3K - $88.1K
|
17.8K
$4.96M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-364- 0.85% |
$60.9K - $89.1K
|
42.7K
$11.9M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-364- 5.94% |
$60.9K - $89.1K
|
5.76K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-365- 7.41% |
$61.1K - $89.3K
|
4.56K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-365- 11.78% |
$61.1K - $89.3K
|
2.73K
$762K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-366- 0.77% |
$61.3K - $89.6K
|
47.4K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-367- 2.76% |
$61.4K - $89.8K
|
12.9K
$3.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-368- 2.15% |
$61.6K - $90K
|
16.7K
$4.66M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-370- 11.77% |
$61.9K - $90.5K
|
2.77K
$773K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-373- 2.17% |
$62.5K - $91.3K
|
16.8K
$4.68M
|