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 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-373- 8.8% |
$62.5K - $91.3K
|
3.87K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-378- 3.03% |
$63.3K - $92.5K
|
12.1K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-380- 0.97% |
$63.6K - $93K
|
38.8K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-383- 2.54% |
$64.1K - $93.7K
|
14.7K
$4.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-385- 19.44% |
$64.5K - $94.2K
|
1.6K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-386- 1.67% |
$64.6K - $94.5K
|
22.7K
$6.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-388- 1.54% |
$65K - $94.9K
|
24.9K
$6.93M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-389- 3.16% |
$65.1K - $95.2K
|
11.9K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-390- 7.83% |
$65.3K - $95.4K
|
4.59K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-392- 4.14% |
$65.6K - $95.9K
|
9.08K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-392- 4.42% |
$65.6K - $95.9K
|
8.47K
$2.36M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-394- 2.75% |
$66K - $96.4K
|
13.9K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-395- 4.12% |
$66.1K - $96.7K
|
9.19K
$2.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-395- 8.85% |
$66.1K - $96.7K
|
4.07K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-396- 1.28% |
$66.3K - $96.9K
|
30.6K
$8.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-399- 7.04% |
$66.8K - $97.6K
|
5.27K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-408- 2.22% |
$68.3K - $99.8K
|
18K
$5.01M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-408- 6.57% |
$68.3K - $99.8K
|
5.8K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-413- 4.1% |
$69.1K - $101K
|
9.66K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-413- 15.14% |
$69.1K - $101K
|
2.31K
$645K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-414- 8.78% |
$69.3K - $101K
|
4.3K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-415- 1.25% |
$69.5K - $102K
|
32.8K
$9.13M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-415- 3.07% |
$69.5K - $102K
|
13.1K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-423- 0.91% |
$70.8K - $104K
|
46K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-424- 0.82% |
$71K - $104K
|
51.1K
$14.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-425- 1.94% |
$71.2K - $104K
|
21.5K
$6M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-426- 9.3% |
$71.3K - $104K
|
4.16K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-432- 0.08% |
$72.3K - $106K
|
519K
$145M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-433- 15.98% |
$72.5K - $106K
|
2.28K
$634K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-438- 1.95% |
$73.3K - $107K
|
22K
$6.12M
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-439- 0.91% |
$73.5K - $107K
|
48.1K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-439- 69.68% |
$73.5K - $107K
|
191
$53.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-440- 11.53% |
$73.7K - $108K
|
3.38K
$941K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-440- 2.74% |
$73.7K - $108K
|
15.6K
$4.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-440- 4.39% |
$73.7K - $108K
|
9.58K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-440- 1.2% |
$73.7K - $108K
|
36.1K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-442- 17.33% |
$74K - $108K
|
2.11K
$587K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-444- 1.51% |
$74.3K - $109K
|
29K
$8.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-447- 16.73% |
$74.8K - $109K
|
2.23K
$620K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-449- 5.85% |
$75.2K - $110K
|
7.23K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-454- 18.59% |
$76K - $111K
|
1.99K
$554K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-457- 0.62% |
$76.5K - $112K
|
73.4K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-458- 6.14% |
$76.7K - $112K
|
7K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-460- 7.55% |
$77K - $113K
|
5.64K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-460- 8.21% |
$77K - $113K
|
5.14K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-460- 4.63% |
$77K - $113K
|
9.47K
$2.64M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-462- 1.82% |
$77.4K - $113K
|
25K
$6.95M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-466- 16.12% |
$78K - $114K
|
2.43K
$676K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-467- 2.22% |
$78.2K - $114K
|
20.6K
$5.73M
|
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-470- 1.15% |
$78.7K - $115K
|
40.4K
$11.3M
|