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 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-473- 7.13% |
$79.2K - $116K
|
6.16K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-475- 1.96% |
$79.5K - $116K
|
23.7K
$6.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-475- 2.11% |
$79.5K - $116K
|
22K
$6.31M
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-481- 3.58% |
$80.5K - $118K
|
13K
$3.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-482- 5.6% |
$80.7K - $118K
|
8.13K
$2.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-482- 7.24% |
$80.7K - $118K
|
6.18K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-483- 5.82% |
$80.9K - $118K
|
7.82K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-490- 10.01% |
$82K - $120K
|
4.41K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-491- 0.88% |
$82.2K - $120K
|
55.1K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-492- 6.19% |
$82.4K - $120K
|
7.45K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-493- 2.02% |
$82.5K - $121K
|
23.9K
$6.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-497- 0.96% |
$83.2K - $122K
|
51.1K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-498- 17.07% |
$83.4K - $122K
|
2.42K
$693K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-499- 7.59% |
$83.5K - $122K
|
6.08K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-500- 15.68% |
$83.7K - $122K
|
2.69K
$770K
|
|
|
May 12, 2025
Q1 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-500- 2.6% |
$83.7K - $122K
|
18.8K
$5.37M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-500- 95.24% |
$83.7K - $122K
|
25
$7.16K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-506- 0.61% |
$84.7K - $124K
|
81.9K
$23.5M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-507- 0.73% |
$84.9K - $124K
|
69.3K
$19.9M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-508- 7.68% |
$85.1K - $124K
|
6.11K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-508- 0.63% |
$85.1K - $124K
|
80K
$22.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-512- 1.97% |
$85.7K - $125K
|
25.4K
$7.29M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-512- 18.32% |
$85.7K - $125K
|
2.28K
$654K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-517- 9.6% |
$86.6K - $127K
|
4.87K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-518- 4.37% |
$86.7K - $127K
|
11.3K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-520- 1.79% |
$87.1K - $127K
|
28.6K
$8.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-521- 2.09% |
$87.2K - $127K
|
24.4K
$6.99M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-522- 3.47% |
$87.4K - $128K
|
14.5K
$4.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-525- 1.8% |
$87.9K - $128K
|
28.7K
$8.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-532- 4.42% |
$89.1K - $130K
|
11.5K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-532- 3.08% |
$89.1K - $130K
|
16.8K
$4.8M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-536- 0.07% |
$89.7K - $131K
|
815K
$233M
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-542- 0.87% |
$90.7K - $133K
|
62.1K
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-555- 17.05% |
$92.9K - $136K
|
2.7K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-555- 7.6% |
$92.9K - $136K
|
6.75K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-556- 2.69% |
$93.1K - $136K
|
20.1K
$5.76M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-559- 10.51% |
$93.6K - $137K
|
4.76K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-573- 13.71% |
$95.9K - $140K
|
3.61K
$1.03M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-573- 5.26% |
$95.9K - $140K
|
10.3K
$2.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-577- 4.53% |
$96.6K - $141K
|
12.2K
$3.49M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-579- 0.73% |
$96.9K - $142K
|
78.8K
$22.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-582- 15.83% |
$97.4K - $142K
|
3.1K
$887K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-582- 0.52% |
$97.4K - $142K
|
111K
$31.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-585- 6.42% |
$97.9K - $143K
|
8.52K
$2.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-585- 1.04% |
$97.9K - $143K
|
55.8K
$16M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-592- 3.75% |
$99.1K - $145K
|
15.2K
$4.35M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-594- 12.74% |
$99.5K - $145K
|
4.07K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-595- 2.86% |
$99.6K - $146K
|
20.2K
$5.79M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-596- 0.49% |
$99.8K - $146K
|
120K
$34.5M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-599- 11.17% |
$100K - $147K
|
4.76K
$1.36M
|