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
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-753- 5.96% |
$126K - $184K
|
11.9K
$3.4M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-753- 9.26% |
$126K - $184K
|
7.38K
$2.11M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-755- 32.53% |
$126K - $185K
|
1.57K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-756- 6.51% |
$127K - $185K
|
10.9K
$3.11M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-759- 11.51% |
$127K - $186K
|
5.83K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-767- 1.73% |
$128K - $188K
|
43.6K
$12.5M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-770- 6.21% |
$129K - $188K
|
11.6K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-770- 1.66% |
$129K - $188K
|
45.7K
$13.1M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-772- 1.18% |
$129K - $189K
|
64.4K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-773- 9.67% |
$129K - $189K
|
7.22K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
SELL
|
- |
-776- 0.85% |
$130K - $190K
|
90.1K
$25.8M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-778- 3.77% |
$130K - $190K
|
19.9K
$5.69M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-779- 11.77% |
$130K - $191K
|
5.84K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-800- 8.42% |
$134K - $196K
|
8.7K
$2.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-806- 7.56% |
$135K - $197K
|
9.86K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-807- 24.71% |
$135K - $197K
|
2.46K
$704K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-820- 1.72% |
$137K - $201K
|
46.8K
$13.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-830- 3.21% |
$139K - $203K
|
25K
$7.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-831- 3.1% |
$139K - $203K
|
26K
$7.44M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-832- 12.11% |
$139K - $204K
|
6.04K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-835- 3.29% |
$140K - $204K
|
24.6K
$7.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-838- 97.44% |
$140K - $205K
|
22
$6.3K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-838- 23.64% |
$140K - $205K
|
2.71K
$775K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-839- 4.31% |
$140K - $205K
|
18.6K
$5.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-849- 10.29% |
$142K - $208K
|
7.4K
$2.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-855- 3.83% |
$143K - $209K
|
21.4K
$6.14M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-856- 7.25% |
$143K - $209K
|
11K
$3.14M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-861- 2.09% |
$144K - $211K
|
40.3K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-862- 5.34% |
$144K - $211K
|
15.3K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-862- 2.92% |
$144K - $211K
|
28.7K
$8.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-865- 24.97% |
$145K - $212K
|
2.6K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-865- 1.73% |
$145K - $212K
|
49.2K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-870- 3.63% |
$146K - $213K
|
23.1K
$6.62M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-877- 14.55% |
$147K - $215K
|
5.15K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-884- 11.14% |
$148K - $216K
|
7.05K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-885- 12.77% |
$148K - $217K
|
6.05K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-886- 17.8% |
$148K - $217K
|
4.09K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-888- 2.2% |
$149K - $217K
|
39.5K
$11.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-889- 3.48% |
$149K - $218K
|
24.6K
$7.06M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-890- 4.76% |
$149K - $218K
|
17.8K
$5.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-894- 1.75% |
$150K - $219K
|
50.2K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-897- 17.63% |
$150K - $219K
|
4.19K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-899- 25.5% |
$151K - $220K
|
2.63K
$753K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-918- 10.01% |
$154K - $225K
|
8.25K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-938- 13.79% |
$157K - $230K
|
5.86K
$1.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-942- 16.98% |
$158K - $231K
|
4.61K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-944- 4.87% |
$158K - $231K
|
18.4K
$5.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-946- 4.07% |
$158K - $231K
|
22.3K
$6.38M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-949- 10.26% |
$159K - $232K
|
8.3K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-950- 13.77% |
$159K - $232K
|
5.95K
$1.7M
|