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 15, 2025
Q1 2025
|
Lrt Capital Management, LLC
Austin, TX |
SELL
|
- |
-950- 20.8% |
$159K - $232K
|
3.62K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-955- 7.51% |
$160K - $234K
|
11.8K
$3.37M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-960- 7.51% |
$161K - $235K
|
11.8K
$3.39M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-965- 3.63% |
$162K - $236K
|
25.6K
$7.35M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-966- 0.96% |
$162K - $236K
|
99.5K
$28.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
SELL
|
- |
-969- 15.46% |
$162K - $237K
|
5.3K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-970- 2.69% |
$162K - $237K
|
35.1K
$10.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-976- 8.74% |
$163K - $239K
|
10.2K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-990- 3.71% |
$166K - $242K
|
25.7K
$7.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-994- 5.76% |
$166K - $243K
|
16.3K
$4.66M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-995- 3.85% |
$167K - $243K
|
24.9K
$7.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-995- 7.46% |
$167K - $243K
|
12.3K
$3.54M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-1K- 39.68% |
$167K - $245K
|
1.52K
$435K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.01K- 9.39% |
$168K - $246K
|
9.69K
$2.78M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 1.55% |
$169K - $247K
|
64.2K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.01K- 27.63% |
$170K - $248K
|
2.65K
$760K
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.02K- 43.78% |
$171K - $250K
|
1.31K
$375K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.02K- 18.53% |
$171K - $251K
|
4.5K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.03K- 2.3% |
$172K - $252K
|
43.6K
$12.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.03K- 17.99% |
$173K - $253K
|
4.71K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.03K- 10.17% |
$173K - $253K
|
9.12K
$2.61M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.03K- 0.92% |
$173K - $253K
|
111K
$31.8M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-1.04K- 9.34% |
$173K - $253K
|
10.1K
$2.88M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.04K- 29.72% |
$173K - $253K
|
2.45K
$701K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.04K- 2.9% |
$174K - $254K
|
34.8K
$9.96M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-1.04K- 8.88% |
$175K - $255K
|
10.7K
$3.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.05K- 2.73% |
$175K - $256K
|
37.4K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.05K- 19.0% |
$176K - $257K
|
4.47K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.05K- 23.08% |
$176K - $257K
|
3.5K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.05K- 5.43% |
$176K - $257K
|
18.3K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.06K- 43.87% |
$177K - $258K
|
1.35K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.06K- 2.55% |
$177K - $259K
|
40.5K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.06K- 17.52% |
$178K - $260K
|
5K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.07K- 5.02% |
$179K - $262K
|
20.2K
$5.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.07K- 30.06% |
$180K - $263K
|
2.5K
$715K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-1.08K- 14.24% |
$181K - $264K
|
6.5K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.09K- 4.8% |
$182K - $266K
|
21.6K
$6.17M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.09K- 11.4% |
$182K - $266K
|
8.45K
$2.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.09K- 11.66% |
$183K - $268K
|
8.29K
$2.37M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.1K- 3.14% |
$184K - $269K
|
33.9K
$9.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.1K- 3.64% |
$184K - $269K
|
29.2K
$8.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.1K- 12.35% |
$185K - $270K
|
7.83K
$2.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-1.11K- 9.23% |
$186K - $272K
|
10.9K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.11K- 7.7% |
$186K - $272K
|
13.3K
$3.81M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.12K- 9.16% |
$187K - $273K
|
11.1K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.12K- 26.59% |
$187K - $274K
|
3.09K
$884K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.13K- 9.86% |
$190K - $277K
|
10.3K
$2.96M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-1.14K- 3.86% |
$190K - $278K
|
28.3K
$8.11M
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-1.14K- 12.76% |
$191K - $280K
|
7.82K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.15K- 13.38% |
$192K - $280K
|
7.42K
$2.12M
|