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
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.39K- 24.72% |
$232K - $340K
|
4.23K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.39K- 7.55% |
$233K - $341K
|
17K
$4.88M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-1.4K- 43.42% |
$234K - $342K
|
1.82K
$522K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.4K- 1.14% |
$234K - $342K
|
122K
$34.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1.4K- 15.43% |
$235K - $343K
|
7.68K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.41K- 1.43% |
$236K - $345K
|
96.9K
$27.7M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-1.41K- 39.06% |
$236K - $346K
|
2.2K
$631K
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.42K- 39.86% |
$237K - $347K
|
2.14K
$612K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.44K- 20.97% |
$240K - $351K
|
5.41K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.44K- 2.72% |
$240K - $351K
|
51.4K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.44K- 8.05% |
$242K - $353K
|
16.5K
$4.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.44K- 16.35% |
$242K - $353K
|
7.39K
$2.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-1.45K- 3.05% |
$242K - $354K
|
45.9K
$13.2M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.45K- 3.76% |
$243K - $355K
|
37.1K
$10.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.46K- 11.34% |
$245K - $358K
|
11.4K
$3.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.5K- 2.39% |
$250K - $366K
|
61.1K
$17.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.51K- 10.91% |
$252K - $369K
|
12.3K
$3.53M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-1.51K- 24.49% |
$253K - $370K
|
4.66K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.52K- 36.71% |
$254K - $371K
|
2.62K
$750K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.52K- 11.61% |
$255K - $372K
|
11.6K
$3.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-1.53K- 29.64% |
$256K - $374K
|
3.63K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-1.53K- 4.74% |
$256K - $374K
|
30.7K
$8.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.53K- 20.55% |
$257K - $375K
|
5.92K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-1.53K- 5.98% |
$257K - $375K
|
24.1K
$6.91M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-1.53K- 49.82% |
$257K - $375K
|
1.55K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.54K- 23.2% |
$258K - $377K
|
5.1K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.54K- 1.05% |
$258K - $377K
|
145K
$41.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.54K- 3.34% |
$258K - $377K
|
44.6K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.55K- 6.61% |
$259K - $378K
|
21.8K
$6.25M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.55K- 7.74% |
$260K - $379K
|
18.5K
$5.29M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-1.56K- 51.74% |
$261K - $382K
|
1.46K
$417K
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.56K- 24.16% |
$262K - $382K
|
4.9K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.57K- 18.51% |
$262K - $383K
|
6.9K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.57K- 32.01% |
$262K - $383K
|
3.33K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.57K- 0.93% |
$262K - $383K
|
167K
$47.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-1.57K- 7.04% |
$263K - $384K
|
20.7K
$5.94M
|
|
|
May 15, 2025
Q1 2025
|
Haven Capital Group, Inc.
Camarillo, CA |
SELL
|
- |
-1.57K- 1.9% |
$264K - $385K
|
81.1K
$23.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.58K- 19.55% |
$265K - $387K
|
6.51K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1.59K- 5.47% |
$266K - $389K
|
27.5K
$7.87M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.59K- 3.03% |
$267K - $390K
|
51K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1.61K- 3.44% |
$270K - $394K
|
45.3K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.62K- 3.89% |
$271K - $396K
|
40K
$11.5M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.63K- 10.26% |
$273K - $399K
|
14.3K
$4.09M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.64K- 15.23% |
$274K - $400K
|
9.11K
$2.61M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.64K- 3.49% |
$275K - $402K
|
45.4K
$13M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.65K- 31.42% |
$277K - $404K
|
3.61K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.66K- 8.01% |
$278K - $406K
|
19K
$5.46M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.66K- 31.91% |
$278K - $406K
|
3.55K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.66K- 23.22% |
$278K - $407K
|
5.5K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.66K- 5.49% |
$278K - $407K
|
28.6K
$8.2M
|