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
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.67K- 39.25% |
$279K - $408K
|
2.58K
$740K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.68K- 10.46% |
$282K - $412K
|
14.4K
$4.13M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1.69K- 19.86% |
$284K - $415K
|
6.84K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.7K- 1.67% |
$284K - $416K
|
100K
$28.7M
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.7K- 1.54% |
$285K - $416K
|
108K
$31.1M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.7K- 55.41% |
$285K - $417K
|
1.37K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.74K- 17.13% |
$290K - $425K
|
8.4K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.74K- 1.6% |
$291K - $425K
|
107K
$30.6M
|
|
|
May 13, 2025
Q1 2025
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-1.74K- 41.93% |
$291K - $426K
|
2.41K
$690K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.75K- 2.77% |
$292K - $427K
|
61.4K
$17.6M
|
|
|
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-1.75K- 38.61% |
$293K - $427K
|
2.78K
$796K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.75K- 12.49% |
$293K - $428K
|
12.3K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-1.75K- 4.0% |
$294K - $429K
|
42.1K
$12.1M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.76K- 20.47% |
$295K - $431K
|
6.84K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.76K- 4.99% |
$295K - $431K
|
33.6K
$9.62M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-1.76K- 25.57% |
$295K - $432K
|
5.14K
$1.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 1.13% |
$297K - $434K
|
156K
$44.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-1.78K- 8.63% |
$298K - $436K
|
18.9K
$5.4M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.79K- 8.3% |
$299K - $437K
|
19.7K
$5.66M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.79K- 4.31% |
$299K - $437K
|
39.7K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.82K- 18.57% |
$304K - $444K
|
7.96K
$2.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.82K- 12.98% |
$305K - $446K
|
12.2K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.86K- 25.24% |
$312K - $456K
|
5.52K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-1.87K- 12.15% |
$313K - $457K
|
13.5K
$3.87M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.88K- 21.24% |
$314K - $459K
|
6.96K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.88K- 1.1% |
$315K - $460K
|
169K
$48.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.9K- 11.93% |
$318K - $465K
|
14K
$4.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.91K- 90.0% |
$319K - $467K
|
212
$60.7K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.93K- 4.43% |
$324K - $473K
|
41.7K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.94K- 5.51% |
$324K - $474K
|
33.2K
$9.51M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-1.94K- 2.03% |
$324K - $474K
|
93.5K
$26.8M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.94K- 4.16% |
$324K - $474K
|
44.6K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.98K- 5.63% |
$331K - $484K
|
33.2K
$9.5M
|
|
|
May 08, 2025
Q1 2025
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-2K- 28.57% |
$335K - $489K
|
5K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.01K- 21.29% |
$336K - $491K
|
7.42K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-2.01K- 2.23% |
$336K - $491K
|
88K
$25.2M
|
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-2.02K- 3.69% |
$338K - $495K
|
52.8K
$15.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.04K- 17.13% |
$342K - $499K
|
9.88K
$2.83M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-2.08K- 2.49% |
$348K - $509K
|
81.4K
$23.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-2.09K- 12.19% |
$350K - $511K
|
15K
$4.31M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-2.1K- 22.64% |
$352K - $514K
|
7.18K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.12K- 27.17% |
$354K - $518K
|
5.67K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-2.14K- 13.5% |
$358K - $523K
|
13.7K
$3.92M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.14K- 6.75% |
$359K - $524K
|
29.6K
$8.47M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-2.15K- 3.49% |
$359K - $525K
|
59.3K
$17M
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-2.15K- 11.93% |
$360K - $526K
|
15.9K
$4.55M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.16K- 3.36% |
$362K - $529K
|
62.1K
$17.8M
|
|
|
May 08, 2025
Q1 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-2.16K- 59.1% |
$362K - $529K
|
1.5K
$428K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.16K- 8.97% |
$362K - $530K
|
22K
$6.29M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.18K- 21.81% |
$365K - $533K
|
7.81K
$2.24M
|