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 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.18K- 2.6% |
$365K - $534K
|
81.6K
$23.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.19K- 62.34% |
$366K - $535K
|
1.32K
$379K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.2K- 35.66% |
$369K - $539K
|
3.97K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.21K- 2.23% |
$369K - $540K
|
96.8K
$27.7M
|
|
|
May 15, 2025
Q1 2025
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
SELL
|
- |
-2.21K- 0.42% |
$370K - $541K
|
525K
$150M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.23K- 5.3% |
$373K - $545K
|
39.8K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-2.23K- 1.46% |
$373K - $545K
|
151K
$43.2M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.23K- 10.45% |
$373K - $545K
|
19.1K
$5.47M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-2.23K- 26.38% |
$373K - $546K
|
6.22K
$1.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.24K- 9.69% |
$376K - $549K
|
20.9K
$5.99M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-2.25K- 1.13% |
$376K - $550K
|
196K
$56.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-2.25K- 62.5% |
$376K - $550K
|
1.35K
$386K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-2.26K- 68.32% |
$378K - $553K
|
1.05K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-2.27K- 2.81% |
$380K - $555K
|
78.4K
$22.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-2.28K- 15.57% |
$382K - $558K
|
12.4K
$3.54M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.3K- 1.11% |
$384K - $562K
|
205K
$58.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-2.3K- 44.23% |
$384K - $562K
|
2.9K
$829K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.3K- 6.77% |
$385K - $563K
|
31.7K
$9.08M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.32K- 3.26% |
$388K - $567K
|
68.7K
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-2.32K- 3.07% |
$388K - $567K
|
73.1K
$20.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-2.33K- 12.06% |
$391K - $571K
|
17K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.37K- 6.2% |
$396K - $579K
|
35.8K
$10.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-2.38K- 30.4% |
$398K - $582K
|
5.45K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-2.38K- 8.28% |
$399K - $583K
|
26.4K
$7.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-2.39K- 33.14% |
$400K - $585K
|
4.82K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-2.44K- 23.81% |
$408K - $596K
|
7.8K
$2.23M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.47K- 6.92% |
$414K - $605K
|
33.2K
$9.52M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.49K- 15.59% |
$417K - $610K
|
13.5K
$3.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-2.5K- 2.21% |
$419K - $612K
|
111K
$31.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-2.5K- 4.85% |
$419K - $613K
|
49.1K
$14.1M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-2.51K- 4.18% |
$419K - $613K
|
57.5K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.52K- 2.58% |
$421K - $616K
|
95.2K
$27.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.52K- 2.32% |
$422K - $617K
|
106K
$30.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-2.53K- 24.26% |
$424K - $620K
|
7.91K
$2.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
SELL
|
- |
-2.56K- 56.31% |
$428K - $625K
|
1.98K
$568K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-2.56K- 4.4% |
$428K - $625K
|
55.5K
$15.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-2.56K- 0.37% |
$429K - $627K
|
696K
$199M
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-2.58K- 3.3% |
$432K - $631K
|
75.6K
$21.6M
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-2.58K- 11.71% |
$432K - $631K
|
19.4K
$5.57M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.6K- 16.45% |
$436K - $637K
|
13.2K
$3.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.61K- 6.73% |
$436K - $637K
|
36.1K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.61K- 9.39% |
$436K - $638K
|
25.2K
$7.2M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-2.61K- 0.9% |
$436K - $638K
|
286K
$81.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-2.62K- 21.16% |
$438K - $640K
|
9.75K
$2.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-2.66K- 27.64% |
$445K - $651K
|
6.96K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.67K- 4.52% |
$448K - $654K
|
56.5K
$16.2M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.7K- 6.44% |
$451K - $660K
|
39.2K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-2.72K- 23.64% |
$455K - $666K
|
8.79K
$2.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.73K- 1.47% |
$456K - $667K
|
183K
$52.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.73K- 3.15% |
$456K - $667K
|
83.8K
$24M
|