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
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.35K- 9.07% |
$561K - $820K
|
33.6K
$9.62M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-3.35K- 25.67% |
$562K - $821K
|
9.71K
$2.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-3.36K- 6.8% |
$563K - $823K
|
46.1K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-3.39K- 5.43% |
$568K - $831K
|
59.1K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.42K- 21.53% |
$573K - $837K
|
12.5K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-3.44K- 3.73% |
$576K - $842K
|
88.7K
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.44K- 9.53% |
$576K - $843K
|
32.7K
$9.36M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-3.45K- 12.21% |
$578K - $844K
|
24.8K
$7.11M
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-3.46K- 2.26% |
$579K - $846K
|
149K
$42.8M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-3.49K- 19.93% |
$585K - $855K
|
14K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
SELL
|
- |
-3.51K- 94.63% |
$587K - $858K
|
199
$57K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.52K- 28.47% |
$589K - $861K
|
8.84K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-3.55K- 67.85% |
$595K - $870K
|
1.68K
$482K
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-3.56K- 46.53% |
$595K - $870K
|
4.09K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-3.56K- 9.62% |
$596K - $871K
|
33.4K
$9.58M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.61K- 13.41% |
$604K - $882K
|
23.3K
$6.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-3.61K- 13.76% |
$604K - $883K
|
22.6K
$6.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.61K- 5.02% |
$605K - $884K
|
68.3K
$19.6M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-3.63K- 27.01% |
$607K - $887K
|
9.8K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.63K- 18.71% |
$608K - $889K
|
15.8K
$4.52M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.7K- 27.52% |
$619K - $905K
|
9.74K
$2.79M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.7K- 5.85% |
$620K - $906K
|
59.6K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.76K- 4.33% |
$629K - $919K
|
83K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-3.76K- 7.04% |
$630K - $920K
|
49.7K
$14.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-3.79K- 8.39% |
$635K - $928K
|
41.4K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-3.8K- 23.23% |
$636K - $929K
|
12.6K
$3.6M
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-3.83K- 9.13% |
$641K - $937K
|
38.1K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-3.89K- 26.17% |
$652K - $953K
|
11K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-3.9K- 13.99% |
$653K - $955K
|
24K
$6.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.92K- 0.52% |
$657K - $960K
|
753K
$216M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-3.94K- 11.33% |
$660K - $964K
|
30.9K
$8.84M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-3.98K- 25.19% |
$667K - $974K
|
11.8K
$3.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-4K- 3.15% |
$669K - $978K
|
123K
$35.3M
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-4K- 17.76% |
$669K - $978K
|
18.5K
$5.3M
|
|
|
May 12, 2025
Q1 2025
|
Telligent Fund, LP
Hong Kong, K3 |
SELL
|
- |
-4K- 8.7% |
$670K - $979K
|
42K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-4.01K- 1.58% |
$671K - $980K
|
249K
$71.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-4.01K- 12.15% |
$671K - $981K
|
29K
$8.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-4.03K- 6.06% |
$674K - $985K
|
62.4K
$17.9M
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-4.04K- 27.72% |
$676K - $989K
|
10.5K
$3.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.04K- 4.88% |
$677K - $989K
|
78.8K
$22.6M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-4.06K- 10.38% |
$679K - $992K
|
35K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-4.06K- 48.03% |
$679K - $993K
|
4.39K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.09K- 11.41% |
$684K - $1M
|
31.7K
$9.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-4.09K- 3.98% |
$684K - $1M
|
98.7K
$28.3M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.11K- 12.8% |
$688K - $1.01M
|
28K
$8.02M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.12K- 5.68% |
$690K - $1.01M
|
68.5K
$19.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.13K- 1.7% |
$692K - $1.01M
|
240K
$68.6M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.19K- 1.87% |
$702K - $1.03M
|
220K
$63.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-4.24K- 6.09% |
$710K - $1.04M
|
65.4K
$18.7M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-4.26K- 11.54% |
$714K - $1.04M
|
32.7K
$9.36M
|