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 07, 2025
Q1 2025
|
Capital City Trust CO
|
SELL
|
- |
-7.28K- 7.76% |
$1.22M - $1.78M
|
86.6K
$24.8M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.38K- 2.87% |
$1.24M - $1.81M
|
250K
$71.7M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-7.44K- 14.31% |
$1.25M - $1.82M
|
44.5K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-7.49K- 6.42% |
$1.25M - $1.83M
|
109K
$31.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-7.49K- 18.63% |
$1.25M - $1.83M
|
32.7K
$9.38M
|
|
|
May 15, 2025
Q1 2025
|
Kp Management LLC
Edina, MN |
SELL
|
- |
-7.5K- 11.11% |
$1.26M - $1.84M
|
60K
$17.2M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-7.55K- 22.74% |
$1.26M - $1.85M
|
25.7K
$7.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-7.58K- 4.74% |
$1.27M - $1.85M
|
152K
$43.7M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-7.58K- 43.64% |
$1.27M - $1.86M
|
9.79K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7.62K- 5.4% |
$1.28M - $1.86M
|
134K
$38.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-7.66K- 31.49% |
$1.28M - $1.88M
|
16.7K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-7.72K- 5.07% |
$1.29M - $1.89M
|
145K
$41.4M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-7.74K- 64.56% |
$1.3M - $1.89M
|
4.25K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-7.76K- 4.12% |
$1.3M - $1.9M
|
181K
$51.7M
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-7.78K- 5.15% |
$1.3M - $1.9M
|
143K
$41M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-7.78K- 5.3% |
$1.3M - $1.9M
|
139K
$39.8M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-8K- 10.34% |
$1.34M - $1.96M
|
69.3K
$19.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-8.05K- 77.45% |
$1.35M - $1.97M
|
2.34K
$671K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
SELL
|
- |
-8.1K- 21.67% |
$1.36M - $1.98M
|
29.3K
$8.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-8.11K- 79.52% |
$1.36M - $1.98M
|
2.09K
$598K
|
|
|
Apr 28, 2025
Q1 2025
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-8.13K- 22.27% |
$1.36M - $1.99M
|
28.4K
$8.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-8.17K- 4.65% |
$1.37M - $2M
|
167K
$48M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-8.23K- 31.47% |
$1.38M - $2.01M
|
17.9K
$5.13M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-8.3K- 15.49% |
$1.39M - $2.03M
|
45.3K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-8.33K- 8.51% |
$1.39M - $2.04M
|
89.6K
$25.7M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-8.38K- 12.23% |
$1.4M - $2.05M
|
60.2K
$17.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-8.39K- 9.74% |
$1.4M - $2.05M
|
77.7K
$22.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Ami Asset Management Corp
|
SELL
|
- |
-8.43K- 3.37% |
$1.41M - $2.06M
|
242K
$69.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-8.75K- 3.03% |
$1.47M - $2.14M
|
280K
$80.1M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-8.79K- 19.2% |
$1.47M - $2.15M
|
37K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
SELL
|
- |
-8.83K- 10.99% |
$1.48M - $2.16M
|
71.5K
$20.5M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-8.86K- 17.62% |
$1.48M - $2.17M
|
41.4K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.9K- 3.72% |
$1.49M - $2.18M
|
230K
$65.9M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.91K- 57.49% |
$1.49M - $2.18M
|
6.59K
$1.89M
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-8.92K- 8.22% |
$1.49M - $2.18M
|
99.5K
$28.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9.01K- 31.44% |
$1.51M - $2.2M
|
19.6K
$5.63M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-9.13K- 1.26% |
$1.53M - $2.23M
|
716K
$205M
|
|
|
May 14, 2025
Q1 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-9.17K- 50.33% |
$1.53M - $2.24M
|
9.05K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.18K- 7.26% |
$1.54M - $2.25M
|
117K
$33.6M
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-9.28K- 99.26% |
$1.55M - $2.27M
|
69
$19.8K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-9.39K- 51.05% |
$1.57M - $2.3M
|
9K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-9.44K- 8.68% |
$1.58M - $2.31M
|
99.3K
$28.4M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-9.5K- 0.76% |
$1.59M - $2.32M
|
1.24M
$356M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-9.53K- 21.28% |
$1.6M - $2.33M
|
35.3K
$10.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-9.57K- 30.41% |
$1.6M - $2.34M
|
21.9K
$6.27M
|
|
|
May 13, 2025
Q1 2025
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-9.67K- 16.7% |
$1.62M - $2.37M
|
48.2K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.68K- 22.97% |
$1.62M - $2.37M
|
32.5K
$9.3M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-10.1K- 21.97% |
$1.69M - $2.47M
|
35.9K
$10.3M
|
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-10.2K- 34.86% |
$1.71M - $2.49M
|
19K
$5.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-10.4K- 6.39% |
$1.74M - $2.54M
|
152K
$43.5M
|