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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-10.5K- 2.84% |
$1.75M - $2.56M
|
357K
$102M
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-10.5K- 76.61% |
$1.76M - $2.57M
|
3.21K
$918K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-10.5K- 21.05% |
$1.76M - $2.58M
|
39.5K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-10.6K- 6.83% |
$1.77M - $2.59M
|
144K
$41.3M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-10.7K- 9.04% |
$1.79M - $2.62M
|
108K
$30.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-10.8K- 24.43% |
$1.8M - $2.64M
|
33.3K
$9.55M
|
|
|
May 06, 2025
Q1 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-10.9K- 29.2% |
$1.83M - $2.67M
|
26.4K
$7.58M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
SELL
|
- |
-10.9K- 12.05% |
$1.83M - $2.67M
|
79.6K
$22.8M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11K- 8.01% |
$1.83M - $2.68M
|
126K
$36M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-11K- 25.43% |
$1.84M - $2.68M
|
32.2K
$9.22M
|
|
|
May 13, 2025
Q1 2025
|
Katamaran Capital LLP
London, X0 |
SELL
|
- |
-11K- 66.78% |
$1.84M - $2.69M
|
5.47K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-11K- 14.9% |
$1.84M - $2.69M
|
62.8K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11K- 21.88% |
$1.84M - $2.69M
|
39.3K
$11.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-11.1K- 30.75% |
$1.85M - $2.71M
|
24.9K
$7.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-11.1K- 6.11% |
$1.86M - $2.72M
|
171K
$48.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-11.1K- 23.7% |
$1.86M - $2.72M
|
35.8K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.2K- 1.11% |
$1.87M - $2.74M
|
993K
$285M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-11.3K- 37.49% |
$1.89M - $2.76M
|
18.8K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.3K- 11.01% |
$1.9M - $2.77M
|
91.7K
$26.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-11.4K- 14.96% |
$1.91M - $2.8M
|
65K
$18.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-11.5K- 13.74% |
$1.93M - $2.82M
|
72.3K
$20.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-11.5K- 2.1% |
$1.93M - $2.82M
|
537K
$154M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-11.7K- 14.38% |
$1.96M - $2.87M
|
69.7K
$20M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-11.7K- 33.25% |
$1.97M - $2.87M
|
23.6K
$6.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-11.8K- 7.07% |
$1.98M - $2.9M
|
156K
$44.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.9K- 2.45% |
$1.99M - $2.9M
|
473K
$135M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-12.1K- 6.22% |
$2.02M - $2.95M
|
182K
$52.1M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.6K- 1.8% |
$2.1M - $3.08M
|
687K
$197M
|
|
|
May 15, 2025
Q1 2025
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-12.6K- 34.57% |
$2.11M - $3.09M
|
23.9K
$6.85M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-12.7K- 2.16% |
$2.12M - $3.1M
|
575K
$165M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-12.7K- 23.42% |
$2.13M - $3.11M
|
41.5K
$11.9M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-12.8K- 30.03% |
$2.14M - $3.13M
|
29.8K
$8.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-12.9K- 27.34% |
$2.16M - $3.15M
|
34.2K
$9.81M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-13K- 10.38% |
$2.18M - $3.19M
|
112K
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-13.1K- 2.47% |
$2.19M - $3.2M
|
517K
$148M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-13.1K- 23.34% |
$2.19M - $3.2M
|
43K
$12.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 42.72% |
$2.24M - $3.27M
|
17.9K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-13.4K- 13.19% |
$2.24M - $3.27M
|
88K
$25.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-13.4K- 2.01% |
$2.24M - $3.27M
|
652K
$187M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-13.4K- 2.43% |
$2.25M - $3.28M
|
539K
$154M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-13.5K- 87.92% |
$2.27M - $3.31M
|
1.86K
$533K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-13.6K- 68.07% |
$2.28M - $3.33M
|
6.38K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-13.7K- 15.38% |
$2.3M - $3.36M
|
75.5K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-13.8K- 8.15% |
$2.32M - $3.39M
|
156K
$44.6M
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-14K- 80.69% |
$2.34M - $3.42M
|
3.35K
$958K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-14K- 63.98% |
$2.35M - $3.43M
|
7.89K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-14.1K- 9.23% |
$2.37M - $3.46M
|
139K
$39.8M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-14.2K- 1.48% |
$2.37M - $3.46M
|
944K
$270M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-14.4K- 9.4% |
$2.41M - $3.52M
|
139K
$39.7M
|
|
|
May 08, 2025
Q1 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-14.6K- 44.6% |
$2.44M - $3.57M
|
18.1K
$5.19M
|