Purchases and Sales Made in Q1 2024 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q1 2024. 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 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
483+ 6.74% |
$507K - $680K
|
7.64K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
482+ 9.65% |
$506K - $678K
|
5.48K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
481+ 0.5% |
$505K - $677K
|
96.6K
$22.5M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
480+ 14.96% |
$504K - $675K
|
3.69K
$860K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
475+ 6.79% |
$498K - $668K
|
7.47K
$1.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
474New |
$497K - $667K
|
474
$110K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
469+ 16.35% |
$492K - $660K
|
3.34K
$778K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
466+ 25.56% |
$489K - $656K
|
2.29K
$533K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
464+ 3.04% |
$487K - $653K
|
15.7K
$3.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
462+ 4.51% |
$485K - $650K
|
10.7K
$2.5M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
461+ 40.19% |
$484K - $649K
|
1.61K
$375K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
460+ 2.67% |
$483K - $647K
|
17.7K
$4.12M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
455+ 209.68% |
$477K - $640K
|
672
$157K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
454+ 67.26% |
$476K - $639K
|
1.13K
$263K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
454+ 1.41% |
$476K - $639K
|
32.6K
$7.59M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
453+ 18.41% |
$475K - $637K
|
2.91K
$679K
|
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
450+ 81.67% |
$472K - $633K
|
1K
$233K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
449+ 1.15% |
$471K - $632K
|
39.6K
$9.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
448New |
$470K - $630K
|
448
$104K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
447New |
$469K - $629K
|
447
$104K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
447+ 4.0% |
$469K - $629K
|
11.6K
$2.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
446+ 15.13% |
$468K - $628K
|
3.39K
$791K
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
446+ 2.47% |
$468K - $628K
|
18.5K
$4.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
445+ 1.35% |
$467K - $626K
|
33.4K
$7.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
443+ 217.16% |
$465K - $623K
|
647
$151K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
437+ 891.84% |
$458K - $615K
|
486
$113K
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
437New |
$458K - $615K
|
437
$102K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
433+ 153.55% |
$454K - $609K
|
715
$167K
|
|
|
May 08, 2024
Q1 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
432New |
$453K - $608K
|
432
$101K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
431+ 15.95% |
$452K - $606K
|
3.13K
$730K
|
|
|
May 10, 2024
Q1 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
424+ 38.51% |
$445K - $597K
|
1.53K
$355K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
417+ 14.68% |
$437K - $587K
|
3.26K
$759K
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
417New |
$437K - $587K
|
417
$97.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
414New |
$434K - $583K
|
414
$96.5K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
409+ 4.46% |
$429K - $575K
|
9.58K
$2.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
408+ 1.65% |
$428K - $574K
|
25.2K
$5.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
404+ 9.03% |
$424K - $568K
|
4.88K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
403New |
$423K - $567K
|
403
$93.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
402+ 18.0% |
$422K - $566K
|
2.64K
$614K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
402+ 5.43% |
$422K - $566K
|
7.81K
$1.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
399+ 23.39% |
$419K - $561K
|
2.11K
$491K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
398+ 159.84% |
$418K - $560K
|
647
$151K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
397+ 82.54% |
$416K - $559K
|
878
$205K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
397+ 94.52% |
$416K - $559K
|
817
$190K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
396+ 7.48% |
$415K - $557K
|
5.69K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
395+ 75.53% |
$414K - $556K
|
918
$214K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
393+ 23.65% |
$412K - $553K
|
2.06K
$479K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
392New |
$411K - $552K
|
392
$91.4K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
391+ 212.5% |
$410K - $550K
|
575
$134K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
390+ 0.16% |
$409K - $549K
|
238K
$55.4M
|