Purchases and Sales Made in Q1 2023 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q1 2023. 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, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
775New |
$429K - $499K
|
775
$127K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
772+ 7.94% |
$427K - $497K
|
10.5K
$1.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
770+ 62.81% |
$426K - $496K
|
2K
$326K
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
767New |
$425K - $494K
|
767
$125K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
766New |
$424K - $493K
|
766
$125K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
763New |
$422K - $491K
|
763
$125K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
755+ 7.85% |
$418K - $486K
|
10.4K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
744+ 23.4% |
$412K - $479K
|
3.92K
$641K
|
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
734+ 3.14% |
$406K - $472K
|
24.1K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
732New |
$405K - $471K
|
732
$119K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
731New |
$405K - $471K
|
731
$119K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
726New |
$402K - $467K
|
726
$119K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
726+ 32.97% |
$402K - $467K
|
2.93K
$478K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
710+ 3.62% |
$393K - $457K
|
20.3K
$3.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
701+ 21.99% |
$388K - $451K
|
3.89K
$635K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
701New |
$388K - $451K
|
701
$114K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
700+ 42.53% |
$387K - $451K
|
2.35K
$383K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
694+ 12.27% |
$384K - $447K
|
6.35K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
689+ 105.19% |
$381K - $444K
|
1.34K
$219K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
683+ 8.22% |
$378K - $440K
|
8.99K
$1.47M
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
680New |
$376K - $438K
|
680
$111K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
673+ 66.5% |
$372K - $433K
|
1.69K
$275K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
666New |
$369K - $429K
|
666
$109K
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
666+ 3.01% |
$369K - $429K
|
22.8K
$3.72M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
664+ 1.93% |
$368K - $427K
|
35.1K
$5.73M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
663New |
$367K - $427K
|
663
$108K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
656+ 53.99% |
$363K - $422K
|
1.87K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
656+ 3.21% |
$363K - $422K
|
21.1K
$3.44M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
654+ 69.5% |
$362K - $421K
|
1.6K
$260K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
653+ 1.14% |
$361K - $420K
|
58K
$9.46M
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
650+ 3.14% |
$360K - $418K
|
21.4K
$3.49M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
648+ 4.83% |
$359K - $417K
|
14.1K
$2.3M
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
646+ 16.16% |
$358K - $416K
|
4.64K
$758K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
643+ 77.94% |
$356K - $414K
|
1.47K
$240K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
639+ 2.18% |
$354K - $411K
|
29.9K
$4.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
635+ 247.08% |
$351K - $409K
|
892
$146K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
635+ 99.84% |
$351K - $409K
|
1.27K
$207K
|
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
635+ 31.22% |
$351K - $409K
|
2.67K
$436K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
634+ 0.53% |
$351K - $408K
|
121K
$19.7M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
634+ 11.62% |
$351K - $408K
|
6.09K
$994K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
626+ 11.38% |
$346K - $403K
|
6.13K
$1M
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
615New |
$340K - $396K
|
615
$100K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
610+ 13.68% |
$338K - $393K
|
5.07K
$827K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
606New |
$335K - $390K
|
606
$98.9K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
606New |
$335K - $390K
|
606
$98.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
605+ 5.47% |
$335K - $389K
|
11.7K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
599+ 7.24% |
$332K - $386K
|
8.88K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
599+ 4.54% |
$332K - $386K
|
13.8K
$2.25M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
596+ 492.56% |
$330K - $384K
|
717
$117K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
595+ 71.0% |
$329K - $383K
|
1.43K
$234K
|