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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
464+ 14.22% |
$257K - $299K
|
3.73K
$1.07M
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
462+ 117.86% |
$256K - $297K
|
854
$245K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
461+ 9.39% |
$255K - $297K
|
5.37K
$1.54M
|
|
May 15, 2023
Q1 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
460+ 75.91% |
$255K - $296K
|
1.07K
$305K
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
458+ 10.18% |
$253K - $295K
|
4.96K
$1.42M
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
456New |
$252K - $294K
|
456
$131K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
455+ 6.24% |
$252K - $293K
|
7.75K
$2.22M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
455+ 3.06% |
$252K - $293K
|
15.3K
$4.39M
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
451+ 0.28% |
$250K - $290K
|
162K
$46.3M
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
451New |
$250K - $290K
|
451
$129K
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
446+ 47.55% |
$247K - $287K
|
1.38K
$396K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
443+ 3.49% |
$245K - $285K
|
13.1K
$3.76M
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
442+ 1.83% |
$245K - $285K
|
24.6K
$7.04M
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
442+ 1.83% |
$245K - $285K
|
24.6K
$7.04M
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
441+ 52.19% |
$244K - $284K
|
1.29K
$368K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
440+ 13.55% |
$244K - $283K
|
3.69K
$1.06M
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
439+ 5.88% |
$243K - $283K
|
7.9K
$2.26M
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
436+ 35.71% |
$241K - $281K
|
1.66K
$475K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
434+ 135.2% |
$240K - $279K
|
755
$216K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
433+ 4.56% |
$240K - $279K
|
9.93K
$2.84M
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
432+ 64.86% |
$239K - $278K
|
1.1K
$315K
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
427New |
$236K - $275K
|
427
$122K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
425+ 8.12% |
$235K - $274K
|
5.66K
$1.62M
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
418New |
$231K - $269K
|
418
$120K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
417+ 4.21% |
$231K - $268K
|
10.3K
$2.96M
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
415+ 11.07% |
$230K - $267K
|
4.16K
$1.19M
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
414+ 22.35% |
$229K - $266K
|
2.27K
$649K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
414+ 8.04% |
$229K - $266K
|
5.56K
$1.59M
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
410+ 3.24% |
$227K - $264K
|
13.1K
$3.74M
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
409+ 38.22% |
$226K - $263K
|
1.48K
$424K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
405+ 6.39% |
$224K - $261K
|
6.75K
$1.93M
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
404+ 82.28% |
$224K - $260K
|
895
$256K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
403+ 17.3% |
$223K - $259K
|
2.73K
$783K
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
401New |
$222K - $258K
|
401
$115K
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
400+ 44.44% |
$221K - $257K
|
1.3K
$372K
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
400New |
$221K - $257K
|
400
$115K
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
399+ 2.55% |
$221K - $257K
|
16K
$4.59M
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
399+ 11.31% |
$221K - $257K
|
3.93K
$1.13M
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
397+ 2.74% |
$220K - $256K
|
14.9K
$4.26M
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
BUY
|
- |
397+ 7.36% |
$220K - $256K
|
5.79K
$1.66M
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
393New |
$218K - $253K
|
393
$113K
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
389+ 2.31% |
$215K - $250K
|
17.2K
$4.93M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
389+ 49.87% |
$215K - $250K
|
1.17K
$335K
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
387New |
$214K - $249K
|
387
$111K
|
|
Apr 10, 2023
Q1 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
386New |
$214K - $248K
|
386
$111K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
386+ 2.18% |
$214K - $248K
|
18.1K
$5.19M
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
379New |
$210K - $244K
|
379
$109K
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
378+ 0.56% |
$209K - $243K
|
68K
$19.5M
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
377+ 36.18% |
$209K - $243K
|
1.42K
$406K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
376+ 5.21% |
$208K - $242K
|
7.6K
$2.18M
|