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 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
372+ 6.05% |
$206K - $239K
|
6.52K
$1.07M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
BUY
|
- |
371New |
$205K - $239K
|
371
$60.9K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
371+ 7.02% |
$205K - $239K
|
5.66K
$929K
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
369+ 0.92% |
$204K - $238K
|
40.6K
$6.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
369New |
$204K - $238K
|
369
$60.6K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
367+ 0.56% |
$203K - $236K
|
65.8K
$10.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
366+ 3.28% |
$203K - $236K
|
11.5K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
364+ 27.33% |
$201K - $234K
|
1.7K
$279K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
361+ 24.62% |
$200K - $232K
|
1.83K
$300K
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
359+ 12.94% |
$199K - $231K
|
3.13K
$515K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
359New |
$199K - $231K
|
359
$59K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
358+ 16.35% |
$198K - $230K
|
2.55K
$418K
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
BUY
|
- |
353New |
$195K - $227K
|
353
$58K
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
353New |
$195K - $227K
|
353
$58K
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
353New |
$195K - $227K
|
353
$58K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
353New |
$195K - $227K
|
353
$58K
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
351New |
$194K - $226K
|
351
$57.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
351New |
$194K - $226K
|
351
$57.6K
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
BUY
|
- |
350+ 1.09% |
$194K - $225K
|
32.5K
$5.34M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
348+ 61.81% |
$193K - $224K
|
911
$150K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
347+ 20.48% |
$192K - $223K
|
2.04K
$335K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
347New |
$192K - $223K
|
347
$57K
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
344New |
$190K - $221K
|
344
$56.5K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
344+ 25.5% |
$190K - $221K
|
1.69K
$278K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
342+ 7.86% |
$189K - $220K
|
4.7K
$771K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
342New |
$189K - $220K
|
342
$56.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
340New |
$188K - $219K
|
340
$55.8K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
340New |
$188K - $219K
|
340
$55.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
338New |
$187K - $218K
|
338
$55.5K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
338New |
$187K - $218K
|
338
$55.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
337New |
$187K - $217K
|
337
$55.3K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
337+ 16.4% |
$187K - $217K
|
2.39K
$393K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
336New |
$186K - $216K
|
336
$55.2K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
335New |
$185K - $216K
|
335
$55K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
333New |
$184K - $214K
|
333
$54.7K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
332New |
$184K - $214K
|
332
$54.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
331+ 7.81% |
$183K - $213K
|
4.57K
$750K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
331New |
$183K - $213K
|
331
$54.4K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
331New |
$183K - $213K
|
331
$54.4K
|
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
331New |
$183K - $213K
|
331
$54.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
330New |
$183K - $212K
|
330
$54.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
330New |
$183K - $212K
|
330
$54.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
328+ 24.83% |
$182K - $211K
|
1.65K
$271K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
328New |
$182K - $211K
|
328
$53.9K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
327New |
$181K - $210K
|
327
$53.7K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
324New |
$179K - $209K
|
324
$53.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
324New |
$179K - $209K
|
324
$53.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
324New |
$179K - $209K
|
324
$53.2K
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
323+ 4.09% |
$179K - $208K
|
8.22K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
323New |
$179K - $208K
|
323
$53K
|