Purchases and Sales Made in Q1 2023 in Broadcom Inc. (AVGO)

AVGO Quotes by TradingView

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 26, 2023 Q1 2023
Sentry Investment Management LLC

BUY
 -
269
+ 10.02%
$149K - $173K
2.95K $472K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
265
+ 3.94%
$147K - $171K
7K $1.12M
Apr 20, 2023 Q1 2023
Jmac Enterprises LLC

BUY
 -
264
+ 7.04%
$146K - $170K
4.01K $641K
May 12, 2023 Q1 2023
Crestwood Advisors Group LLC

BUY
 -
263
+ 38.28%
$146K - $169K
950 $152K
Apr 13, 2023 Q1 2023
Peoples Financial Services Corp.

BUY
 -
262
+ 6.44%
$145K - $169K
4.33K $692K
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
262
+ 26.44%
$145K - $169K
1.25K $200K
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
262
+ 2.69%
$145K - $169K
10K $1.6M
May 09, 2023 Q1 2023
Laffer Tengler Investments

Nashville, TN
BUY
 -
262
+ 2.11%
$145K - $169K
12.7K $2.02M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
262
+ 27.72%
$145K - $169K
1.21K $193K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
261
+ 10.75%
$144K - $168K
2.69K $430K
May 09, 2023 Q1 2023
Allen Investment Management LLC

BUY
 -
258
+ 7.01%
$143K - $166K
3.94K $629K
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
258
+ 6.13%
$143K - $166K
4.47K $713K
Apr 26, 2023 Q1 2023
Lindbrook Capital, LLC

BUY
 -
249
+ 2.63%
$138K - $160K
9.72K $1.55M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

BUY
 -
247
+ 14.62%
$137K - $159K
1.94K $309K
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
247
+ 1.48%
$137K - $159K
16.9K $2.71M
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
245
+ 1.41%
$136K - $158K
17.6K $2.8M
Apr 26, 2023 Q1 2023
Compton Wealth Advisory Group, LLC

BUY
 -
244
+ 7.48%
$135K - $157K
3.51K $560K
May 11, 2023 Q1 2023
Fairbanks Capital Management, Inc.

Rancho Santa Fe, CA
BUY
 -
239
+ 5.52%
$132K - $154K
4.57K $730K
May 03, 2023 Q1 2023
Smith, Salley & Associates

BUY
 -
238
+ 1.58%
$132K - $153K
15.3K $2.45M
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
235
+ 55.16%
$130K - $151K
661 $106K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
234
+ 28.36%
$130K - $151K
1.06K $169K
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
232
+ 1.91%
$128K - $149K
12.4K $1.98M
Apr 03, 2023 Q1 2023
Symmetry Partners, LLC

BUY
 -
227
+ 4.9%
$126K - $146K
4.86K $776K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
226
New
$125K - $145K
226 $36.1K
Apr 28, 2023 Q1 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
226
+ 38.97%
$125K - $145K
806 $129K
May 03, 2023 Q1 2023
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
224
+ 4.14%
$124K - $144K
5.64K $900K
Apr 25, 2023 Q1 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
223
+ 19.49%
$123K - $144K
1.37K $218K
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
219
+ 53.94%
$121K - $141K
625 $99.8K
May 15, 2023 Q1 2023
Forbes J M & CO LLP

BUY
 -
219
+ 0.98%
$121K - $141K
22.5K $3.59M
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
218
+ 27.74%
$121K - $140K
1K $160K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
217
+ 17.03%
$120K - $140K
1.49K $238K
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
216
+ 1.74%
$120K - $139K
12.7K $2.02M
Apr 10, 2023 Q1 2023
Charles Schwab Trust CO

BUY
 -
213
+ 9.55%
$118K - $137K
2.44K $390K
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
213
+ 1.17%
$118K - $137K
18.4K $2.94M
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
213
+ 0.3%
$118K - $137K
70.4K $11.2M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
212
+ 10.31%
$117K - $136K
2.27K $362K
May 15, 2023 Q1 2023
Centiva Capital, LP

New York, NY
BUY
 -
212
+ 21200.0%
$117K - $136K
213 $34K
May 16, 2023 Q1 2023
Fort Pitt Capital Group, LLC

BUY
 -
211
+ 0.3%
$117K - $136K
71.4K $11.4M
May 12, 2023 Q1 2023
Trust Asset Management LLC

Houston, TX
BUY
 -
209
+ 4.51%
$116K - $135K
4.84K $773K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
207
+ 5.2%
$115K - $133K
4.19K $669K
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
205
+ 18.13%
$113K - $132K
1.34K $213K
Jul 18, 2023 Q1 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
204
+ 16.05%
$113K - $131K
1.48K $236K
May 12, 2023 Q1 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
203
+ 1.43%
$112K - $131K
14.4K $2.29M
Jul 20, 2023 Q1 2023
E&G Advisors, LP

BUY
 -
200
+ 14.71%
$111K - $129K
1.56K $249K
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
199
+ 5.0%
$110K - $128K
4.18K $667K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
199
+ 1.51%
$110K - $128K
13.4K $2.13M
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
196
+ 13.27%
$108K - $126K
1.67K $267K
May 05, 2023 Q1 2023
Renasant Bank

BUY
 -
195
+ 51.32%
$108K - $126K
575 $91.8K
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
195
+ 9.22%
$108K - $126K
2.31K $369K

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