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 03, 2023
Q1 2023
|
Beck Bode, LLC
|
BUY
|
- |
191+ 3.53% |
$106K - $123K
|
5.6K
$920K
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
189+ 9.19% |
$105K - $122K
|
2.25K
$369K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
187+ 2.93% |
$104K - $120K
|
6.57K
$1.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
186+ 17.02% |
$103K - $120K
|
1.28K
$210K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
186+ 25.03% |
$103K - $120K
|
929
$153K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
185+ 1.42% |
$102K - $119K
|
13.3K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
184+ 43.6% |
$102K - $118K
|
606
$99.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
183+ 16.44% |
$101K - $118K
|
1.3K
$213K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
181+ 38.51% |
$100K - $117K
|
651
$107K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
181+ 14.42% |
$100K - $117K
|
1.44K
$236K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
180+ 1.27% |
$99.6K - $116K
|
14.3K
$2.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
177New |
$98K - $114K
|
177
$29.1K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
177+ 4.25% |
$98K - $114K
|
4.35K
$714K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
176+ 17.65% |
$97.4K - $113K
|
1.17K
$193K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
175+ 3.02% |
$96.9K - $113K
|
5.97K
$980K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
175+ 29.66% |
$96.9K - $113K
|
765
$126K
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
174+ 20.07% |
$96.3K - $112K
|
1.04K
$171K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
171+ 5.82% |
$94.6K - $110K
|
3.11K
$511K
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
170+ 283.33% |
$94.1K - $109K
|
230
$37.8K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
169+ 8.54% |
$93.5K - $109K
|
2.15K
$353K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
169+ 2.61% |
$93.5K - $109K
|
6.65K
$1.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
166+ 1.36% |
$91.9K - $107K
|
12.4K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
166+ 3320.0% |
$91.9K - $107K
|
171
$28.1K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
165+ 0.21% |
$91.3K - $106K
|
79.7K
$13.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
163+ 8.86% |
$90.2K - $105K
|
2K
$329K
|
|
|
May 01, 2023
Q1 2023
|
F
|
BUY
|
- |
161+ 4.29% |
$89.1K - $104K
|
3.91K
$642K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
161+ 2.66% |
$89.1K - $104K
|
6.21K
$1.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
160+ 12.13% |
$88.6K - $103K
|
1.48K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
160+ 2.76% |
$88.6K - $103K
|
5.96K
$979K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
158+ 1.06% |
$87.4K - $102K
|
15K
$2.47M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
157+ 16.74% |
$86.9K - $101K
|
1.1K
$180K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
157+ 0.29% |
$86.9K - $101K
|
54.3K
$8.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
156+ 4.3% |
$86.3K - $100K
|
3.78K
$621K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
154+ 4.69% |
$85.2K - $99.1K
|
3.44K
$565K
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
154+ 5.13% |
$85.2K - $99.1K
|
3.16K
$518K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
153+ 8.95% |
$84.7K - $98.5K
|
1.86K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
153New |
$84.7K - $98.5K
|
153
$25.1K
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
152+ 31.93% |
$84.1K - $97.8K
|
628
$103K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
151+ 1.61% |
$83.6K - $97.2K
|
9.56K
$1.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
148+ 16.8% |
$81.9K - $95.3K
|
1.03K
$169K
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
145+ 0.71% |
$80.3K - $93.3K
|
20.4K
$3.36M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
144+ 4.29% |
$79.7K - $92.7K
|
3.5K
$574K
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
144+ 38.92% |
$79.7K - $92.7K
|
514
$84.4K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
141+ 33.1% |
$78K - $90.8K
|
567
$93.1K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
139+ 0.94% |
$76.9K - $89.5K
|
14.9K
$2.44M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
136+ 3.21% |
$75.3K - $87.5K
|
4.37K
$718K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
136+ 14.86% |
$75.3K - $87.5K
|
1.05K
$173K
|
|
|
Apr 05, 2023
Q1 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
135+ 0.96% |
$74.7K - $86.9K
|
14.2K
$2.33M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
135+ 0.21% |
$74.7K - $86.9K
|
64K
$10.5M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
135+ 28.72% |
$74.7K - $86.9K
|
605
$99.4K
|