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 |
---|---|---|---|---|---|---|---|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
134+ 10.29% |
$74.2K - $86.3K
|
1.44K
$236K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
132+ 0.88% |
$73.1K - $85K
|
15K
$2.47M
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
130+ 14.67% |
$72K - $83.7K
|
1.02K
$167K
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
130+ 2.22% |
$72K - $83.7K
|
5.98K
$982K
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
130+ 75.58% |
$72K - $83.7K
|
302
$49.6K
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
126+ 2.6% |
$69.7K - $81.1K
|
4.98K
$817K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
126+ 8.83% |
$69.7K - $81.1K
|
1.55K
$255K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
126+ 2.82% |
$69.7K - $81.1K
|
4.6K
$755K
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
126+ 2.6% |
$69.7K - $81.1K
|
4.98K
$817K
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
125+ 5.29% |
$69.2K - $80.5K
|
2.49K
$409K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
124+ 2.01% |
$68.6K - $79.8K
|
6.3K
$1.03M
|
|
May 10, 2023
Q1 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
124+ 1.24% |
$68.6K - $79.8K
|
10.1K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
124+ 2.44% |
$68.6K - $79.8K
|
5.2K
$854K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
124+ 10.2% |
$68.6K - $79.8K
|
1.34K
$220K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
123+ 0.22% |
$68.1K - $79.2K
|
57.2K
$9.4M
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
123+ 11.61% |
$68.1K - $79.2K
|
1.18K
$194K
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
123+ 32.54% |
$68.1K - $79.2K
|
501
$82.3K
|
|
May 15, 2023
Q1 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
123+ 0.68% |
$68.1K - $79.2K
|
18.2K
$2.99M
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
123+ 11.61% |
$68.1K - $79.2K
|
1.18K
$194K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
123+ 1.84% |
$68.1K - $79.2K
|
6.81K
$1.12M
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
120+ 3.06% |
$66.4K - $77.2K
|
4.05K
$664K
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
120+ 2.49% |
$66.4K - $77.2K
|
4.94K
$811K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
117+ 0.89% |
$64.8K - $75.3K
|
13.3K
$2.18M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
116+ 4.05% |
$64.2K - $74.7K
|
2.98K
$490K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
116+ 21.4% |
$64.2K - $74.7K
|
658
$108K
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
111+ 5.06% |
$61.4K - $71.5K
|
2.31K
$379K
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
111+ 22.02% |
$61.4K - $71.5K
|
615
$101K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
111+ 7.44% |
$61.4K - $71.5K
|
1.6K
$263K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
111+ 0.02% |
$61.4K - $71.5K
|
586K
$96.2M
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
110+ 1.9% |
$60.9K - $70.8K
|
5.91K
$970K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
110+ 8.19% |
$60.9K - $70.8K
|
1.45K
$239K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
110+ 10.42% |
$60.9K - $70.8K
|
1.17K
$191K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
109+ 160.29% |
$60.3K - $70.2K
|
177
$29.1K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
109New |
$60.3K - $70.2K
|
109
$17.9K
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
108+ 10.25% |
$59.8K - $69.5K
|
1.16K
$191K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
107+ 0.32% |
$59.2K - $68.9K
|
33.4K
$5.49M
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
106+ 10.72% |
$58.7K - $68.2K
|
1.1K
$180K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
104+ 2.75% |
$57.6K - $66.9K
|
3.89K
$639K
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
104+ 1.73% |
$57.6K - $66.9K
|
6.12K
$1.01M
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
103+ 214.58% |
$57K - $66.3K
|
151
$24.8K
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
103+ 5.58% |
$57K - $66.3K
|
1.95K
$320K
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
101+ 15.26% |
$55.9K - $65K
|
763
$125K
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
101+ 1.51% |
$55.9K - $65K
|
6.8K
$1.12M
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
100+ 5.15% |
$55.3K - $64.4K
|
2.04K
$335K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
99+ 6.66% |
$54.8K - $63.7K
|
1.59K
$260K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
99+ 4.36% |
$54.8K - $63.7K
|
2.37K
$389K
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
99+ 4.52% |
$54.8K - $63.7K
|
2.29K
$376K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
98+ 3.72% |
$54.2K - $63.1K
|
2.73K
$449K
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
98+ 10.38% |
$54.2K - $63.1K
|
1.04K
$171K
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
98+ 0.94% |
$54.2K - $63.1K
|
10.5K
$1.73M
|