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 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
96+ 4.38% |
$53.1K - $61.8K
|
2.29K
$376K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
95+ 1.3% |
$52.6K - $61.2K
|
7.42K
$1.22M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
95+ 14.5% |
$52.6K - $61.2K
|
750
$123K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
93+ 4.29% |
$51.5K - $59.9K
|
2.26K
$371K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
92+ 4.29% |
$50.9K - $59.2K
|
2.24K
$367K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
92+ 1.29% |
$50.9K - $59.2K
|
7.2K
$1.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
91+ 1.67% |
$50.4K - $58.6K
|
5.53K
$908K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
91+ 0.92% |
$50.4K - $58.6K
|
9.95K
$1.63M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
91+ 18.02% |
$50.4K - $58.6K
|
596
$97.9K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
91+ 6.97% |
$50.4K - $58.6K
|
1.4K
$229K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
90+ 0.34% |
$49.8K - $57.9K
|
26.2K
$4.31M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
89+ 14.1% |
$49.3K - $57.3K
|
720
$118K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
88+ 18.68% |
$48.7K - $56.6K
|
559
$91.8K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
87+ 6.13% |
$48.2K - $56K
|
1.51K
$247K
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
87+ 10.85% |
$48.2K - $56K
|
889
$146K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
86+ 8.4% |
$47.6K - $55.4K
|
1.11K
$182K
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
86+ 4.86% |
$47.6K - $55.4K
|
1.86K
$305K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
86+ 0.3% |
$47.6K - $55.4K
|
28.6K
$4.7M
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
85+ 5.48% |
$47K - $54.7K
|
1.64K
$269K
|
|
|
Apr 06, 2023
Q1 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
84+ 3.73% |
$46.5K - $54.1K
|
2.33K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
83+ 14.85% |
$45.9K - $53.4K
|
642
$105K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
82+ 5.32% |
$45.4K - $52.8K
|
1.62K
$267K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
82+ 0.34% |
$45.4K - $52.8K
|
24.6K
$4.03M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
80+ 0.38% |
$44.3K - $51.5K
|
21K
$3.45M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
79+ 0.7% |
$43.7K - $50.9K
|
11.3K
$1.85M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
79New |
$43.7K - $50.9K
|
79
$13K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
79+ 1.91% |
$43.7K - $50.9K
|
4.22K
$693K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
78New |
$43.2K - $50.2K
|
78
$12.8K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
77+ 11.19% |
$42.6K - $49.6K
|
765
$126K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.77% |
$42.1K - $48.9K
|
9.99K
$1.64M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
75+ 18.84% |
$41.5K - $48.3K
|
473
$77.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
75+ 4.48% |
$41.5K - $48.3K
|
1.75K
$287K
|
|
|
Apr 20, 2023
Q1 2023
|
Shaker Investments LLC
|
BUY
|
- |
74+ 0.86% |
$41K - $47.6K
|
8.67K
$1.42M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
74+ 8.13% |
$41K - $47.6K
|
984
$162K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
73+ 15.77% |
$40.4K - $47K
|
536
$88K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
73+ 1.77% |
$40.4K - $47K
|
4.19K
$688K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
73+ 12.37% |
$40.4K - $47K
|
663
$109K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
73+ 18.39% |
$40.4K - $47K
|
470
$77.2K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
72+ 2.26% |
$39.9K - $46.3K
|
3.26K
$535K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
72+ 4.09% |
$39.9K - $46.3K
|
1.83K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
72+ 1.15% |
$39.9K - $46.3K
|
6.32K
$1.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
71+ 7.37% |
$39.3K - $45.7K
|
1.03K
$170K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
70+ 3.52% |
$38.7K - $45.1K
|
2.06K
$338K
|
|
|
Apr 17, 2023
Q1 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
69+ 0.31% |
$38.2K - $44.4K
|
22.5K
$3.69M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
69+ 14.71% |
$38.2K - $44.4K
|
538
$88.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
69+ 94.52% |
$38.2K - $44.4K
|
142
$23.3K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
69+ 2.22% |
$38.2K - $44.4K
|
3.18K
$523K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
68+ 2.39% |
$37.6K - $43.8K
|
2.92K
$479K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
68+ 13.71% |
$37.6K - $43.8K
|
564
$92.6K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
68+ 11.53% |
$37.6K - $43.8K
|
658
$108K
|