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
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
68+ 11.53% |
$37.6K - $43.8K
|
658
$105K
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
68+ 2.57% |
$37.6K - $43.8K
|
2.71K
$433K
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
BUY
|
- |
68+ 0.08% |
$37.6K - $43.8K
|
81.4K
$13M
|
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
66+ 1.08% |
$36.5K - $42.5K
|
6.18K
$987K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
65+ 7.6% |
$36K - $41.8K
|
920
$147K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
65+ 4.37% |
$36K - $41.8K
|
1.55K
$248K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
64+ 6.67% |
$35.4K - $41.2K
|
1.02K
$163K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
63+ 3.37% |
$34.9K - $40.6K
|
1.94K
$309K
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
62+ 2.18% |
$34.3K - $39.9K
|
2.9K
$464K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
61+ 1.9% |
$33.8K - $39.3K
|
3.27K
$521K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
61+ 7.5% |
$33.8K - $39.3K
|
874
$140K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
61New |
$33.8K - $39.3K
|
61
$9.74K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
61+ 10.05% |
$33.8K - $39.3K
|
668
$107K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
60+ 4.38% |
$33.2K - $38.6K
|
1.43K
$228K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
60+ 142.86% |
$33.2K - $38.6K
|
102
$16.3K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
59+ 0.54% |
$32.7K - $38K
|
10.9K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
58+ 9.6% |
$32.1K - $37.3K
|
662
$106K
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
57+ 1.45% |
$31.5K - $36.7K
|
3.98K
$635K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
56+ 14.89% |
$31K - $36K
|
432
$69K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
55+ 3.26% |
$30.4K - $35.4K
|
1.74K
$278K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
55+ 5.71% |
$30.4K - $35.4K
|
1.02K
$163K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
55+ 1.45% |
$30.4K - $35.4K
|
3.86K
$616K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
54+ 7.26% |
$29.9K - $34.8K
|
798
$127K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
54+ 6.71% |
$29.9K - $34.8K
|
859
$137K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
53+ 0.22% |
$29.3K - $34.1K
|
23.7K
$3.79M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
52+ 1.79% |
$28.8K - $33.5K
|
2.96K
$472K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
52+ 0.42% |
$28.8K - $33.5K
|
12.4K
$1.99M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
52+ 4.7% |
$28.8K - $33.5K
|
1.16K
$185K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
52+ 5.58% |
$28.8K - $33.5K
|
984
$157K
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
52+ 2.6% |
$28.8K - $33.5K
|
2.05K
$327K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
51+ 2.46% |
$28.2K - $32.8K
|
2.13K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51+ 0.43% |
$28.2K - $32.8K
|
11.8K
$1.89M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
50+ 0.49% |
$27.7K - $32.2K
|
10.2K
$1.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
50+ 0.77% |
$27.7K - $32.2K
|
6.59K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 3.79% |
$27.7K - $32.2K
|
1.37K
$219K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
50+ 3.33% |
$27.7K - $32.2K
|
1.55K
$247K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
50+ 8.65% |
$27.7K - $32.2K
|
628
$100K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
50+ 3.95% |
$27.7K - $32.2K
|
1.32K
$210K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
49+ 0.47% |
$27.1K - $31.5K
|
10.6K
$1.69M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
49+ 7.64% |
$27.1K - $31.5K
|
690
$110K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
48+ 12.18% |
$26.6K - $30.9K
|
442
$70.6K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
48+ 59.26% |
$26.6K - $30.9K
|
129
$20.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
47+ 2.7% |
$26K - $30.3K
|
1.79K
$285K
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
47+ 8.45% |
$26K - $30.3K
|
603
$96.3K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
47+ 0.32% |
$26K - $30.3K
|
14.7K
$2.34M
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
46+ 8.73% |
$25.5K - $29.6K
|
573
$91.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
45+ 9.62% |
$24.9K - $29K
|
513
$81.9K
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
45+ 1.63% |
$24.9K - $29K
|
2.81K
$449K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
45+ 4.81% |
$24.9K - $29K
|
981
$157K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
45+ 7.18% |
$24.9K - $29K
|
672
$107K
|