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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
44+ 4.12% |
$24.4K - $28.3K
|
1.11K
$182K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
44+ 4.39% |
$24.4K - $28.3K
|
1.05K
$172K
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
44New |
$24.4K - $28.3K
|
44
$7.23K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
43+ 9.21% |
$23.8K - $27.7K
|
510
$83.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
43+ 1.97% |
$23.8K - $27.7K
|
2.23K
$366K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
43+ 26.54% |
$23.8K - $27.7K
|
205
$33.7K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
43+ 4.55% |
$23.8K - $27.7K
|
988
$162K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
43+ 0.26% |
$23.8K - $27.7K
|
16.4K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
43+ 0.58% |
$23.8K - $27.7K
|
7.47K
$1.23M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
43+ 1.74% |
$23.8K - $27.7K
|
2.52K
$414K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
42+ 5.92% |
$23.2K - $27K
|
751
$123K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
41+ 16.4% |
$22.7K - $26.4K
|
291
$47.8K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
41+ 1.14% |
$22.7K - $26.4K
|
3.65K
$599K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
41+ 4.58% |
$22.7K - $26.4K
|
937
$154K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
40+ 6.04% |
$22.1K - $25.7K
|
702
$115K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
40+ 90.91% |
$22.1K - $25.7K
|
84
$13.8K
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
39+ 3.66% |
$21.6K - $25.1K
|
1.1K
$181K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
39+ 3.5% |
$21.6K - $25.1K
|
1.15K
$190K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
39+ 5.26% |
$21.6K - $25.1K
|
780
$128K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
38+ 3.51% |
$21K - $24.5K
|
1.12K
$184K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
38+ 1.19% |
$21K - $24.5K
|
3.23K
$531K
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
38+ 1.16% |
$21K - $24.5K
|
3.3K
$542K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
37+ 4.91% |
$20.5K - $23.8K
|
790
$130K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
36New |
$19.9K - $23.2K
|
36
$5.91K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
36+ 6.37% |
$19.9K - $23.2K
|
601
$98.7K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
36+ 1.1% |
$19.9K - $23.2K
|
3.31K
$544K
|
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
36+ 0.63% |
$19.9K - $23.2K
|
5.72K
$939K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
36+ 0.92% |
$19.9K - $23.2K
|
3.94K
$647K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
36+ 2.7% |
$19.9K - $23.2K
|
1.37K
$225K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35+ 1.53% |
$19.4K - $22.5K
|
2.32K
$381K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
35+ 0.18% |
$19.4K - $22.5K
|
19.7K
$3.24M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35+ 0.73% |
$19.4K - $22.5K
|
4.8K
$788K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
35+ 4.27% |
$19.4K - $22.5K
|
854
$140K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
35+ 7.92% |
$19.4K - $22.5K
|
477
$78.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
34+ 6.98% |
$18.8K - $21.9K
|
521
$85.6K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
34+ 4.34% |
$18.8K - $21.9K
|
818
$134K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
BUY
|
- |
34+ 6.88% |
$18.8K - $21.9K
|
528
$86.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
33+ 5.04% |
$18.3K - $21.2K
|
688
$113K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
33+ 1.97% |
$18.3K - $21.2K
|
1.71K
$281K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
33+ 143.48% |
$18.3K - $21.2K
|
56
$9.2K
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
31+ 2.12% |
$17.2K - $20K
|
1.49K
$245K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
31+ 3.54% |
$17.2K - $20K
|
906
$149K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
31+ 1.57% |
$17.2K - $20K
|
2.01K
$330K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
30+ 1.25% |
$16.6K - $19.3K
|
2.43K
$400K
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
30+ 2.29% |
$16.6K - $19.3K
|
1.34K
$220K
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
30+ 35.29% |
$16.6K - $19.3K
|
115
$18.9K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
30+ 0.06% |
$16.6K - $19.3K
|
52K
$8.54M
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
30+ 4.29% |
$16.6K - $19.3K
|
730
$120K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
29+ 3.43% |
$16.1K - $18.7K
|
874
$144K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 10.25% |
$16.1K - $18.7K
|
312
$51.2K
|