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 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
29+ 10.25% |
$16.1K - $18.7K
|
312
$49.8K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
29+ 6.39% |
$16.1K - $18.7K
|
483
$77.1K
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
29+ 2.08% |
$16.1K - $18.7K
|
1.42K
$227K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
28+ 1.73% |
$15.5K - $18K
|
1.64K
$262K
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
28+ 6.93% |
$15.5K - $18K
|
432
$69K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
28+ 5.82% |
$15.5K - $18K
|
509
$81.3K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
28+ 3.95% |
$15.5K - $18K
|
736
$118K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
28New |
$15.5K - $18K
|
28
$4.47K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
27+ 1.39% |
$14.9K - $17.4K
|
1.97K
$314K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
27+ 3.92% |
$14.9K - $17.4K
|
715
$114K
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
27+ 5.96% |
$14.9K - $17.4K
|
480
$76.6K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
27+ 1.49% |
$14.9K - $17.4K
|
1.84K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
27+ 4.3% |
$14.9K - $17.4K
|
655
$105K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
26+ 6.03% |
$14.4K - $16.7K
|
457
$73K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
26+ 0.66% |
$14.4K - $16.7K
|
3.98K
$635K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
26+ 1.0% |
$14.4K - $16.7K
|
2.63K
$419K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26+ 63.41% |
$14.4K - $16.7K
|
67
$10.7K
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
26+ 0.93% |
$14.4K - $16.7K
|
2.82K
$451K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
25New |
$13.8K - $16.1K
|
25
$3.99K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
25+ 1.42% |
$13.8K - $16.1K
|
1.78K
$285K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
25+ 2.03% |
$13.8K - $16.1K
|
1.26K
$201K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
25+ 27.17% |
$13.8K - $16.1K
|
117
$18.7K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
25+ 4.67% |
$13.8K - $16.1K
|
560
$89.4K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
25New |
$13.8K - $16.1K
|
25
$3.99K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
25+ 0.2% |
$13.8K - $16.1K
|
12.2K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
25+ 0.41% |
$13.8K - $16.1K
|
6.08K
$970K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
25+ 1.79% |
$13.8K - $16.1K
|
1.42K
$226K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 18.66% |
$13.8K - $16.1K
|
159
$25.4K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
25+ 71.43% |
$13.8K - $16.1K
|
60
$9.58K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
25+ 13.89% |
$13.8K - $16.1K
|
205
$32.7K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24+ 3.67% |
$13.3K - $15.4K
|
678
$108K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
23+ 1.47% |
$12.7K - $14.8K
|
1.59K
$253K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
23+ 3.8% |
$12.7K - $14.8K
|
628
$100K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
23New |
$12.7K - $14.8K
|
23
$3.67K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
23+ 2.41% |
$12.7K - $14.8K
|
978
$156K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
22+ 0.77% |
$12.2K - $14.2K
|
2.87K
$457K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
22+ 4.71% |
$12.2K - $14.2K
|
489
$78.1K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
22+ 4.93% |
$12.2K - $14.2K
|
468
$74.7K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
22+ 0.23% |
$12.2K - $14.2K
|
9.79K
$1.56M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 3.27% |
$12.2K - $14.2K
|
694
$111K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
21+ 60.0% |
$11.6K - $13.5K
|
56
$8.94K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
21+ 3.24% |
$11.6K - $13.5K
|
670
$107K
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
21+ 0.23% |
$11.6K - $13.5K
|
8.99K
$1.44M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
20+ 1.34% |
$11.1K - $12.9K
|
1.51K
$241K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
20+ 0.42% |
$11.1K - $12.9K
|
4.73K
$755K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
20+ 1.35% |
$11.1K - $12.9K
|
1.5K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
20+ 0.17% |
$11.1K - $12.9K
|
12K
$1.91M
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
19+ 0.82% |
$10.5K - $12.2K
|
2.33K
$372K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19+ 4.65% |
$10.5K - $12.2K
|
428
$68.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
19+ 0.17% |
$10.5K - $12.2K
|
11.2K
$1.79M
|