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 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
19+ 3.46% |
$10.5K - $12.2K
|
568
$93.3K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
19+ 2.21% |
$10.5K - $12.2K
|
877
$144K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
19+ 1.62% |
$10.5K - $12.2K
|
1.19K
$196K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
18+ 2.37% |
$9.96K - $11.6K
|
779
$128K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
18+ 1.65% |
$9.96K - $11.6K
|
1.11K
$182K
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
18+ 0.68% |
$9.96K - $11.6K
|
2.66K
$436K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18+ 0.65% |
$9.96K - $11.6K
|
2.79K
$457K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
17+ 1.48% |
$9.41K - $10.9K
|
1.16K
$191K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
17+ 0.55% |
$9.41K - $10.9K
|
3.13K
$513K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
17+ 100.0% |
$9.41K - $10.9K
|
34
$5.58K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
17+ 2.75% |
$9.41K - $10.9K
|
636
$104K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17+ 14.53% |
$9.41K - $10.9K
|
134
$22K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
16+ 3.11% |
$8.86K - $10.3K
|
531
$87.2K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16+ 2.88% |
$8.86K - $10.3K
|
572
$93.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
15+ 0.55% |
$8.3K - $9.66K
|
2.75K
$451K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
15+ 0.91% |
$8.3K - $9.66K
|
1.66K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
15+ 0.13% |
$8.3K - $9.66K
|
11.5K
$1.88M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
15+ 3.04% |
$8.3K - $9.66K
|
509
$83.6K
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
14+ 2.24% |
$7.75K - $9.01K
|
640
$105K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 1.24% |
$7.75K - $9.01K
|
1.14K
$188K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
14New |
$7.75K - $9.01K
|
14
$2.3K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
14+ 1.03% |
$7.75K - $9.01K
|
1.37K
$226K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
13+ 4.87% |
$7.2K - $8.37K
|
280
$46K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
13+ 1.28% |
$7.2K - $8.37K
|
1.03K
$169K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
13+ 2.95% |
$7.2K - $8.37K
|
453
$74.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
13+ 3.33% |
$7.2K - $8.37K
|
403
$66.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
13+ 3.48% |
$7.2K - $8.37K
|
387
$63.6K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
13+ 2.11% |
$7.2K - $8.37K
|
629
$103K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
13+ 22.03% |
$7.2K - $8.37K
|
72
$11.8K
|
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
13+ 0.35% |
$7.2K - $8.37K
|
3.76K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
13+ 3.32% |
$7.2K - $8.37K
|
404
$66.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
12+ 0.08% |
$6.64K - $7.72K
|
15.5K
$2.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.99% |
$6.64K - $7.72K
|
616
$101K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 0.89% |
$6.64K - $7.72K
|
1.35K
$222K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
12+ 171.43% |
$6.64K - $7.72K
|
19
$3.12K
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
12+ 0.08% |
$6.64K - $7.72K
|
14.5K
$2.37M
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
12+ 0.17% |
$6.64K - $7.72K
|
6.98K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
12+ 2.96% |
$6.64K - $7.72K
|
418
$68.6K
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
12+ 0.32% |
$6.64K - $7.72K
|
3.74K
$614K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
BUY
|
- |
12+ 1.82% |
$6.64K - $7.72K
|
673
$111K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12+ 1.16% |
$6.64K - $7.72K
|
1.05K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
12+ 1.55% |
$6.64K - $7.72K
|
788
$129K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11New |
$6.09K - $7.08K
|
11
$1.81K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
10+ 14.93% |
$5.53K - $6.44K
|
77
$12.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10+ 0.32% |
$5.53K - $6.44K
|
3.16K
$519K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10+ 0.6% |
$5.53K - $6.44K
|
1.67K
$275K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
10+ 1.34% |
$5.53K - $6.44K
|
754
$124K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
10+ 0.99% |
$5.53K - $6.44K
|
1.03K
$168K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10+ 1.8% |
$5.53K - $6.44K
|
565
$92.8K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
10+ 0.63% |
$5.53K - $6.44K
|
1.59K
$261K
|