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 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
10+ 0.85% |
$5.53K - $6.44K
|
1.19K
$195K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10+ 14.49% |
$5.53K - $6.44K
|
79
$13K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.82% |
$5.53K - $6.44K
|
1.23K
$201K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
10+ 1.13% |
$5.53K - $6.44K
|
892
$146K
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
10+ 0.49% |
$5.53K - $6.44K
|
2.07K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
10New |
$5.53K - $6.44K
|
10
$1.64K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
10+ 1.12% |
$5.53K - $6.44K
|
903
$148K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
9+ 2.51% |
$4.98K - $5.79K
|
368
$60.4K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
9New |
$4.98K - $5.79K
|
9
$1.48K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
9+ 0.27% |
$4.98K - $5.79K
|
3.31K
$544K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9+ 0.73% |
$4.98K - $5.79K
|
1.24K
$203K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 34.78% |
$4.43K - $5.15K
|
31
$5.09K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
8+ 0.69% |
$4.43K - $5.15K
|
1.17K
$193K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 1.08% |
$4.43K - $5.15K
|
750
$123K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
8+ 0.91% |
$4.43K - $5.15K
|
891
$146K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
8+ 0.03% |
$4.43K - $5.15K
|
25.2K
$4.14M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
8+ 1.68% |
$4.43K - $5.15K
|
485
$79.7K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
7+ 0.62% |
$3.87K - $4.51K
|
1.13K
$186K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
7+ 1.49% |
$3.87K - $4.51K
|
476
$78.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.64% |
$3.87K - $4.51K
|
1.1K
$181K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7+ 1.0% |
$3.87K - $4.51K
|
708
$116K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7+ 1.02% |
$3.87K - $4.51K
|
694
$114K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
7+ 1.64% |
$3.87K - $4.51K
|
434
$71.3K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 29.17% |
$3.87K - $4.51K
|
31
$5.09K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
7+ 0.3% |
$3.87K - $4.51K
|
2.37K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
7+ 3.26% |
$3.87K - $4.51K
|
222
$36.5K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7+ 1.27% |
$3.87K - $4.51K
|
559
$91.8K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
6+ 16.22% |
$3.32K - $3.86K
|
43
$7.06K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6+ 0.37% |
$3.32K - $3.86K
|
1.62K
$266K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 22.22% |
$3.32K - $3.86K
|
33
$5.42K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6+ 2.94% |
$3.32K - $3.86K
|
210
$34.5K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.31% |
$3.32K - $3.86K
|
1.97K
$324K
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
6New |
$3.32K - $3.86K
|
6
$985
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
5+ 0.54% |
$2.77K - $3.22K
|
930
$153K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5+ 0.52% |
$2.77K - $3.22K
|
963
$158K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5+ 4.1% |
$2.77K - $3.22K
|
127
$20.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 1.04% |
$2.77K - $3.22K
|
486
$79.8K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
5+ 45.45% |
$2.77K - $3.22K
|
16
$2.63K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.87% |
$2.77K - $3.22K
|
581
$95.4K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 8.93% |
$2.77K - $3.22K
|
61
$10K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
5+ 0.77% |
$2.77K - $3.22K
|
654
$107K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5+ 0.17% |
$2.77K - $3.22K
|
2.93K
$480K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
5+ 0.19% |
$2.77K - $3.22K
|
2.67K
$439K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.57% |
$2.21K - $2.57K
|
703
$115K
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
BUY
|
- |
4+ 0.68% |
$2.21K - $2.57K
|
589
$96.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.25% |
$2.21K - $2.57K
|
324
$53.2K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
4+ 0.09% |
$2.21K - $2.57K
|
4.29K
$704K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4+ 0.82% |
$2.21K - $2.57K
|
492
$80.8K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
4+ 2.68% |
$2.21K - $2.57K
|
153
$25.1K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
4+ 0.73% |
$2.21K - $2.57K
|
549
$90.2K
|