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 26, 2023
Q1 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-8- 0.21% |
$4.43K - $5.15K
|
3.72K
$1.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-9- 1.87% |
$4.98K - $5.79K
|
472
$135K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-9- 0.3% |
$4.98K - $5.79K
|
2.94K
$843K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-9- 0.58% |
$4.98K - $5.79K
|
1.53K
$439K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-9- 18.0% |
$4.98K - $5.79K
|
41
$11.7K
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-9- 0.36% |
$4.98K - $5.79K
|
2.48K
$709K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-9- 4.39% |
$4.98K - $5.79K
|
196
$56.1K
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-9- 0.64% |
$4.98K - $5.79K
|
1.39K
$398K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-9- 1.5% |
$4.98K - $5.79K
|
593
$170K
|
|
|
Jun 14, 2024
Q1 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-9- 0.39% |
$4.98K - $5.79K
|
2.27K
$651K
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-10- 0.3% |
$5.53K - $6.44K
|
3.37K
$965K
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-10- 1.66% |
$5.53K - $6.44K
|
594
$170K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-10- 9.09% |
$5.53K - $6.44K
|
100
$28.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-10- 1.4% |
$5.53K - $6.44K
|
702
$201K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-10- 1.35% |
$5.53K - $6.44K
|
731
$209K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-10- 1.64% |
$5.53K - $6.44K
|
598
$171K
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-10- 0.15% |
$5.53K - $6.44K
|
6.64K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-10- 10.0% |
$5.53K - $6.44K
|
90
$25.8K
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-10- 2.09% |
$5.53K - $6.44K
|
468
$134K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-10- 0.63% |
$5.53K - $6.44K
|
1.58K
$452K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-10- 1.17% |
$5.53K - $6.44K
|
844
$242K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-11- 0.71% |
$6.09K - $7.08K
|
1.55K
$443K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-11- 1.82% |
$6.09K - $7.08K
|
594
$170K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-11- 4.35% |
$6.09K - $7.08K
|
242
$69.3K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-11- 2.52% |
$6.09K - $7.08K
|
426
$122K
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-11- 35.48% |
$6.09K - $7.08K
|
20
$5.73K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 17.14% |
$6.64K - $7.72K
|
58
$16.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-12- 0.1% |
$6.64K - $7.72K
|
11.6K
$3.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-12- 1.4% |
$6.64K - $7.72K
|
845
$242K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-12- 0.8% |
$6.64K - $7.72K
|
1.48K
$424K
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-12- 0.39% |
$6.64K - $7.72K
|
3.07K
$880K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-12- 0.57% |
$6.64K - $7.72K
|
2.11K
$604K
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-12- 2.08% |
$6.64K - $7.72K
|
565
$162K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12- 1.29% |
$6.64K - $7.72K
|
915
$262K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12- 1.29% |
$6.64K - $7.72K
|
915
$262K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-13- 0.52% |
$7.2K - $8.37K
|
2.51K
$718K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-13- 0.8% |
$7.2K - $8.37K
|
1.6K
$459K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-13- 2.14% |
$7.2K - $8.37K
|
594
$170K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-13- 2.26% |
$7.2K - $8.37K
|
563
$161K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-13- 0.47% |
$7.2K - $8.37K
|
2.77K
$793K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-13- 1.84% |
$7.2K - $8.37K
|
694
$199K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-13- 2.26% |
$7.2K - $8.37K
|
563
$161K
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.56% |
$7.75K - $9.01K
|
2.49K
$714K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-14- 1.93% |
$7.75K - $9.01K
|
711
$204K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-14- 0.87% |
$7.75K - $9.01K
|
1.59K
$456K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-14- 2.23% |
$7.75K - $9.01K
|
614
$176K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-14- 2.71% |
$7.75K - $9.01K
|
502
$144K
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-14- 0.55% |
$7.75K - $9.01K
|
2.54K
$728K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15- 2.28% |
$8.3K - $9.66K
|
643
$184K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-15- 1.2% |
$8.3K - $9.66K
|
1.24K
$355K
|