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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-254- 98.07% |
$141K - $164K
|
5
$798
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-255- 2.71% |
$141K - $164K
|
9.14K
$1.46M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-258- 3.31% |
$143K - $166K
|
7.55K
$1.2M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-259- 2.44% |
$143K - $167K
|
10.4K
$1.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-261- 42.23% |
$144K - $168K
|
357
$57K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-261- 1.95% |
$144K - $168K
|
13.1K
$2.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-262- 4.46% |
$145K - $169K
|
5.61K
$895K
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-262- 12.42% |
$145K - $169K
|
1.85K
$295K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-264- 3.32% |
$146K - $170K
|
7.69K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-264- 14.98% |
$146K - $170K
|
1.5K
$239K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-269- 15.4% |
$149K - $173K
|
1.48K
$236K
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-275- 4.04% |
$152K - $177K
|
6.53K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-275- 19.7% |
$152K - $177K
|
1.12K
$179K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-282- 10.61% |
$156K - $182K
|
2.38K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-283- 21.79% |
$157K - $182K
|
1.02K
$162K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-289- 7.58% |
$160K - $186K
|
3.52K
$563K
|
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-293- 15.31% |
$162K - $189K
|
1.62K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-293- 21.31% |
$162K - $189K
|
1.08K
$173K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-297- 0.53% |
$164K - $191K
|
55.5K
$8.86M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-308- 1.85% |
$170K - $198K
|
16.4K
$2.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
SELL
|
- |
-315- 3.58% |
$174K - $203K
|
8.48K
$1.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-321- 7.55% |
$178K - $207K
|
3.93K
$627K
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-326- 20.72% |
$180K - $210K
|
1.25K
$199K
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-328- 8.17% |
$182K - $211K
|
3.69K
$589K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-331- 3.37% |
$183K - $213K
|
9.5K
$1.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-332- 11.23% |
$184K - $214K
|
2.62K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-333- 19.2% |
$184K - $214K
|
1.4K
$224K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-342- 35.19% |
$189K - $220K
|
630
$101K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-346- 12.53% |
$192K - $223K
|
2.42K
$386K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-350- 0.82% |
$194K - $225K
|
42.4K
$6.76M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-357- 34.59% |
$198K - $230K
|
675
$108K
|
|
|
May 10, 2023
Q1 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-360- 81.45% |
$199K - $232K
|
82
$13.1K
|
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-366- 47.23% |
$203K - $236K
|
409
$65.3K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-366- 7.05% |
$203K - $236K
|
4.83K
$771K
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-371- 5.45% |
$205K - $239K
|
6.44K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-374- 1.35% |
$207K - $241K
|
27.3K
$4.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-382- 3.77% |
$211K - $246K
|
9.74K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-382- 2.21% |
$211K - $246K
|
16.9K
$2.69M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-387- 11.27% |
$214K - $249K
|
3.05K
$487K
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-394- 11.53% |
$218K - $254K
|
3.02K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-395- 0.66% |
$219K - $254K
|
59.4K
$9.49M
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-398- 4.07% |
$220K - $256K
|
9.38K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-398- 9.74% |
$220K - $256K
|
3.69K
$589K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-400- 22.73% |
$221K - $257K
|
1.36K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-400- 6.55% |
$221K - $257K
|
5.71K
$911K
|
|
|
May 05, 2023
Q1 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-401- 2.93% |
$222K - $258K
|
13.3K
$2.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-402- 1.25% |
$222K - $259K
|
31.9K
$5.09M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-404- 3.28% |
$224K - $260K
|
11.9K
$1.9M
|
|
|
May 25, 2023
Q1 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-404- 3.75% |
$224K - $260K
|
10.4K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-406- 13.42% |
$225K - $261K
|
2.62K
$418K
|