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 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-422- 42.84% |
$234K - $272K
|
563
$89.9K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-427- 16.15% |
$236K - $275K
|
2.22K
$354K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-441- 33.74% |
$244K - $284K
|
866
$138K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-447- 43.06% |
$247K - $288K
|
591
$94.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-449- 12.2% |
$249K - $289K
|
3.23K
$516K
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-454- 38.77% |
$251K - $292K
|
717
$114K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-454- 1.7% |
$251K - $292K
|
26.3K
$4.19M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-454- 40.21% |
$251K - $292K
|
675
$108K
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-462- 5.11% |
$256K - $297K
|
8.58K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-464- 49.73% |
$257K - $299K
|
469
$74.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-465- 25.29% |
$257K - $299K
|
1.37K
$219K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-470- 6.0% |
$260K - $303K
|
7.36K
$1.18M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-470- 1.51% |
$260K - $303K
|
30.6K
$4.88M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-479- 32.88% |
$265K - $308K
|
978
$156K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-487- 4.15% |
$270K - $313K
|
11.2K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-488- 7.47% |
$270K - $314K
|
6.05K
$965K
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-490- 3.17% |
$271K - $315K
|
15K
$2.39M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-498- 41.5% |
$276K - $321K
|
702
$112K
|
|
|
Apr 24, 2023
Q1 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
SELL
|
- |
-500- 6.67% |
$277K - $322K
|
7K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-501- 31.97% |
$277K - $322K
|
1.07K
$170K
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-510- 3.71% |
$282K - $328K
|
13.2K
$2.11M
|
|
|
May 17, 2023
Q1 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-520- 11.98% |
$288K - $335K
|
3.82K
$610K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-522- 0.72% |
$289K - $336K
|
71.5K
$11.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-529- 3.08% |
$293K - $341K
|
16.6K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-530- 1.79% |
$293K - $341K
|
29.2K
$4.66M
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-531- 17.46% |
$294K - $342K
|
2.51K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-544- 39.19% |
$301K - $350K
|
844
$135K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-552- 6.42% |
$306K - $355K
|
8.05K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-558- 7.13% |
$309K - $359K
|
7.27K
$1.16M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-565- 6.16% |
$313K - $364K
|
8.61K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Mount Capital LTD
|
SELL
|
- |
-567- 12.49% |
$314K - $365K
|
3.97K
$634K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-568- 13.41% |
$314K - $366K
|
3.67K
$586K
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-572- 14.21% |
$317K - $368K
|
3.45K
$551K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-579- 11.3% |
$320K - $373K
|
4.55K
$726K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-588- 5.03% |
$325K - $379K
|
11.1K
$1.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-589- 1.79% |
$326K - $379K
|
32.4K
$5.17M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-597- 13.39% |
$330K - $384K
|
3.86K
$617K
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-597- 2.84% |
$330K - $384K
|
20.4K
$3.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-600- 8.22% |
$332K - $386K
|
6.7K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 3.1% |
$332K - $386K
|
18.7K
$2.99M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-603- 2.93% |
$334K - $388K
|
20K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-605- 11.67% |
$335K - $389K
|
4.58K
$731K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-625- 3.34% |
$346K - $402K
|
18.1K
$2.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-629- 11.6% |
$348K - $405K
|
4.79K
$765K
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-650- 26.25% |
$360K - $418K
|
1.83K
$292K
|
|
|
May 03, 2023
Q1 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-655- 16.88% |
$363K - $422K
|
3.23K
$515K
|
|
|
Apr 11, 2023
Q1 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-660- 2.28% |
$365K - $425K
|
28.3K
$4.53M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-673- 4.71% |
$372K - $433K
|
13.6K
$2.17M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-707- 8.68% |
$391K - $455K
|
7.44K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-710- 55.21% |
$393K - $457K
|
576
$92K
|