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 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-1.56K- 2.96% |
$865K - $1.01M
|
51.3K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.57K- 4.59% |
$871K - $1.01M
|
32.7K
$9.36M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.59K- 7.31% |
$882K - $1.03M
|
20.2K
$5.78M
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.62K- 0.47% |
$896K - $1.04M
|
344K
$98.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.64K- 47.14% |
$908K - $1.06M
|
1.84K
$527K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.65K- 9.75% |
$910K - $1.06M
|
15.2K
$4.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-1.7K- 13.58% |
$942K - $1.1M
|
10.8K
$3.1M
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.73K- 15.94% |
$959K - $1.11M
|
9.13K
$2.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.75K- 1.99% |
$970K - $1.13M
|
86.1K
$24.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.77K- 3.18% |
$980K - $1.14M
|
53.9K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.8K- 7.05% |
$995K - $1.16M
|
23.7K
$6.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.8K- 33.88% |
$998K - $1.16M
|
3.52K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-1.81K- 12.52% |
$1M - $1.17M
|
12.7K
$3.62M
|
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-1.87K- 33.4% |
$1.03M - $1.2M
|
3.72K
$1.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.88K- 29.33% |
$1.04M - $1.21M
|
4.52K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.89K- 0.92% |
$1.05M - $1.22M
|
205K
$58.7M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.94K- 15.33% |
$1.07M - $1.25M
|
10.7K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.95K- 8.07% |
$1.08M - $1.25M
|
22.2K
$6.36M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.02K- 56.37% |
$1.12M - $1.3M
|
1.56K
$447K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.1K- 15.0% |
$1.16M - $1.35M
|
11.9K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-2.11K- 12.34% |
$1.17M - $1.36M
|
15K
$4.29M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.12K- 15.58% |
$1.17M - $1.36M
|
11.5K
$3.28M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.15K- 75.58% |
$1.19M - $1.38M
|
694
$199K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.19K- 4.78% |
$1.21M - $1.41M
|
43.5K
$12.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.25K- 35.95% |
$1.25M - $1.45M
|
4.02K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2.27K- 35.89% |
$1.26M - $1.46M
|
4.06K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.28K- 81.31% |
$1.26M - $1.47M
|
524
$150K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.33K- 3.93% |
$1.29M - $1.5M
|
56.9K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.34K- 35.26% |
$1.29M - $1.5M
|
4.29K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.41K- 2.62% |
$1.33M - $1.55M
|
89.7K
$25.7M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.43K- 5.24% |
$1.34M - $1.56M
|
43.9K
$12.6M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.48K- 2.21% |
$1.37M - $1.6M
|
110K
$31.4M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.57K- 3.55% |
$1.42M - $1.65M
|
69.7K
$20M
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.64K- 16.72% |
$1.46M - $1.7M
|
13.1K
$3.76M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.65K- 6.3% |
$1.46M - $1.7M
|
39.4K
$11.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.67K- 88.1% |
$1.48M - $1.72M
|
360
$103K
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.68K- 11.15% |
$1.48M - $1.72M
|
21.3K
$6.11M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-2.72K- 17.39% |
$1.5M - $1.75M
|
12.9K
$3.7M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-2.72K- 17.39% |
$1.5M - $1.75M
|
12.9K
$3.7M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-2.78K- 87.13% |
$1.54M - $1.79M
|
411
$118K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.78K- 87.13% |
$1.54M - $1.79M
|
411
$118K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.83K- 36.93% |
$1.56M - $1.82M
|
4.83K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.84K- 0.97% |
$1.57M - $1.83M
|
291K
$83.2M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.84K- 0.97% |
$1.57M - $1.83M
|
291K
$83.2M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-2.85K- 5.16% |
$1.58M - $1.83M
|
52.4K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-2.87K- 37.55% |
$1.59M - $1.85M
|
4.78K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.93K- 81.75% |
$1.62M - $1.88M
|
653
$187K
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-2.98K- 13.67% |
$1.65M - $1.92M
|
18.8K
$5.38M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3K- 0.49% |
$1.66M - $1.93M
|
603K
$173M
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3K- 72.71% |
$1.66M - $1.93M
|
1.13K
$323K
|