Purchases and Sales Made in Q2 2023 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
202+ 26.37% |
$123K - $179K
|
968
$215K
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
200+ 11.11% |
$122K - $177K
|
2K
$445K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
200+ 5.45% |
$122K - $177K
|
3.87K
$860K
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
200+ 3.66% |
$122K - $177K
|
5.66K
$1.26M
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
199+ 21.84% |
$121K - $176K
|
1.11K
$247K
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
194+ 29.48% |
$118K - $172K
|
852
$190K
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
194+ 0.89% |
$118K - $172K
|
22K
$4.88M
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
193+ 4.33% |
$118K - $171K
|
4.66K
$1.04M
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
191+ 18.56% |
$117K - $169K
|
1.22K
$271K
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
189+ 28.94% |
$115K - $167K
|
842
$187K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
186+ 11.38% |
$113K - $165K
|
1.82K
$405K
|
|
Aug 03, 2023
Q2 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
183+ 8.48% |
$112K - $162K
|
2.34K
$520K
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
180+ 7.12% |
$110K - $160K
|
2.71K
$602K
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
180+ 1.02% |
$110K - $160K
|
17.8K
$3.97M
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
177+ 15.5% |
$108K - $157K
|
1.32K
$293K
|
|
Aug 07, 2023
Q2 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
175+ 25.89% |
$107K - $155K
|
851
$189K
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
175+ 30.12% |
$107K - $155K
|
756
$168K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
173+ 9.53% |
$106K - $153K
|
1.99K
$442K
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
172+ 20.14% |
$105K - $152K
|
1.03K
$228K
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
171+ 14.37% |
$104K - $152K
|
1.36K
$303K
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
171+ 9.36% |
$104K - $152K
|
2K
$444K
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
169+ 11.99% |
$103K - $150K
|
1.58K
$351K
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
165+ 6.18% |
$101K - $146K
|
2.83K
$630K
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
165+ 11.92% |
$101K - $146K
|
1.55K
$345K
|
|
Aug 16, 2023
Q2 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
165+ 28.9% |
$101K - $146K
|
736
$164K
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
163+ 6.72% |
$99.5K - $144K
|
2.59K
$576K
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
161+ 47.35% |
$98.2K - $143K
|
501
$111K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
BUY
|
- |
160+ 2.61% |
$97.6K - $142K
|
6.29K
$1.4M
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
159+ 2.43% |
$97K - $141K
|
6.69K
$1.49M
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
157+ 6.64% |
$95.8K - $139K
|
2.52K
$561K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
157+ 44.48% |
$95.8K - $139K
|
510
$113K
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
157+ 31.27% |
$95.8K - $139K
|
659
$147K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
155+ 25.62% |
$94.6K - $137K
|
760
$169K
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
154+ 3.14% |
$94K - $136K
|
5.06K
$1.13M
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
154+ 2.06% |
$94K - $136K
|
7.63K
$1.7M
|
|
Jul 14, 2023
Q2 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
152New |
$92.7K - $135K
|
152
$33.8K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
152+ 26.95% |
$92.7K - $135K
|
716
$159K
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
151+ 10.94% |
$92.1K - $134K
|
1.53K
$341K
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
150+ 15.24% |
$91.5K - $133K
|
1.13K
$252K
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
149+ 6.72% |
$90.9K - $132K
|
2.37K
$526K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
148+ 3.77% |
$90.3K - $131K
|
4.08K
$907K
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
147+ 8.05% |
$89.7K - $130K
|
1.97K
$439K
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
146+ 2.44% |
$89.1K - $129K
|
6.13K
$1.36M
|
|
Aug 11, 2023
Q2 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
143+ 6.39% |
$87.3K - $127K
|
2.38K
$530K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
141+ 18.8% |
$86K - $125K
|
891
$198K
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
141+ 21.33% |
$86K - $125K
|
802
$178K
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
141+ 5.78% |
$86K - $125K
|
2.58K
$574K
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
141+ 1.13% |
$86K - $125K
|
12.6K
$2.8M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
141+ 193.15% |
$86K - $125K
|
214
$47.6K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
141+ 7.03% |
$86K - $125K
|
2.15K
$478K
|