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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
90+ 750.0% |
$54.9K - $79.8K
|
102
$21.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
90+ 4.62% |
$54.9K - $79.8K
|
2.04K
$423K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
89+ 10.55% |
$54.3K - $78.9K
|
933
$193K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
88+ 13.69% |
$53.7K - $78K
|
731
$152K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
87+ 0.66% |
$53.1K - $77.1K
|
13.3K
$2.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
87New |
$53.1K - $77.1K
|
87
$18K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
87+ 1.4% |
$53.1K - $77.1K
|
6.29K
$1.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
87+ 4.12% |
$53.1K - $77.1K
|
2.2K
$456K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
86+ 29.25% |
$52.5K - $76.2K
|
380
$78.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
85+ 19.23% |
$51.9K - $75.3K
|
527
$109K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
85+ 4.71% |
$51.9K - $75.3K
|
1.89K
$392K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
84+ 8.26% |
$51.3K - $74.4K
|
1.1K
$228K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
83+ 10.85% |
$50.6K - $73.6K
|
848
$176K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
82+ 5.09% |
$50K - $72.7K
|
1.69K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
82New |
$50K - $72.7K
|
82
$17K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
79+ 1.33% |
$48.2K - $70K
|
6K
$1.24M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
79+ 11.62% |
$48.2K - $70K
|
759
$157K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
78+ 0.62% |
$47.6K - $69.1K
|
12.7K
$2.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
BUY
|
- |
75+ 21.25% |
$45.8K - $66.5K
|
428
$88.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
74+ 1.2% |
$45.2K - $65.6K
|
6.25K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
74+ 8.09% |
$45.2K - $65.6K
|
989
$205K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
74+ 8.09% |
$45.2K - $65.6K
|
989
$205K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
73+ 10.86% |
$44.5K - $64.7K
|
745
$154K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
72+ 7.75% |
$43.9K - $63.8K
|
1K
$208K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
71+ 1.12% |
$43.3K - $62.9K
|
6.42K
$1.33M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
70+ 35.71% |
$42.7K - $62K
|
266
$55.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
69+ 0.66% |
$42.1K - $61.1K
|
10.6K
$2.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
67+ 3.64% |
$40.9K - $59.4K
|
1.91K
$396K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
67+ 3.91% |
$40.9K - $59.4K
|
1.78K
$370K
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
67+ 1.5% |
$40.9K - $59.4K
|
4.55K
$943K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
65+ 1.68% |
$39.7K - $57.6K
|
3.93K
$814K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
65+ 2.8% |
$39.7K - $57.6K
|
2.38K
$494K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
65+ 1.66% |
$39.7K - $57.6K
|
3.99K
$827K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
64+ 4.34% |
$39.1K - $56.7K
|
1.54K
$319K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
64+ 11.45% |
$39.1K - $56.7K
|
623
$129K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
63+ 18.37% |
$38.4K - $55.8K
|
406
$84.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
62+ 14.35% |
$37.8K - $54.9K
|
494
$102K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
62+ 14.12% |
$37.8K - $54.9K
|
501
$104K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
61+ 21.79% |
$37.2K - $54.1K
|
341
$70.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
60+ 5.76% |
$36.6K - $53.2K
|
1.1K
$229K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
59+ 2.06% |
$36K - $52.3K
|
2.92K
$606K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
59+ 0.73% |
$36K - $52.3K
|
8.15K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
59+ 5.06% |
$36K - $52.3K
|
1.23K
$254K
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
58+ 18.01% |
$35.4K - $51.4K
|
380
$78.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
57+ 9.95% |
$34.8K - $50.5K
|
630
$131K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
56+ 6.61% |
$34.2K - $49.6K
|
903
$187K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
56New |
$34.2K - $49.6K
|
56
$11.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
56+ 0.68% |
$34.2K - $49.6K
|
8.24K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
56+ 0.09% |
$34.2K - $49.6K
|
64.3K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
56+ 51.85% |
$34.2K - $49.6K
|
164
$34K
|