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 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
56+ 7.09% |
$34.2K - $49.6K
|
846
$175K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
55+ 16.98% |
$33.6K - $48.7K
|
379
$78.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
55+ 2.7% |
$33.6K - $48.7K
|
2.09K
$434K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
55+ 2.19% |
$33.6K - $48.7K
|
2.56K
$531K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
53+ 1.98% |
$32.3K - $47K
|
2.72K
$565K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
BUY
|
- |
53+ 4.77% |
$32.3K - $47K
|
1.16K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
53+ 8.01% |
$32.3K - $47K
|
715
$148K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52+ 29.38% |
$31.7K - $46.1K
|
229
$47.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
51+ 3.94% |
$31.1K - $45.2K
|
1.35K
$279K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
51+ 13.64% |
$31.1K - $45.2K
|
425
$88.1K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
50+ 11.52% |
$30.5K - $44.3K
|
484
$100K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
50+ 7.81% |
$30.5K - $44.3K
|
690
$143K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
50+ 3.21% |
$30.5K - $44.3K
|
1.61K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
50+ 43.86% |
$30.5K - $44.3K
|
164
$34K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
50+ 3.48% |
$30.5K - $44.3K
|
1.49K
$308K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
49+ 2.44% |
$29.9K - $43.4K
|
2.06K
$427K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
49+ 13.61% |
$29.9K - $43.4K
|
409
$84.8K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
49+ 2450.0% |
$29.9K - $43.4K
|
51
$10.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
49New |
$29.9K - $43.4K
|
49
$10.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
49+ 1.14% |
$29.9K - $43.4K
|
4.34K
$900K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
49+ 2.36% |
$29.9K - $43.4K
|
2.13K
$441K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
48+ 12.06% |
$29.3K - $42.5K
|
446
$92.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
47+ 3.08% |
$28.7K - $41.7K
|
1.57K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
47+ 2.38% |
$28.7K - $41.7K
|
2.02K
$419K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
45+ 5.2% |
$27.5K - $39.9K
|
911
$189K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
44+ 12.54% |
$26.8K - $39K
|
395
$81.9K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
44+ 0.78% |
$26.8K - $39K
|
5.68K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
44+ 0.6% |
$26.8K - $39K
|
7.41K
$1.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
43+ 12.8% |
$26.2K - $38.1K
|
379
$78.6K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
43New |
$26.2K - $38.1K
|
43
$8.92K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
43+ 3.21% |
$26.2K - $38.1K
|
1.38K
$287K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
42+ 1.92% |
$25.6K - $37.2K
|
2.23K
$462K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
42+ 6.12% |
$25.6K - $37.2K
|
728
$151K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
42+ 3.58% |
$25.6K - $37.2K
|
1.22K
$252K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
42+ 1.99% |
$25.6K - $37.2K
|
2.15K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
42+ 6.05% |
$25.6K - $37.2K
|
736
$153K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
41+ 0.23% |
$25K - $36.3K
|
17.6K
$3.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
41+ 0.28% |
$25K - $36.3K
|
14.5K
$3M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
41+ 0.54% |
$25K - $36.3K
|
7.58K
$1.57M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
40+ 6.41% |
$24.4K - $35.4K
|
664
$138K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
40+ 3.11% |
$24.4K - $35.4K
|
1.33K
$275K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
40+ 2.39% |
$24.4K - $35.4K
|
1.71K
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
40+ 285.71% |
$24.4K - $35.4K
|
54
$11.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
40New |
$24.4K - $35.4K
|
40
$8.29K
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
39+ 0.61% |
$23.8K - $34.6K
|
6.48K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
39+ 0.99% |
$23.8K - $34.6K
|
3.98K
$825K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
39+ 3.88% |
$23.8K - $34.6K
|
1.04K
$216K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
39+ 6.74% |
$23.8K - $34.6K
|
618
$128K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
38+ 1.57% |
$23.2K - $33.7K
|
2.47K
$511K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
37+ 5.27% |
$22.6K - $32.8K
|
739
$153K
|