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 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
14+ 16.47% |
$8.54K - $12.4K
|
99
$20.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 0.96% |
$8.54K - $12.4K
|
1.47K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
14+ 2.77% |
$8.54K - $12.4K
|
519
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
14+ 6.03% |
$8.54K - $12.4K
|
246
$50.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 13.0% |
$7.93K - $11.5K
|
113
$23.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
13+ 0.61% |
$7.93K - $11.5K
|
2.16K
$446K
|
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
13+ 2.6% |
$7.93K - $11.5K
|
513
$106K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13+ 4.91% |
$7.93K - $11.5K
|
278
$57.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
13+ 16.46% |
$7.93K - $11.5K
|
92
$19K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 4.29% |
$7.32K - $10.6K
|
292
$60.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12+ 1.16% |
$7.32K - $10.6K
|
1.04K
$215K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
12+ 0.44% |
$7.32K - $10.6K
|
2.76K
$569K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
12+ 1.65% |
$7.32K - $10.6K
|
738
$152K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
12+ 1.25% |
$7.32K - $10.6K
|
975
$201K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.08% |
$7.32K - $10.6K
|
14.3K
$2.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12+ 1.87% |
$7.32K - $10.6K
|
655
$135K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
12+ 0.81% |
$7.32K - $10.6K
|
1.49K
$308K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
12+ 1.55% |
$7.32K - $10.6K
|
788
$163K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
12+ 1.33% |
$7.32K - $10.6K
|
915
$189K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
12+ 27.91% |
$7.32K - $10.6K
|
55
$11.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
12+ 6.49% |
$7.32K - $10.6K
|
197
$40.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 0.46% |
$6.71K - $9.75K
|
2.4K
$496K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
11+ 3.46% |
$6.71K - $9.75K
|
329
$67.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
11+ 3.2% |
$6.71K - $9.75K
|
355
$73.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
11New |
$6.71K - $9.75K
|
11
$2.27K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11+ 0.1% |
$6.71K - $9.75K
|
11K
$2.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 6.29% |
$6.1K - $8.86K
|
169
$34.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
10+ 0.25% |
$6.1K - $8.86K
|
4.02K
$830K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 4.88% |
$6.1K - $8.86K
|
215
$44.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
10+ 2.21% |
$6.1K - $8.86K
|
462
$95.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10+ 1.18% |
$6.1K - $8.86K
|
858
$177K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
10+ 5.85% |
$6.1K - $8.86K
|
181
$37.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
9+ 2.41% |
$5.49K - $7.98K
|
382
$78.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
9+ 1.3% |
$5.49K - $7.98K
|
703
$145K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
9+ 2.52% |
$5.49K - $7.98K
|
366
$75.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
9+ 0.76% |
$5.49K - $7.98K
|
1.19K
$246K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
9+ 2.43% |
$5.49K - $7.98K
|
380
$78.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
8+ 1.35% |
$4.88K - $7.09K
|
602
$124K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
8+ 5.76% |
$4.88K - $7.09K
|
147
$30.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
8New |
$4.88K - $7.09K
|
8
$1.65K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
8New |
$4.88K - $7.09K
|
8
$1.65K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
8+ 2.17% |
$4.88K - $7.09K
|
377
$77.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8+ 7.84% |
$4.88K - $7.09K
|
110
$22.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
8+ 5.84% |
$4.88K - $7.09K
|
145
$29.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 1.26% |
$4.27K - $6.2K
|
562
$116K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
7+ 1.55% |
$4.27K - $6.2K
|
460
$94.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
7+ 0.34% |
$4.27K - $6.2K
|
2.07K
$426K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
7+ 2.05% |
$4.27K - $6.2K
|
349
$72K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
7+ 1.89% |
$4.27K - $6.2K
|
378
$78K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
7+ 1.71% |
$4.27K - $6.2K
|
416
$85.8K
|