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 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-28- 3.43% |
$17.1K - $24.8K
|
788
$163K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-28- 0.23% |
$17.1K - $24.8K
|
12.4K
$2.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-28- 5.63% |
$17.1K - $24.8K
|
469
$96.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-28- 1.19% |
$17.1K - $24.8K
|
2.33K
$481K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-28- 6.44% |
$17.1K - $24.8K
|
407
$84K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28- 23.14% |
$17.1K - $24.8K
|
93
$19.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-29- 0.82% |
$17.7K - $25.7K
|
3.49K
$721K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-29- 5.29% |
$17.7K - $25.7K
|
519
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-29- 5.03% |
$17.7K - $25.7K
|
547
$113K
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-30- 0.65% |
$18.3K - $26.6K
|
4.59K
$948K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-30- 0.11% |
$18.3K - $26.6K
|
26.9K
$5.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-30- 1.1% |
$18.3K - $26.6K
|
2.71K
$559K
|
|
|
Aug 14, 2023
Q2 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-30- 0.56% |
$18.3K - $26.6K
|
5.3K
$1.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-31- 5.55% |
$18.9K - $27.5K
|
528
$109K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-31- 5.22% |
$18.9K - $27.5K
|
563
$116K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-31- 9.78% |
$18.9K - $27.5K
|
286
$59K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-33- 5.28% |
$20.1K - $29.2K
|
592
$122K
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-33- 1.99% |
$20.1K - $29.2K
|
1.63K
$336K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-33- 3.76% |
$20.1K - $29.2K
|
844
$174K
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-33- 8.33% |
$20.1K - $29.2K
|
363
$74.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-34- 4.76% |
$20.7K - $30.1K
|
681
$141K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-35- 62.5% |
$21.4K - $31K
|
21
$4.33K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-35- 38.89% |
$21.4K - $31K
|
55
$11.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-35- 0.3% |
$21.4K - $31K
|
11.8K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-35- 5.58% |
$21.4K - $31K
|
592
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-35- 4.44% |
$21.4K - $31K
|
753
$155K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-35- 1.49% |
$21.4K - $31K
|
2.31K
$477K
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-35- 1.25% |
$21.4K - $31K
|
2.78K
$573K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-36- 0.18% |
$22K - $31.9K
|
19.7K
$4.06M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-36- 7.32% |
$22K - $31.9K
|
456
$94.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-36- 10.59% |
$22K - $31.9K
|
304
$62.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-36- 2.96% |
$22K - $31.9K
|
1.18K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-36- 3.97% |
$22K - $31.9K
|
870
$180K
|
|
|
Aug 24, 2023
Q2 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-37- 1.53% |
$22.6K - $32.8K
|
2.38K
$491K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-38- 10.61% |
$23.2K - $33.7K
|
320
$66K
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-38- 0.6% |
$23.2K - $33.7K
|
6.29K
$1.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-40- 3.34% |
$24.4K - $35.4K
|
1.16K
$239K
|
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
SELL
|
- |
-40- 0.41% |
$24.4K - $35.4K
|
9.71K
$2M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-40- 15.15% |
$24.4K - $35.4K
|
224
$46.2K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-40- 15.15% |
$24.4K - $35.4K
|
224
$46.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-40- 2.67% |
$24.4K - $35.4K
|
1.46K
$301K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-40- 5.7% |
$24.4K - $35.4K
|
662
$137K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-40- 8.73% |
$24.4K - $35.4K
|
418
$86.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-40- 12.42% |
$24.4K - $35.4K
|
282
$58.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-41- 2.53% |
$25K - $36.3K
|
1.58K
$326K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-41- 1.26% |
$25K - $36.3K
|
3.21K
$661K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-41- 1.3% |
$25K - $36.3K
|
3.1K
$640K
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-41- 1.28% |
$25K - $36.3K
|
3.16K
$652K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-41- 2.07% |
$25K - $36.3K
|
1.94K
$400K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-41- 2.28% |
$25K - $36.3K
|
1.76K
$363K
|