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 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-56- 13.08% |
$34.2K - $49.6K
|
372
$76.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-56- 3.4% |
$34.2K - $49.6K
|
1.59K
$329K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-56- 16.72% |
$34.2K - $49.6K
|
279
$57.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-57- 5.21% |
$34.8K - $50.5K
|
1.04K
$214K
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-57- 13.19% |
$34.8K - $50.5K
|
375
$77.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-58- 1.38% |
$35.4K - $51.4K
|
4.13K
$852K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-59- 2.28% |
$36K - $52.3K
|
2.53K
$522K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-59- 11.87% |
$36K - $52.3K
|
438
$90.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-60- 1.88% |
$36.6K - $53.2K
|
3.13K
$645K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-60- 0.62% |
$36.6K - $53.2K
|
9.68K
$2M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-60- 12.27% |
$36.6K - $53.2K
|
429
$88.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-61- 6.84% |
$37.2K - $54.1K
|
831
$171K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-62- 11.09% |
$37.8K - $54.9K
|
497
$103K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-62- 0.79% |
$37.8K - $54.9K
|
7.78K
$1.6M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-63- 11.56% |
$38.4K - $55.8K
|
482
$99.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-63- 9.68% |
$38.4K - $55.8K
|
588
$121K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-63- 5.69% |
$38.4K - $55.8K
|
1.05K
$216K
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-64- 0.62% |
$39.1K - $56.7K
|
10.3K
$2.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
SELL
|
- |
-65- 0.77% |
$39.7K - $57.6K
|
8.42K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-65- 3.54% |
$39.7K - $57.6K
|
1.77K
$366K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-65- 9.37% |
$39.7K - $57.6K
|
629
$130K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-65- 9.37% |
$39.7K - $57.6K
|
629
$130K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-66- 4.75% |
$40.3K - $58.5K
|
1.32K
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-66- 4.82% |
$40.3K - $58.5K
|
1.3K
$269K
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-67- 2.39% |
$40.9K - $59.4K
|
2.74K
$565K
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-67- 5.0% |
$40.9K - $59.4K
|
1.27K
$262K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-68- 0.58% |
$41.5K - $60.3K
|
11.8K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-68- 12.88% |
$41.5K - $60.3K
|
460
$94.9K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-68- 6.49% |
$41.5K - $60.3K
|
979
$202K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-69- 6.78% |
$42.1K - $61.1K
|
948
$196K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-69- 1.72% |
$42.1K - $61.1K
|
3.94K
$814K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-70- 14.83% |
$42.7K - $62K
|
402
$83K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-70- 5.4% |
$42.7K - $62K
|
1.23K
$253K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-70- 4.99% |
$42.7K - $62K
|
1.33K
$275K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-71- 3.67% |
$43.3K - $62.9K
|
1.87K
$385K
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-71- 1.33% |
$43.3K - $62.9K
|
5.25K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-71- 46.41% |
$43.3K - $62.9K
|
82
$16.9K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-71- 3.67% |
$43.3K - $62.9K
|
1.87K
$385K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-72- 2.34% |
$43.9K - $63.8K
|
3K
$619K
|
|
|
Jul 31, 2023
Q2 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-72- 10.83% |
$43.9K - $63.8K
|
593
$122K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-73- 12.94% |
$44.5K - $64.7K
|
491
$101K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-73- 20.68% |
$44.5K - $64.7K
|
280
$57.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-74- 5.56% |
$45.2K - $65.6K
|
1.26K
$259K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-75- 8.73% |
$45.8K - $66.5K
|
784
$162K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-75- 24.83% |
$45.8K - $66.5K
|
227
$46.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
SELL
|
- |
-76- 1.15% |
$46.4K - $67.3K
|
6.51K
$1.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-76- 5.19% |
$46.4K - $67.3K
|
1.39K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-76- 5.15% |
$46.4K - $67.3K
|
1.4K
$289K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-76- 20.77% |
$46.4K - $67.3K
|
290
$59.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-77- 21.81% |
$47K - $68.2K
|
276
$57K
|