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 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-110- 13.03% |
$67.1K - $97.5K
|
734
$151K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-112- 2.45% |
$68.3K - $99.3K
|
4.46K
$920K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-113- 17.99% |
$68.9K - $100K
|
515
$106K
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-114- 13.38% |
$69.6K - $101K
|
738
$152K
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-114- 9.56% |
$69.6K - $101K
|
1.08K
$222K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-115- 9.51% |
$70.2K - $102K
|
1.09K
$226K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-116- 9.61% |
$70.8K - $103K
|
1.09K
$225K
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-116- 1.0% |
$70.8K - $103K
|
11.5K
$2.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-119- 1.73% |
$72.6K - $105K
|
6.77K
$1.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-119- 23.38% |
$72.6K - $105K
|
390
$80.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-119- 12.57% |
$72.6K - $105K
|
828
$171K
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-120- 2.85% |
$73.2K - $106K
|
4.09K
$844K
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-120- 5.63% |
$73.2K - $106K
|
2.01K
$415K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-120- 3.1% |
$73.2K - $106K
|
3.76K
$775K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-122- 1.62% |
$74.4K - $108K
|
7.42K
$1.53M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-123- 10.86% |
$75K - $109K
|
1.01K
$208K
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-125- 20.36% |
$76.3K - $111K
|
489
$101K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-127- 5.04% |
$77.5K - $113K
|
2.39K
$494K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-131- 21.34% |
$79.9K - $116K
|
483
$99.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-133- 4.16% |
$81.2K - $118K
|
3.07K
$633K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-136- 28.33% |
$83K - $121K
|
344
$71K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-140- 5.41% |
$85.4K - $124K
|
2.45K
$505K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-140- 2.22% |
$85.4K - $124K
|
6.16K
$1.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-140- 25.0% |
$85.4K - $124K
|
420
$86.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-141- 2.16% |
$86K - $125K
|
6.4K
$1.32M
|
|
|
Jul 19, 2023
Q2 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-144- 4.46% |
$87.9K - $128K
|
3.09K
$637K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-145- 4.9% |
$88.5K - $128K
|
2.81K
$580K
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-145- 6.49% |
$88.5K - $128K
|
2.09K
$431K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-145- 36.99% |
$88.5K - $128K
|
247
$51K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-145- 22.14% |
$88.5K - $128K
|
510
$105K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-146- 1.38% |
$89.1K - $129K
|
10.4K
$2.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-146- 4.0% |
$89.1K - $129K
|
3.5K
$723K
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-146- 2.56% |
$89.1K - $129K
|
5.55K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-149- 24.59% |
$90.9K - $132K
|
457
$94.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-151- 3.3% |
$92.1K - $134K
|
4.42K
$912K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-151- 4.96% |
$92.1K - $134K
|
2.89K
$597K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-151- 1.0% |
$92.1K - $134K
|
15K
$3.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-151- 1.27% |
$92.1K - $134K
|
11.8K
$2.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-152- 3.63% |
$92.7K - $135K
|
4.04K
$833K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-153- 32.42% |
$93.4K - $136K
|
319
$65.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-155- 4.6% |
$94.6K - $137K
|
3.22K
$663K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-155- 17.4% |
$94.6K - $137K
|
736
$152K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-157- 9.14% |
$95.8K - $139K
|
1.56K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-159- 10.83% |
$97K - $141K
|
1.31K
$270K
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-160- 22.32% |
$97.6K - $142K
|
557
$115K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-160- 6.34% |
$97.6K - $142K
|
2.36K
$487K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-160- 72.07% |
$97.6K - $142K
|
62
$12.8K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-161- 1.62% |
$98.2K - $143K
|
9.79K
$2.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-161- 3.41% |
$98.2K - $143K
|
4.56K
$940K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-161- 4.08% |
$98.2K - $143K
|
3.79K
$782K
|