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 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-231- 21.61% |
$141K - $205K
|
838
$174K
|
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
SELL
|
- |
-231- 37.02% |
$141K - $205K
|
393
$81.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-231- 7.75% |
$141K - $205K
|
2.75K
$570K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-237- 7.29% |
$145K - $210K
|
3.02K
$625K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-238- 15.75% |
$145K - $211K
|
1.27K
$264K
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-239- 35.67% |
$146K - $212K
|
431
$89.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-242- 2.6% |
$148K - $214K
|
9.07K
$1.88M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-244- 50.1% |
$149K - $216K
|
243
$50.4K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-245- 0.78% |
$149K - $217K
|
31.1K
$6.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-248- 50.41% |
$151K - $220K
|
244
$50.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-248- 14.82% |
$151K - $220K
|
1.43K
$295K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-249- 37.61% |
$152K - $221K
|
413
$85.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-249- 0.24% |
$152K - $221K
|
105K
$21.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-249- 1.21% |
$152K - $221K
|
20.3K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-249- 21.1% |
$152K - $221K
|
931
$193K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-254- 98.07% |
$155K - $225K
|
5
$1.04K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-257- 1.57% |
$157K - $228K
|
16.2K
$3.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-257- 3.0% |
$157K - $228K
|
8.32K
$1.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-258- 18.57% |
$157K - $229K
|
1.13K
$235K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-258- 1.79% |
$157K - $229K
|
14.2K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-258- 34.17% |
$157K - $229K
|
497
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-259- 1.7% |
$158K - $230K
|
15K
$3.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-261- 1.29% |
$159K - $231K
|
19.9K
$4.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-262- 1.25% |
$160K - $232K
|
20.7K
$4.3M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-264- 10.92% |
$161K - $234K
|
2.15K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-268- 10.98% |
$164K - $237K
|
2.17K
$450K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-270- 2.62% |
$165K - $239K
|
10.1K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-279- 14.98% |
$170K - $247K
|
1.58K
$328K
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-280- 12.02% |
$171K - $248K
|
2.05K
$425K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-281- 6.29% |
$171K - $249K
|
4.19K
$868K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-281- 13.64% |
$171K - $249K
|
1.78K
$369K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-281- 2.5% |
$171K - $249K
|
11K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-281- 0.4% |
$171K - $249K
|
70.1K
$14.5M
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-283- 12.74% |
$173K - $251K
|
1.94K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-284- 13.73% |
$173K - $252K
|
1.79K
$370K
|
|
|
Jul 19, 2023
Q2 2023
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-285- 3.83% |
$174K - $253K
|
7.15K
$1.48M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-286- 39.67% |
$175K - $253K
|
435
$90.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-291- 9.14% |
$178K - $258K
|
2.89K
$600K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-291- 29.57% |
$178K - $258K
|
693
$144K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-293- 4.78% |
$179K - $260K
|
5.84K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-294- 4.46% |
$179K - $261K
|
6.3K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-298- 1.62% |
$182K - $264K
|
18.1K
$3.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-299- 16.74% |
$182K - $265K
|
1.49K
$308K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-300- 6.4% |
$183K - $266K
|
4.38K
$909K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-300- 8.78% |
$183K - $266K
|
3.12K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-300- 52.08% |
$183K - $266K
|
276
$57.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-301- 19.72% |
$184K - $267K
|
1.23K
$254K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-304- 3.98% |
$185K - $269K
|
7.34K
$1.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-304- 6.61% |
$185K - $269K
|
4.29K
$890K
|
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-306- 4.5% |
$187K - $271K
|
6.5K
$1.35M
|