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
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-572- 39.64% |
$349K - $507K
|
871
$194K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-573- 2.63% |
$350K - $508K
|
21.2K
$4.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-589- 17.18% |
$359K - $522K
|
2.84K
$631K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-591- 2.41% |
$361K - $524K
|
24K
$5.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-594- 3.88% |
$362K - $526K
|
14.7K
$3.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-595- 0.83% |
$363K - $527K
|
70.9K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-599- 13.35% |
$365K - $531K
|
3.89K
$865K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-619- 22.67% |
$378K - $549K
|
2.11K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-621- 8.35% |
$379K - $550K
|
6.82K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-623- 3.27% |
$380K - $552K
|
18.4K
$4.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-624- 16.33% |
$381K - $553K
|
3.2K
$711K
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-627- 8.84% |
$383K - $556K
|
6.46K
$1.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-627- 5.93% |
$383K - $556K
|
9.95K
$2.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-629- 3.0% |
$384K - $557K
|
20.3K
$4.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-639- 6.17% |
$390K - $566K
|
9.71K
$2.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-642- 24.16% |
$392K - $569K
|
2.02K
$448K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-645- 17.79% |
$394K - $572K
|
2.98K
$663K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-648- 11.22% |
$395K - $574K
|
5.13K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-671- 19.17% |
$409K - $595K
|
2.83K
$629K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-673- 8.75% |
$411K - $596K
|
7.02K
$1.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-676- 11.05% |
$412K - $599K
|
5.44K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
SELL
|
- |
-683- 15.72% |
$417K - $605K
|
3.66K
$815K
|
|
|
Aug 14, 2023
Q2 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-686- 19.02% |
$419K - $608K
|
2.92K
$650K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-701- 23.01% |
$428K - $621K
|
2.35K
$522K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-711- 16.26% |
$434K - $630K
|
3.66K
$815K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-715- 25.47% |
$436K - $634K
|
2.09K
$465K
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-725- 23.14% |
$442K - $642K
|
2.41K
$536K
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-734- 15.94% |
$448K - $650K
|
3.87K
$861K
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-737- 16.09% |
$450K - $653K
|
3.84K
$855K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-743- 0.93% |
$453K - $658K
|
79K
$17.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-748- 66.02% |
$456K - $663K
|
385
$85.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-752- 2.32% |
$459K - $666K
|
31.6K
$7.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-753- 7.54% |
$459K - $667K
|
9.23K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-754- 13.64% |
$460K - $668K
|
4.77K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-755- 5.62% |
$461K - $669K
|
12.7K
$2.82M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-770- 7.11% |
$470K - $682K
|
10.1K
$2.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-771- 49.39% |
$470K - $683K
|
790
$176K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-776- 4.68% |
$473K - $688K
|
15.8K
$3.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-783- 1.35% |
$478K - $694K
|
57.3K
$12.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-795- 4.4% |
$485K - $705K
|
17.3K
$3.84M
|
|
|
Aug 15, 2023
Q2 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-800- 66.67% |
$488K - $709K
|
400
$89K
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-806- 18.88% |
$492K - $714K
|
3.46K
$770K
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-830- 14.81% |
$506K - $736K
|
4.78K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-835- 13.74% |
$509K - $740K
|
5.24K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-835- 4.16% |
$509K - $740K
|
19.2K
$4.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-836- 6.99% |
$510K - $741K
|
11.1K
$2.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-841- 8.27% |
$513K - $745K
|
9.33K
$2.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-842- 32.7% |
$514K - $746K
|
1.73K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-845- 3.39% |
$516K - $749K
|
24.1K
$5.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-849- 2.91% |
$518K - $752K
|
28.3K
$6.3M
|