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 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
557+ 7.96% |
$340K - $494K
|
7.55K
$2.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
551+ 18.11% |
$336K - $488K
|
3.59K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
540New |
$329K - $479K
|
540
$155K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
539+ 14.6% |
$329K - $478K
|
4.23K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
539+ 34.68% |
$329K - $478K
|
2.09K
$600K
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
538+ 5.74% |
$328K - $477K
|
9.92K
$2.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
535+ 2.36% |
$326K - $474K
|
23.2K
$6.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
531+ 109.48% |
$324K - $471K
|
1.02K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
527+ 0.55% |
$322K - $467K
|
96.6K
$27.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
526+ 4.36% |
$321K - $466K
|
12.6K
$3.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
523+ 14.87% |
$319K - $463K
|
4.04K
$1.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
519New |
$317K - $460K
|
519
$149K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
517+ 9.09% |
$315K - $458K
|
6.2K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
515+ 6.94% |
$314K - $456K
|
7.93K
$2.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
514+ 22.37% |
$314K - $455K
|
2.81K
$805K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
514+ 9.96% |
$314K - $455K
|
5.68K
$1.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
512+ 100.39% |
$312K - $454K
|
1.02K
$293K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
510New |
$311K - $452K
|
510
$146K
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
504New |
$308K - $447K
|
504
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
503+ 8.89% |
$307K - $446K
|
6.16K
$1.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
502+ 61.37% |
$306K - $445K
|
1.32K
$378K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
500New |
$305K - $443K
|
500
$143K
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
500New |
$305K - $443K
|
500
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
500New |
$305K - $443K
|
500
$143K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
497+ 58.2% |
$303K - $440K
|
1.35K
$387K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
496New |
$303K - $440K
|
496
$142K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
493+ 46.95% |
$301K - $437K
|
1.54K
$442K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
487New |
$297K - $432K
|
487
$140K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
482New |
$294K - $427K
|
482
$138K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
481+ 7.05% |
$293K - $426K
|
7.31K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
481+ 1.46% |
$293K - $426K
|
33.5K
$9.6M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
476New |
$290K - $422K
|
476
$136K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
474+ 28.61% |
$289K - $420K
|
2.13K
$610K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
472+ 10.05% |
$288K - $418K
|
5.17K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
472+ 11.87% |
$288K - $418K
|
4.45K
$1.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
470+ 73.9% |
$287K - $417K
|
1.11K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
470New |
$287K - $417K
|
470
$135K
|
|
|
Aug 09, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
469New |
$286K - $416K
|
469
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
466+ 11.64% |
$284K - $413K
|
4.47K
$1.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
464+ 4.77% |
$283K - $411K
|
10.2K
$2.92M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
462+ 11.51% |
$282K - $409K
|
4.48K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
459New |
$280K - $407K
|
459
$131K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
446+ 1.77% |
$272K - $395K
|
25.7K
$7.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
441+ 7.88% |
$269K - $391K
|
6.04K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
439New |
$268K - $389K
|
439
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
438New |
$267K - $388K
|
438
$125K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
434New |
$265K - $385K
|
434
$124K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
432+ 34.48% |
$264K - $383K
|
1.69K
$483K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
432+ 10.3% |
$264K - $383K
|
4.63K
$1.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
429New |
$262K - $380K
|
429
$123K
|