Purchases and Sales Made in Q3 2021 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
28+ 1.5% |
$13K - $14.3K
|
1.9K
$593K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
27+ 4.66% |
$12.6K - $13.8K
|
606
$190K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 7.05% |
$12.6K - $13.8K
|
410
$128K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
27+ 1.09% |
$12.6K - $13.8K
|
2.51K
$784K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
26+ 25.0% |
$12.1K - $13.3K
|
130
$40.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
26+ 2.81% |
$12.1K - $13.3K
|
950
$297K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26+ 4.35% |
$12.1K - $13.3K
|
624
$195K
|
|
|
Nov 09, 2021
Q3 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
26+ 2.8% |
$12.1K - $13.3K
|
956
$299K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
25New |
$11.6K - $12.7K
|
25
$7.82K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
25+ 5.07% |
$11.6K - $12.7K
|
518
$162K
|
|
|
Oct 04, 2021
Q3 2021
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
25+ 3.19% |
$11.6K - $12.7K
|
808
$253K
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
25+ 1.99% |
$11.6K - $12.7K
|
1.28K
$400K
|
|
|
Nov 12, 2021
Q3 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
25+ 0.78% |
$11.6K - $12.7K
|
3.22K
$1.01M
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25+ 3.74% |
$11.6K - $12.7K
|
693
$217K
|
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
25+ 0.95% |
$11.6K - $12.7K
|
2.64K
$827K
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
BUY
|
- |
24+ 2.57% |
$11.2K - $12.2K
|
958
$300K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
24+ 1.42% |
$11.2K - $12.2K
|
1.72K
$537K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 6.73% |
$10.7K - $11.7K
|
365
$114K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
23+ 4.69% |
$10.7K - $11.7K
|
513
$160K
|
|
|
Nov 15, 2021
Q3 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
23+ 1.34% |
$10.7K - $11.7K
|
1.74K
$545K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 3.53% |
$10.7K - $11.7K
|
674
$211K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
22+ 0.2% |
$10.2K - $11.2K
|
11.3K
$3.52M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
22+ 3.78% |
$10.2K - $11.2K
|
604
$189K
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
22+ 8.46% |
$10.2K - $11.2K
|
282
$88.2K
|
|
|
Nov 10, 2021
Q3 2021
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
22+ 0.02% |
$10.2K - $11.2K
|
109K
$34.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
21+ 3.41% |
$9.78K - $10.7K
|
636
$199K
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
21+ 2.11% |
$9.78K - $10.7K
|
1.02K
$318K
|
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
21+ 1.42% |
$9.78K - $10.7K
|
1.5K
$470K
|
|
|
Nov 12, 2021
Q3 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
21+ 0.14% |
$9.78K - $10.7K
|
15.4K
$4.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
21+ 31.34% |
$9.78K - $10.7K
|
88
$27.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
21+ 2.62% |
$9.78K - $10.7K
|
823
$257K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21+ 1.37% |
$9.78K - $10.7K
|
1.55K
$486K
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
20+ 0.65% |
$9.31K - $10.2K
|
3.1K
$970K
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
20+ 80.0% |
$9.31K - $10.2K
|
45
$14.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
20+ 4.61% |
$9.31K - $10.2K
|
454
$142K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
20+ 2.87% |
$9.31K - $10.2K
|
717
$224K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
20+ 0.56% |
$9.31K - $10.2K
|
3.61K
$1.13M
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
19+ 4.11% |
$8.85K - $9.69K
|
481
$150K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
19+ 14.18% |
$8.85K - $9.69K
|
153
$47.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
19+ 2.34% |
$8.85K - $9.69K
|
830
$260K
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
BUY
|
- |
19+ 2.26% |
$8.85K - $9.69K
|
859
$269K
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
19+ 1.37% |
$8.85K - $9.69K
|
1.41K
$441K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
19+ 1.15% |
$8.85K - $9.69K
|
1.67K
$521K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
19+ 0.51% |
$8.85K - $9.69K
|
3.76K
$1.18M
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
18+ 1.79% |
$8.38K - $9.18K
|
1.02K
$319K
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
18+ 0.68% |
$8.38K - $9.18K
|
2.68K
$838K
|
|
|
Nov 08, 2021
Q3 2021
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
17+ 0.36% |
$7.92K - $8.67K
|
4.78K
$1.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
17+ 2.67% |
$7.92K - $8.67K
|
654
$205K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16+ 0.31% |
$7.45K - $8.16K
|
5.15K
$1.61M
|
|
|
Nov 08, 2021
Q3 2021
|
Shaker Investments LLC
|
BUY
|
- |
16+ 0.19% |
$7.45K - $8.16K
|
8.43K
$2.64M
|