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 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
15+ 1.3% |
$6.99K - $7.65K
|
1.17K
$193K
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
15New |
$6.99K - $7.65K
|
15
$2.47K
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
14+ 2.97% |
$6.52K - $7.14K
|
485
$79.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
14New |
$6.52K - $7.14K
|
14
$2.31K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
14+ 0.23% |
$6.52K - $7.14K
|
6.2K
$1.02M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14+ 1.44% |
$6.52K - $7.14K
|
985
$162K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14+ 0.22% |
$6.52K - $7.14K
|
6.39K
$1.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
14+ 1.51% |
$6.52K - $7.14K
|
944
$156K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
14+ 2.87% |
$6.52K - $7.14K
|
501
$82.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14+ 27.45% |
$6.52K - $7.14K
|
65
$10.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
14+ 1.67% |
$6.52K - $7.14K
|
853
$141K
|
|
|
Oct 13, 2021
Q3 2021
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
13+ 0.16% |
$6.05K - $6.63K
|
8.02K
$1.32M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
13+ 1.07% |
$6.05K - $6.63K
|
1.23K
$202K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12+ 1.25% |
$5.59K - $6.12K
|
975
$161K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 1.65% |
$5.12K - $5.61K
|
677
$112K
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
11+ 1.81% |
$5.12K - $5.61K
|
618
$102K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.09% |
$5.12K - $5.61K
|
11.7K
$1.93M
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
11+ 2.42% |
$5.12K - $5.61K
|
466
$76.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
11New |
$5.12K - $5.61K
|
11
$1.81K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
10+ 17.86% |
$4.66K - $5.1K
|
66
$10.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
10+ 1.96% |
$4.66K - $5.1K
|
519
$85.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Trust Investment Advisors
|
BUY
|
- |
10+ 0.41% |
$4.66K - $5.1K
|
2.43K
$401K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 4.61% |
$4.66K - $5.1K
|
227
$37.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10+ 10.0% |
$4.66K - $5.1K
|
110
$18.1K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9+ 1.02% |
$4.19K - $4.59K
|
889
$146K
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
9+ 0.74% |
$4.19K - $4.59K
|
1.22K
$202K
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
9+ 0.3% |
$4.19K - $4.59K
|
2.99K
$493K
|
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
9+ 0.11% |
$4.19K - $4.59K
|
8.04K
$1.33M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.78% |
$3.73K - $4.08K
|
1.04K
$171K
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
8+ 0.07% |
$3.73K - $4.08K
|
11.1K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
8+ 1.5% |
$3.73K - $4.08K
|
542
$89.3K
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
7+ 0.65% |
$3.26K - $3.57K
|
1.08K
$179K
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
7New |
$3.26K - $3.57K
|
7
$1.15K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
7+ 0.1% |
$3.26K - $3.57K
|
6.82K
$1.12M
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
7+ 0.39% |
$3.26K - $3.57K
|
1.81K
$299K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 21.21% |
$3.26K - $3.57K
|
40
$6.59K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
7+ 1.29% |
$3.26K - $3.57K
|
548
$90.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7+ 0.77% |
$3.26K - $3.57K
|
920
$152K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6+ 0.28% |
$2.79K - $3.06K
|
2.17K
$357K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$2.79K - $3.06K
|
6
$988
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
6+ 0.06% |
$2.79K - $3.06K
|
10.3K
$1.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
6+ 0.74% |
$2.79K - $3.06K
|
818
$135K
|
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.64% |
$2.79K - $3.06K
|
939
$155K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 1.63% |
$2.33K - $2.55K
|
311
$51.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5+ 0.55% |
$2.33K - $2.55K
|
917
$151K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
5+ 0.33% |
$2.33K - $2.55K
|
1.51K
$248K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5New |
$2.33K - $2.55K
|
5
$824
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
5+ 0.26% |
$2.33K - $2.55K
|
1.95K
$321K
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5New |
$2.33K - $2.55K
|
5
$824
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
5+ 0.72% |
$2.33K - $2.55K
|
700
$115K
|