Purchases and Sales Made in Q3 2023 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
440+ 5.82% |
$356K - $406K
|
7.99K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
432+ 41.38% |
$349K - $399K
|
1.48K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
432+ 6.61% |
$349K - $399K
|
6.96K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
430+ 13.6% |
$348K - $397K
|
3.59K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
429+ 5.42% |
$347K - $396K
|
8.35K
$2.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
423+ 26.76% |
$342K - $390K
|
2K
$574K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
421+ 30.57% |
$340K - $389K
|
1.8K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
419New |
$339K - $387K
|
419
$120K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
418+ 70.61% |
$338K - $386K
|
1.01K
$289K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
413+ 5.28% |
$334K - $381K
|
8.24K
$2.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
411+ 149.45% |
$332K - $379K
|
686
$197K
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
411+ 1027.5% |
$332K - $379K
|
451
$129K
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
410+ 25.61% |
$331K - $378K
|
2.01K
$576K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
399New |
$323K - $368K
|
399
$114K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
393+ 2.21% |
$318K - $363K
|
18.2K
$5.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
390+ 0.42% |
$315K - $360K
|
92.4K
$26.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
388+ 6.49% |
$314K - $358K
|
6.36K
$1.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
382+ 2.86% |
$309K - $353K
|
13.7K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
381New |
$308K - $352K
|
381
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
381+ 14.84% |
$308K - $352K
|
2.95K
$845K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
379+ 20.29% |
$306K - $350K
|
2.25K
$644K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
378+ 1.68% |
$306K - $349K
|
22.8K
$6.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
378+ 52.28% |
$306K - $349K
|
1.1K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
377New |
$305K - $348K
|
377
$108K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
376+ 48.58% |
$304K - $347K
|
1.15K
$329K
|
|
|
Nov 01, 2023
Q3 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
374+ 78.41% |
$302K - $345K
|
851
$244K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
372+ 19.03% |
$301K - $343K
|
2.33K
$667K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
370+ 37.07% |
$299K - $341K
|
1.37K
$392K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
370+ 16.11% |
$299K - $341K
|
2.67K
$764K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
370+ 49.01% |
$299K - $341K
|
1.13K
$322K
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
370+ 37.07% |
$299K - $341K
|
1.37K
$392K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
369+ 5.12% |
$298K - $341K
|
7.57K
$2.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
369New |
$298K - $341K
|
369
$106K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
367+ 120.33% |
$297K - $339K
|
672
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
367+ 94.34% |
$297K - $339K
|
756
$217K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
BUY
|
- |
362+ 4.12% |
$293K - $334K
|
9.14K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
360+ 102.86% |
$291K - $332K
|
710
$203K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
358+ 8.55% |
$289K - $330K
|
4.54K
$1.3M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
358New |
$289K - $330K
|
358
$103K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
356New |
$288K - $329K
|
356
$102K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
355+ 7.43% |
$287K - $328K
|
5.13K
$1.47M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
BUY
|
- |
353New |
$285K - $326K
|
353
$101K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
348New |
$281K - $321K
|
348
$99.7K
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
346New |
$280K - $319K
|
346
$99.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
346New |
$280K - $319K
|
346
$99.1K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
345+ 4.52% |
$279K - $318K
|
7.97K
$2.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
344+ 12.5% |
$278K - $317K
|
3.1K
$887K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
340+ 95.24% |
$275K - $314K
|
697
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
340+ 15.02% |
$275K - $314K
|
2.6K
$746K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
337New |
$272K - $311K
|
337
$96.5K
|