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 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
330New |
$267K - $305K
|
330
$54.2K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
318+ 27.99% |
$257K - $293K
|
1.45K
$239K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
318+ 5.16% |
$257K - $293K
|
6.48K
$1.06M
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
317+ 11.56% |
$256K - $293K
|
3.06K
$503K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
315New |
$255K - $291K
|
315
$51.7K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
313+ 1.24% |
$253K - $289K
|
25.6K
$4.21M
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
312+ 8.91% |
$252K - $288K
|
3.81K
$626K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
312New |
$252K - $288K
|
312
$51.2K
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
312+ 5.33% |
$252K - $288K
|
6.16K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
312+ 81.04% |
$252K - $288K
|
697
$114K
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
307+ 29.92% |
$248K - $283K
|
1.33K
$219K
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
306New |
$247K - $282K
|
306
$50.3K
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
305+ 0.17% |
$247K - $281K
|
185K
$30.4M
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
304+ 41.08% |
$246K - $281K
|
1.04K
$171K
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
302New |
$244K - $279K
|
302
$49.6K
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
301+ 1.73% |
$243K - $278K
|
17.7K
$2.91M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
301+ 18.38% |
$243K - $278K
|
1.94K
$318K
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
BUY
|
- |
300+ 1.92% |
$243K - $277K
|
15.9K
$2.61M
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
300New |
$243K - $277K
|
300
$49.3K
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
300+ 8.09% |
$243K - $277K
|
4.01K
$658K
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
BUY
|
- |
300New |
$243K - $277K
|
300
$49.3K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
297+ 32.71% |
$240K - $274K
|
1.21K
$198K
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
297New |
$240K - $274K
|
297
$48.8K
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
294+ 47.19% |
$238K - $271K
|
917
$151K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
293+ 3.68% |
$237K - $270K
|
8.25K
$1.35M
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
288New |
$233K - $266K
|
288
$47.3K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
288+ 9.33% |
$233K - $266K
|
3.38K
$554K
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
287New |
$232K - $265K
|
287
$47.1K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
284+ 6.23% |
$230K - $262K
|
4.84K
$796K
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
BUY
|
- |
283+ 3.83% |
$229K - $261K
|
7.67K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
283+ 2.21% |
$229K - $261K
|
13.1K
$2.15M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
282+ 0.67% |
$228K - $260K
|
42.2K
$6.93M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
281+ 6.99% |
$227K - $259K
|
4.3K
$706K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
274+ 0.42% |
$221K - $253K
|
65.8K
$10.8M
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
271New |
$219K - $250K
|
271
$44.5K
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
270+ 55.1% |
$218K - $249K
|
760
$125K
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
268New |
$217K - $247K
|
268
$44K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
268+ 5.99% |
$217K - $247K
|
4.74K
$779K
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
266New |
$215K - $245K
|
266
$43.7K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
265+ 91.07% |
$214K - $245K
|
556
$91.3K
|
|
Nov 14, 2023
Q3 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
265+ 9.76% |
$214K - $245K
|
2.98K
$490K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
262+ 0.97% |
$212K - $242K
|
27.1K
$4.46M
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
261+ 6.38% |
$211K - $241K
|
4.35K
$715K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
261New |
$211K - $241K
|
261
$42.9K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
261+ 1.05% |
$211K - $241K
|
25.2K
$4.13M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
260New |
$210K - $240K
|
260
$42.7K
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
260New |
$210K - $240K
|
260
$42.7K
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
260+ 17.29% |
$210K - $240K
|
1.76K
$290K
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
258New |
$209K - $238K
|
258
$42.4K
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
258+ 10.46% |
$209K - $238K
|
2.72K
$447K
|