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 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
146+ 54.07% |
$118K - $135K
|
416
$68.3K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
145+ 20.25% |
$117K - $134K
|
861
$141K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
145+ 3.24% |
$117K - $134K
|
4.61K
$758K
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
144+ 9.82% |
$116K - $133K
|
1.61K
$265K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
144+ 2.71% |
$116K - $133K
|
5.45K
$895K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
144+ 2.71% |
$116K - $133K
|
5.45K
$895K
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
143+ 4.49% |
$116K - $132K
|
3.33K
$547K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
141+ 1.75% |
$114K - $130K
|
8.21K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
140+ 14.04% |
$113K - $129K
|
1.14K
$187K
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
137+ 20.45% |
$111K - $126K
|
807
$133K
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
137+ 1.82% |
$111K - $126K
|
7.65K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
137New |
$111K - $126K
|
137
$22.5K
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
137+ 24.29% |
$111K - $126K
|
701
$115K
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
134+ 2.99% |
$108K - $124K
|
4.61K
$757K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
134+ 87.01% |
$108K - $124K
|
288
$47.3K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
133+ 34.1% |
$108K - $123K
|
523
$85.9K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
132+ 1.31% |
$107K - $122K
|
10.2K
$1.67M
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
132+ 8.72% |
$107K - $122K
|
1.65K
$270K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
131+ 2.1% |
$106K - $121K
|
6.38K
$1.05M
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
BUY
|
- |
129+ 25.75% |
$104K - $119K
|
630
$103K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
129+ 13.33% |
$104K - $119K
|
1.1K
$180K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
129+ 3.81% |
$104K - $119K
|
3.51K
$577K
|
|
Oct 23, 2023
Q3 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
128+ 2.2% |
$103K - $118K
|
5.95K
$977K
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
128+ 7.56% |
$103K - $118K
|
1.82K
$299K
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
128+ 0.85% |
$103K - $118K
|
15.1K
$2.49M
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
127+ 3.92% |
$103K - $117K
|
3.37K
$553K
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
127+ 7.41% |
$103K - $117K
|
1.84K
$302K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
125+ 9.04% |
$101K - $115K
|
1.51K
$248K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
124+ 7.17% |
$100K - $114K
|
1.85K
$304K
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
124+ 1.19% |
$100K - $114K
|
10.5K
$1.73M
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
124+ 2.79% |
$100K - $114K
|
4.57K
$751K
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
122+ 41.5% |
$98.6K - $113K
|
416
$68.3K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
122New |
$98.6K - $113K
|
122
$20K
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
122+ 0.42% |
$98.6K - $113K
|
29.1K
$4.77M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
121+ 3.87% |
$97.8K - $112K
|
3.25K
$533K
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
121+ 43.53% |
$97.8K - $112K
|
399
$65.5K
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
121+ 4.43% |
$97.8K - $112K
|
2.85K
$469K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
121+ 7.01% |
$97.8K - $112K
|
1.85K
$303K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
120+ 16.24% |
$97K - $111K
|
859
$141K
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
120+ 45.45% |
$97K - $111K
|
384
$63.1K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
120+ 16.24% |
$97K - $111K
|
859
$141K
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
119+ 5.74% |
$96.2K - $110K
|
2.19K
$360K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
119+ 3.73% |
$96.2K - $110K
|
3.31K
$544K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
119+ 18.92% |
$96.2K - $110K
|
748
$123K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
118+ 1.8% |
$95.4K - $109K
|
6.68K
$1.1M
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
118+ 7.67% |
$95.4K - $109K
|
1.66K
$272K
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
117+ 1.3% |
$94.6K - $108K
|
9.09K
$1.49M
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
117+ 4.55% |
$94.6K - $108K
|
2.69K
$441K
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
114+ 3.72% |
$92.2K - $105K
|
3.18K
$522K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
113+ 2.56% |
$91.3K - $104K
|
4.53K
$744K
|