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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
113+ 2.56% |
$91.3K - $104K
|
4.53K
$723K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
112+ 5.94% |
$90.5K - $103K
|
2K
$319K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
112+ 7.1% |
$90.5K - $103K
|
1.69K
$270K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
109+ 40.67% |
$88.1K - $101K
|
377
$60.2K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
109+ 1.99% |
$88.1K - $101K
|
5.59K
$892K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
108New |
$87.3K - $99.7K
|
108
$17.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
107+ 6.25% |
$86.5K - $98.7K
|
1.82K
$291K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
106+ 7.28% |
$85.7K - $97.8K
|
1.56K
$249K
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
106+ 27.46% |
$85.7K - $97.8K
|
492
$78.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
106+ 121.84% |
$85.7K - $97.8K
|
193
$30.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
106+ 6.59% |
$85.7K - $97.8K
|
1.71K
$274K
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
105+ 1.55% |
$84.9K - $96.9K
|
6.86K
$1.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
105+ 7.14% |
$84.9K - $96.9K
|
1.58K
$251K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
105+ 19.55% |
$84.9K - $96.9K
|
642
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
105+ 2.98% |
$84.9K - $96.9K
|
3.63K
$580K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
104+ 33.33% |
$84.1K - $96K
|
416
$66.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
104+ 15.23% |
$84.1K - $96K
|
787
$126K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
103+ 8.53% |
$83.3K - $95.1K
|
1.31K
$209K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
103+ 9.77% |
$83.3K - $95.1K
|
1.16K
$185K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
103+ 3.08% |
$83.3K - $95.1K
|
3.44K
$550K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
101+ 1.99% |
$81.6K - $93.2K
|
5.16K
$825K
|
|
|
Nov 01, 2023
Q3 2023
|
Synergy Financial Group, LTD
|
BUY
|
- |
101+ 13.72% |
$81.6K - $93.2K
|
837
$134K
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
101+ 12.58% |
$81.6K - $93.2K
|
904
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
101+ 6.72% |
$81.6K - $93.2K
|
1.6K
$256K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
100+ 14.88% |
$80.8K - $92.3K
|
772
$123K
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
100+ 4.54% |
$80.8K - $92.3K
|
2.31K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
97+ 29.94% |
$78.4K - $89.5K
|
421
$67.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
95+ 4.23% |
$76.8K - $87.7K
|
2.34K
$374K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
95+ 7.05% |
$76.8K - $87.7K
|
1.44K
$230K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
95+ 1.67% |
$76.8K - $87.7K
|
5.78K
$923K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
95+ 19.35% |
$76.8K - $87.7K
|
586
$93.6K
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
94+ 3.9% |
$76K - $86.8K
|
2.5K
$399K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
93+ 13.27% |
$75.2K - $85.8K
|
794
$127K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
93+ 3.6% |
$75.2K - $85.8K
|
2.67K
$427K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
93+ 2.4% |
$75.2K - $85.8K
|
3.96K
$632K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
93+ 19.29% |
$75.2K - $85.8K
|
575
$91.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
93+ 23.54% |
$75.2K - $85.8K
|
488
$77.9K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
92+ 31.19% |
$74.4K - $84.9K
|
387
$61.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
91+ 5.46% |
$73.6K - $84K
|
1.76K
$281K
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
91+ 14.02% |
$73.6K - $84K
|
740
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
91+ 3.05% |
$73.6K - $84K
|
3.07K
$491K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
90+ 145.16% |
$72.8K - $83.1K
|
152
$24.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
90+ 6.53% |
$72.8K - $83.1K
|
1.47K
$235K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
89+ 1.86% |
$71.9K - $82.1K
|
4.88K
$779K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
89+ 1.12% |
$71.9K - $82.1K
|
8.02K
$1.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
88+ 2.02% |
$71.1K - $81.2K
|
4.45K
$710K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
88New |
$71.1K - $81.2K
|
88
$14.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
87+ 6.39% |
$70.3K - $80.3K
|
1.45K
$231K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
87+ 2.16% |
$70.3K - $80.3K
|
4.12K
$658K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
87+ 15.88% |
$70.3K - $80.3K
|
635
$101K
|