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 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87+ 5.31% |
$70.3K - $80.3K
|
1.73K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
87+ 1.49% |
$70.3K - $80.3K
|
5.94K
$976K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
87+ 7.68% |
$70.3K - $80.3K
|
1.22K
$200K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
86+ 4.16% |
$69.5K - $79.4K
|
2.15K
$353K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
86+ 0.47% |
$69.5K - $79.4K
|
18.2K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
86+ 5.48% |
$69.5K - $79.4K
|
1.65K
$272K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
85+ 151.79% |
$68.7K - $78.4K
|
141
$23.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
85+ 1.78% |
$68.7K - $78.4K
|
4.86K
$798K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
84+ 102.44% |
$67.9K - $77.5K
|
166
$27.3K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
83+ 1.35% |
$67.1K - $76.6K
|
6.21K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
83+ 7.96% |
$67.1K - $76.6K
|
1.13K
$185K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
82+ 17.41% |
$66.3K - $75.7K
|
553
$90.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
82+ 2.51% |
$66.3K - $75.7K
|
3.35K
$551K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
82+ 4.3% |
$66.3K - $75.7K
|
1.99K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
81+ 23.68% |
$65.5K - $74.8K
|
423
$69.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
80+ 6.87% |
$64.7K - $73.8K
|
1.24K
$204K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
80+ 34.04% |
$64.7K - $73.8K
|
315
$51.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
80+ 3.13% |
$64.7K - $73.8K
|
2.64K
$434K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
79+ 8.07% |
$63.9K - $72.9K
|
1.06K
$174K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
79+ 10.08% |
$63.9K - $72.9K
|
863
$142K
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
78+ 0.81% |
$63.1K - $72K
|
9.76K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
78+ 33.91% |
$63.1K - $72K
|
308
$50.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
78+ 0.77% |
$63.1K - $72K
|
10.2K
$1.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
77+ 0.76% |
$62.2K - $71.1K
|
10.3K
$1.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
77+ 2.77% |
$62.2K - $71.1K
|
2.86K
$469K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
77+ 1.32% |
$62.2K - $71.1K
|
5.92K
$972K
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
76+ 2.55% |
$61.4K - $70.1K
|
3.06K
$502K
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
76+ 3.41% |
$61.4K - $70.1K
|
2.31K
$379K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
75+ 5.36% |
$60.6K - $69.2K
|
1.48K
$242K
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
75+ 26.41% |
$60.6K - $69.2K
|
359
$59K
|
|
|
Nov 13, 2023
Q3 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
74+ 3.97% |
$59.8K - $68.3K
|
1.94K
$318K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
73+ 24.41% |
$59K - $67.4K
|
372
$61.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Reliant Investment Management, LLC
|
BUY
|
- |
73+ 0.72% |
$59K - $67.4K
|
10.2K
$1.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
71+ 1.09% |
$57.4K - $65.5K
|
6.57K
$1.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
71+ 2.78% |
$57.4K - $65.5K
|
2.63K
$431K
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
70+ 3.69% |
$56.6K - $64.6K
|
1.97K
$323K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
70+ 1.19% |
$56.6K - $64.6K
|
5.94K
$975K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
69+ 2.9% |
$55.8K - $63.7K
|
2.45K
$402K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
69+ 9.38% |
$55.8K - $63.7K
|
805
$132K
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
69+ 21.17% |
$55.8K - $63.7K
|
395
$64.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
69+ 6.97% |
$55.8K - $63.7K
|
1.06K
$174K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
67+ 3.67% |
$54.2K - $61.8K
|
1.9K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
66+ 15.38% |
$53.4K - $60.9K
|
495
$81.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
66+ 18.18% |
$53.4K - $60.9K
|
429
$70.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
66+ 0.28% |
$53.4K - $60.9K
|
24K
$3.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
65+ 13.0% |
$52.5K - $60K
|
565
$92.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
65+ 0.58% |
$52.5K - $60K
|
11.4K
$1.87M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
65+ 5.09% |
$52.5K - $60K
|
1.34K
$220K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
65+ 26.64% |
$52.5K - $60K
|
309
$50.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
65+ 1.08% |
$52.5K - $60K
|
6.06K
$995K
|