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
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
65+ 5.09% |
$52.5K - $60K
|
1.34K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
65+ 26.64% |
$52.5K - $60K
|
309
$72K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
65+ 1.08% |
$52.5K - $60K
|
6.06K
$1.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
64+ 0.25% |
$51.7K - $59.1K
|
25.9K
$6.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
64+ 1.41% |
$51.7K - $59.1K
|
4.61K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64+ 5.22% |
$51.7K - $59.1K
|
1.29K
$301K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
63+ 96.92% |
$50.9K - $58.1K
|
128
$29.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
63+ 8.33% |
$50.9K - $58.1K
|
819
$191K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
63+ 24.23% |
$50.9K - $58.1K
|
323
$75.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
63+ 6.16% |
$50.9K - $58.1K
|
1.09K
$253K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
62+ 8.42% |
$50.1K - $57.2K
|
798
$186K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
62+ 0.75% |
$50.1K - $57.2K
|
8.38K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
62+ 2.52% |
$50.1K - $57.2K
|
2.53K
$589K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
62+ 25.83% |
$50.1K - $57.2K
|
302
$70.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
61+ 0.87% |
$49.3K - $56.3K
|
7.08K
$1.65M
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
61+ 1.28% |
$49.3K - $56.3K
|
4.82K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
60+ 1.68% |
$48.5K - $55.4K
|
3.62K
$844K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
BUY
|
- |
60+ 8.51% |
$48.5K - $55.4K
|
765
$178K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
60+ 5.44% |
$48.5K - $55.4K
|
1.16K
$271K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
59+ 10.15% |
$47.7K - $54.5K
|
640
$149K
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
58+ 1.32% |
$46.9K - $53.5K
|
4.44K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
58+ 1.8% |
$46.9K - $53.5K
|
3.27K
$763K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
58+ 4.29% |
$46.9K - $53.5K
|
1.41K
$328K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
57+ 0.84% |
$46.1K - $52.6K
|
6.83K
$1.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
57+ 1.19% |
$46.1K - $52.6K
|
4.83K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
57+ 41.91% |
$46.1K - $52.6K
|
193
$45K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
56+ 20.36% |
$45.3K - $51.7K
|
331
$77.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
56+ 1.99% |
$45.3K - $51.7K
|
2.87K
$668K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
56+ 0.83% |
$45.3K - $51.7K
|
6.79K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
56+ 3.14% |
$45.3K - $51.7K
|
1.84K
$429K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
56+ 1.97% |
$45.3K - $51.7K
|
2.9K
$676K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
55+ 3.26% |
$44.5K - $50.8K
|
1.74K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
55+ 157.14% |
$44.5K - $50.8K
|
90
$21K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
53+ 18.79% |
$42.8K - $48.9K
|
335
$78.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
53New |
$42.8K - $48.9K
|
53
$12.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
52+ 0.59% |
$42K - $48K
|
8.92K
$2.08M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
52+ 13.9% |
$42K - $48K
|
426
$99.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
52+ 21.05% |
$42K - $48K
|
299
$69.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
52+ 11.66% |
$42K - $48K
|
498
$116K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
52+ 17.11% |
$42K - $48K
|
356
$83K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
52+ 12.44% |
$42K - $48K
|
470
$110K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
51+ 0.42% |
$41.2K - $47.1K
|
12.1K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
51+ 9.64% |
$41.2K - $47.1K
|
580
$135K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 1.87% |
$41.2K - $47.1K
|
2.78K
$649K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
50+ 2.43% |
$40.4K - $46.1K
|
2.11K
$492K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
50+ 17.42% |
$40.4K - $46.1K
|
337
$78.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
49+ 11.67% |
$39.6K - $45.2K
|
469
$109K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
48+ 6.14% |
$38.8K - $44.3K
|
830
$193K
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
48+ 12.15% |
$38.8K - $44.3K
|
443
$103K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
48+ 0.87% |
$38.8K - $44.3K
|
5.56K
$1.3M
|