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 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
47+ 1.54% |
$38K - $43.4K
|
3.1K
$509K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
46+ 0.14% |
$37.2K - $42.5K
|
33.1K
$5.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
46+ 2.01% |
$37.2K - $42.5K
|
2.33K
$383K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
46+ 6.73% |
$37.2K - $42.5K
|
730
$120K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
46+ 15.44% |
$37.2K - $42.5K
|
344
$56.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
45+ 3.89% |
$36.4K - $41.5K
|
1.2K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
45+ 7.19% |
$36.4K - $41.5K
|
671
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
45+ 5.24% |
$36.4K - $41.5K
|
903
$148K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
44+ 3.02% |
$35.6K - $40.6K
|
1.5K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
44+ 6.15% |
$35.6K - $40.6K
|
759
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
43+ 4.76% |
$34.8K - $39.7K
|
946
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
43+ 1.31% |
$34.8K - $39.7K
|
3.32K
$546K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
42+ 1.88% |
$34K - $38.8K
|
2.27K
$373K
|
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
42+ 2.09% |
$34K - $38.8K
|
2.06K
$337K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
42+ 3.49% |
$34K - $38.8K
|
1.25K
$205K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
42+ 6.06% |
$34K - $38.8K
|
735
$121K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
42+ 7.72% |
$34K - $38.8K
|
586
$96.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
42+ 2.02% |
$34K - $38.8K
|
2.12K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
42+ 32.06% |
$34K - $38.8K
|
173
$28.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
41+ 2.74% |
$33.1K - $37.8K
|
1.54K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
41+ 4.22% |
$33.1K - $37.8K
|
1.01K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
41+ 0.69% |
$33.1K - $37.8K
|
5.98K
$982K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
40+ 3.53% |
$32.3K - $36.9K
|
1.17K
$193K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
40+ 2.53% |
$32.3K - $36.9K
|
1.62K
$266K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
40+ 1.01% |
$32.3K - $36.9K
|
3.98K
$654K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
40+ 5.37% |
$32.3K - $36.9K
|
785
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
40New |
$32.3K - $36.9K
|
40
$6.57K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
40New |
$32.3K - $36.9K
|
40
$6.57K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
40+ 1.76% |
$32.3K - $36.9K
|
2.31K
$380K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
40+ 8.81% |
$32.3K - $36.9K
|
494
$81.1K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
BUY
|
- |
40+ 7.86% |
$32.3K - $36.9K
|
549
$90.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
39+ 0.06% |
$31.5K - $36K
|
62K
$10.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
39+ 5.55% |
$31.5K - $36K
|
742
$122K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
39+ 4.32% |
$31.5K - $36K
|
941
$155K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
39+ 13.64% |
$31.5K - $36K
|
325
$53.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
38New |
$30.7K - $35.1K
|
38
$6.24K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
38+ 1.5% |
$30.7K - $35.1K
|
2.57K
$421K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
37+ 2.1% |
$29.9K - $34.1K
|
1.8K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Paralel Advisors LLC
|
BUY
|
- |
37+ 1.26% |
$29.9K - $34.1K
|
2.98K
$490K
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
37+ 7.66% |
$29.9K - $34.1K
|
520
$85.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
37+ 13.45% |
$29.9K - $34.1K
|
312
$51.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
36+ 1.85% |
$29.1K - $33.2K
|
1.98K
$326K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
36+ 1.03% |
$29.1K - $33.2K
|
3.53K
$580K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
36New |
$29.1K - $33.2K
|
36
$5.91K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
36+ 13.58% |
$29.1K - $33.2K
|
301
$49.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
35+ 0.64% |
$28.3K - $32.3K
|
5.52K
$907K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
35+ 1.43% |
$28.3K - $32.3K
|
2.48K
$408K
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
35+ 0.63% |
$28.3K - $32.3K
|
5.59K
$917K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
35+ 0.22% |
$28.3K - $32.3K
|
15.8K
$2.59M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
35+ 1.39% |
$28.3K - $32.3K
|
2.56K
$420K
|