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
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
35+ 1.39% |
$28.3K - $32.3K
|
2.56K
$408K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
35+ 0.48% |
$28.3K - $32.3K
|
7.36K
$1.18M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
35+ 0.63% |
$28.3K - $32.3K
|
5.59K
$892K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
34+ 2.73% |
$27.5K - $31.4K
|
1.28K
$204K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
34+ 8.63% |
$27.5K - $31.4K
|
428
$68.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
34+ 5.64% |
$27.5K - $31.4K
|
637
$102K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
34+ 5.5% |
$27.5K - $31.4K
|
652
$104K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
33+ 9.68% |
$26.7K - $30.5K
|
374
$59.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
32+ 4.89% |
$25.9K - $29.5K
|
687
$110K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
32+ 2.63% |
$25.9K - $29.5K
|
1.25K
$200K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
32+ 4.2% |
$25.9K - $29.5K
|
794
$127K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
32+ 80.0% |
$25.9K - $29.5K
|
72
$11.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
32+ 12.03% |
$25.9K - $29.5K
|
298
$47.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
BUY
|
- |
31+ 1.55% |
$25.1K - $28.6K
|
2.03K
$324K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
31+ 4.57% |
$25.1K - $28.6K
|
709
$113K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
31+ 9.69% |
$25.1K - $28.6K
|
351
$56K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
31+ 9.69% |
$25.1K - $28.6K
|
351
$56K
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
31+ 8.22% |
$25.1K - $28.6K
|
408
$65.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
30+ 9.43% |
$24.3K - $27.7K
|
348
$55.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
30+ 5.78% |
$24.3K - $27.7K
|
549
$87.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
BUY
|
- |
29+ 4.16% |
$23.4K - $26.8K
|
726
$116K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
29+ 1.73% |
$23.4K - $26.8K
|
1.71K
$273K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
29+ 4.9% |
$23.4K - $26.8K
|
621
$99.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
29+ 0.9% |
$23.4K - $26.8K
|
3.23K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
29+ 0.45% |
$23.4K - $26.8K
|
6.51K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
28+ 2.4% |
$22.6K - $25.8K
|
1.19K
$190K
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
28+ 4.49% |
$22.6K - $25.8K
|
651
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
28+ 0.64% |
$22.6K - $25.8K
|
4.39K
$701K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
28+ 6.76% |
$22.6K - $25.8K
|
442
$70.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
28+ 1.77% |
$22.6K - $25.8K
|
1.61K
$256K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
27+ 3.59% |
$21.8K - $24.9K
|
780
$125K
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
27+ 2.37% |
$21.8K - $24.9K
|
1.16K
$186K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
27+ 36.0% |
$21.8K - $24.9K
|
102
$16.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
27+ 11.89% |
$21.8K - $24.9K
|
254
$40.6K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
27+ 4.05% |
$21.8K - $24.9K
|
693
$111K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
26+ 2.24% |
$21K - $24K
|
1.19K
$190K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
26+ 2.14% |
$21K - $24K
|
1.24K
$198K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
26+ 10.44% |
$21K - $24K
|
275
$43.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
26+ 2.09% |
$21K - $24K
|
1.27K
$202K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
26+ 10.53% |
$21K - $24K
|
273
$43.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
25+ 7.86% |
$20.2K - $23.1K
|
343
$54.8K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
25+ 1.41% |
$20.2K - $23.1K
|
1.8K
$288K
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
25+ 1.19% |
$20.2K - $23.1K
|
2.13K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
25+ 55.56% |
$20.2K - $23.1K
|
70
$11.2K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
25+ 1.23% |
$20.2K - $23.1K
|
2.06K
$330K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
24+ 6.56% |
$19.4K - $22.1K
|
390
$62.3K
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
24+ 7.29% |
$19.4K - $22.1K
|
353
$56.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
24+ 1.55% |
$19.4K - $22.1K
|
1.57K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
24+ 10.21% |
$19.4K - $22.1K
|
259
$41.4K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24+ 2.37% |
$19.4K - $22.1K
|
1.04K
$165K
|