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 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
23+ 3.82% |
$18.6K - $21.2K
|
625
$103K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
23+ 6.42% |
$18.6K - $21.2K
|
381
$62.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23+ 1.29% |
$18.6K - $21.2K
|
1.81K
$296K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
23+ 1.89% |
$18.6K - $21.2K
|
1.24K
$204K
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
23+ 4.6% |
$18.6K - $21.2K
|
523
$85.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
23+ 2.49% |
$18.6K - $21.2K
|
946
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22+ 2.59% |
$17.8K - $20.3K
|
873
$143K
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
22+ 5.24% |
$17.8K - $20.3K
|
442
$72.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
21+ 3.78% |
$17K - $19.4K
|
576
$94.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
21+ 1.48% |
$17K - $19.4K
|
1.44K
$236K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
21+ 7.29% |
$17K - $19.4K
|
309
$50.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
21+ 15.56% |
$17K - $19.4K
|
156
$25.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
20+ 1.52% |
$16.2K - $18.5K
|
1.33K
$219K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
20+ 1.44% |
$16.2K - $18.5K
|
1.41K
$231K
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
20+ 7.91% |
$16.2K - $18.5K
|
273
$44.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
20+ 20.62% |
$16.2K - $18.5K
|
117
$19.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
20+ 4.35% |
$16.2K - $18.5K
|
480
$78.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20+ 5.32% |
$16.2K - $18.5K
|
396
$65K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
20+ 0.51% |
$16.2K - $18.5K
|
3.96K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
20+ 0.96% |
$16.2K - $18.5K
|
2.11K
$346K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
19+ 2.37% |
$15.4K - $17.5K
|
821
$135K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
19+ 2.24% |
$15.4K - $17.5K
|
867
$142K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
19+ 1.02% |
$15.4K - $17.5K
|
1.88K
$309K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
19+ 3.23% |
$15.4K - $17.5K
|
607
$99.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
19+ 6.86% |
$15.4K - $17.5K
|
296
$48.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
19+ 4.07% |
$15.4K - $17.5K
|
486
$79.8K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
19+ 1.02% |
$15.4K - $17.5K
|
1.88K
$309K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
18+ 1.3% |
$14.6K - $16.6K
|
1.41K
$231K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
18+ 1.46% |
$14.6K - $16.6K
|
1.25K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
18+ 3.9% |
$14.6K - $16.6K
|
479
$78.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17+ 1.63% |
$13.7K - $15.7K
|
1.06K
$174K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
17+ 0.37% |
$13.7K - $15.7K
|
4.67K
$767K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
17+ 5.7% |
$13.7K - $15.7K
|
315
$51.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
17+ 2.05% |
$13.7K - $15.7K
|
845
$139K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
17+ 0.18% |
$13.7K - $15.7K
|
9.38K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.17% |
$13.7K - $15.7K
|
1.47K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
17+ 7.3% |
$13.7K - $15.7K
|
250
$41.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
17+ 6.12% |
$13.7K - $15.7K
|
295
$48.4K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
17+ 2.08% |
$13.7K - $15.7K
|
833
$137K
|
|
|
Oct 19, 2023
Q3 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
16+ 0.03% |
$12.9K - $14.8K
|
52.7K
$8.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
16+ 4.23% |
$12.9K - $14.8K
|
394
$64.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
16+ 4.32% |
$12.9K - $14.8K
|
386
$63.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 3.5% |
$12.9K - $14.8K
|
473
$77.7K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
16+ 4.01% |
$12.9K - $14.8K
|
415
$68.2K
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
16+ 5.5% |
$12.9K - $14.8K
|
307
$50.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
15+ 0.08% |
$12.1K - $13.8K
|
19.7K
$3.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
15+ 4.55% |
$12.1K - $13.8K
|
345
$56.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
15+ 0.63% |
$12.1K - $13.8K
|
2.38K
$391K
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.9% |
$12.1K - $13.8K
|
803
$132K
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
15+ 1.54% |
$12.1K - $13.8K
|
990
$163K
|