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 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
15+ 5.17% |
$12.1K - $13.8K
|
305
$50.1K
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
15+ 2.48% |
$12.1K - $13.8K
|
621
$102K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
15+ 19.48% |
$12.1K - $13.8K
|
92
$15.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
15+ 4.05% |
$12.1K - $13.8K
|
385
$63.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
15+ 0.4% |
$12.1K - $13.8K
|
3.72K
$611K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15+ 2.54% |
$12.1K - $13.8K
|
606
$99.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 1.22% |
$12.1K - $13.8K
|
1.24K
$204K
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
15+ 5.17% |
$12.1K - $13.8K
|
305
$50.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
14+ 2.94% |
$11.3K - $12.9K
|
491
$80.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14+ 0.59% |
$11.3K - $12.9K
|
2.4K
$394K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
14+ 1400.0% |
$11.3K - $12.9K
|
15
$2.46K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
14+ 4.79% |
$11.3K - $12.9K
|
306
$50.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
14+ 4.67% |
$11.3K - $12.9K
|
314
$51.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
14+ 3.83% |
$11.3K - $12.9K
|
380
$62.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
14+ 0.14% |
$11.3K - $12.9K
|
10.3K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
14+ 1.85% |
$11.3K - $12.9K
|
769
$126K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
13+ 0.07% |
$10.5K - $12K
|
17.6K
$2.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 76.47% |
$10.5K - $12K
|
30
$4.93K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
13+ 1.29% |
$10.5K - $12K
|
1.02K
$168K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
13+ 5.31% |
$10.5K - $12K
|
258
$42.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.08% |
$10.5K - $12K
|
15.4K
$2.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
12+ 2.02% |
$9.7K - $11.1K
|
605
$99.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
12+ 3.0% |
$9.7K - $11.1K
|
412
$67.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
12+ 3.66% |
$9.7K - $11.1K
|
340
$55.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
12+ 4.74% |
$9.7K - $11.1K
|
265
$43.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12+ 0.91% |
$9.7K - $11.1K
|
1.34K
$219K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
12+ 0.16% |
$9.7K - $11.1K
|
7.32K
$1.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 8.16% |
$9.7K - $11.1K
|
159
$26.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.44% |
$9.7K - $11.1K
|
2.71K
$445K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
12+ 2.96% |
$9.7K - $11.1K
|
418
$68.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
11New |
$8.89K - $10.2K
|
11
$1.81K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
11+ 1.87% |
$8.89K - $10.2K
|
599
$98.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
11+ 1.13% |
$8.89K - $10.2K
|
986
$162K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11+ 1.75% |
$8.89K - $10.2K
|
640
$105K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11+ 3.94% |
$8.89K - $10.2K
|
290
$47.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
11+ 2.04% |
$8.89K - $10.2K
|
549
$90.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10+ 0.06% |
$8.08K - $9.23K
|
17.8K
$2.93M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
10+ 2.35% |
$8.08K - $9.23K
|
435
$71.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
10+ 0.79% |
$8.08K - $9.23K
|
1.27K
$209K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
10+ 1.4% |
$8.08K - $9.23K
|
722
$119K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
10+ 0.31% |
$8.08K - $9.23K
|
3.19K
$524K
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
10+ 2.2% |
$8.08K - $9.23K
|
465
$76.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10+ 0.36% |
$8.08K - $9.23K
|
2.77K
$455K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
10+ 4.65% |
$8.08K - $9.23K
|
225
$37K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10+ 3.79% |
$8.08K - $9.23K
|
274
$45K
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
10+ 3.45% |
$8.08K - $9.23K
|
300
$49.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
10+ 0.65% |
$8.08K - $9.23K
|
1.56K
$256K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10+ 0.91% |
$8.08K - $9.23K
|
1.11K
$182K
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
10+ 3.45% |
$8.08K - $9.23K
|
300
$49.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9+ 1.65% |
$7.28K - $8.31K
|
553
$90.8K
|