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 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
9+ 1.89% |
$7.28K - $8.31K
|
485
$79.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
9+ 1.43% |
$7.28K - $8.31K
|
639
$105K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
9+ 2.8% |
$7.28K - $8.31K
|
331
$54.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 5.23% |
$7.28K - $8.31K
|
181
$29.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 36.0% |
$7.28K - $8.31K
|
34
$5.58K
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
9+ 3.14% |
$7.28K - $8.31K
|
296
$48.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
9+ 2.22% |
$7.28K - $8.31K
|
415
$68.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 8.65% |
$7.28K - $8.31K
|
113
$18.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
9New |
$7.28K - $8.31K
|
9
$1.48K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 1.0% |
$7.28K - $8.31K
|
909
$149K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8New |
$6.47K - $7.38K
|
8
$1.31K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
8+ 57.14% |
$6.47K - $7.38K
|
22
$3.61K
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
8+ 1.33% |
$6.47K - $7.38K
|
610
$100K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 2.16% |
$6.47K - $7.38K
|
378
$62.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
8+ 0.52% |
$6.47K - $7.38K
|
1.55K
$254K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8+ 2.26% |
$6.47K - $7.38K
|
362
$59.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8+ 0.77% |
$6.47K - $7.38K
|
1.05K
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
8+ 0.39% |
$6.47K - $7.38K
|
2.07K
$340K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8+ 0.7% |
$6.47K - $7.38K
|
1.16K
$190K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 7.95% |
$5.66K - $6.46K
|
95
$15.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 31.82% |
$5.66K - $6.46K
|
29
$4.76K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
7+ 1.63% |
$5.66K - $6.46K
|
436
$71.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
7+ 0.25% |
$5.66K - $6.46K
|
2.84K
$466K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
7+ 0.47% |
$5.66K - $6.46K
|
1.5K
$247K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
7+ 24.14% |
$5.66K - $6.46K
|
36
$5.91K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
7+ 0.09% |
$5.66K - $6.46K
|
8.16K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7+ 1.35% |
$5.66K - $6.46K
|
526
$86.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
6+ 0.13% |
$4.85K - $5.54K
|
4.68K
$768K
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
6+ 0.85% |
$4.85K - $5.54K
|
715
$117K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
6+ 5.45% |
$4.85K - $5.54K
|
116
$19.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 2.16% |
$4.85K - $5.54K
|
284
$46.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 0.69% |
$4.85K - $5.54K
|
877
$144K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
6New |
$4.85K - $5.54K
|
6
$985
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6+ 2.23% |
$4.85K - $5.54K
|
275
$45.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.62% |
$4.04K - $4.61K
|
314
$51.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
5+ 0.92% |
$4.04K - $4.61K
|
547
$89.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5+ 0.45% |
$4.04K - $4.61K
|
1.11K
$182K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
5+ 0.5% |
$4.04K - $4.61K
|
1.01K
$165K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.58% |
$4.04K - $4.61K
|
321
$52.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5+ 0.76% |
$4.04K - $4.61K
|
664
$109K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
5New |
$4.04K - $4.61K
|
5
$821
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5New |
$4.04K - $4.61K
|
5
$821
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
5+ 1.45% |
$4.04K - $4.61K
|
349
$57.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
5+ 1.01% |
$4.04K - $4.61K
|
502
$82.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5New |
$4.04K - $4.61K
|
5
$821
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 0.54% |
$4.04K - $4.61K
|
934
$153K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5New |
$4.04K - $4.61K
|
5
$821
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 0.54% |
$4.04K - $4.61K
|
934
$153K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 1.08% |
$3.23K - $3.69K
|
376
$61.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4+ 0.97% |
$3.23K - $3.69K
|
418
$68.6K
|