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
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4+ 0.97% |
$3.23K - $3.69K
|
418
$66.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4+ 0.82% |
$3.23K - $3.69K
|
491
$78.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4+ 1.65% |
$3.23K - $3.69K
|
246
$39.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 18.18% |
$3.23K - $3.69K
|
26
$4.15K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
4+ 1.21% |
$3.23K - $3.69K
|
335
$53.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4+ 0.44% |
$3.23K - $3.69K
|
916
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
4New |
$3.23K - $3.69K
|
4
$639
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
4+ 0.96% |
$3.23K - $3.69K
|
420
$67.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
4+ 0.23% |
$3.23K - $3.69K
|
1.72K
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4New |
$3.23K - $3.69K
|
4
$639
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3+ 0.57% |
$2.43K - $2.77K
|
530
$84.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
3New |
$2.43K - $2.77K
|
3
$479
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 9.38% |
$2.43K - $2.77K
|
35
$5.59K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.42% |
$2.43K - $2.77K
|
714
$114K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
3+ 0.1% |
$2.43K - $2.77K
|
3.09K
$493K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3+ 1.07% |
$2.43K - $2.77K
|
283
$45.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
3+ 0.12% |
$2.43K - $2.77K
|
2.47K
$394K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
3+ 0.62% |
$2.43K - $2.77K
|
487
$77.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3+ 60.0% |
$2.43K - $2.77K
|
8
$1.28K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
3+ 0.1% |
$2.43K - $2.77K
|
2.9K
$462K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.3% |
$2.43K - $2.77K
|
1.01K
$161K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.26% |
$1.62K - $1.85K
|
758
$121K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
BUY
|
- |
2+ 0.6% |
$1.62K - $1.85K
|
334
$53.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.55% |
$1.62K - $1.85K
|
364
$58.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2+ 0.73% |
$1.62K - $1.85K
|
277
$44.2K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$1.62K - $1.85K
|
2
$319
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2+ 0.27% |
$1.62K - $1.85K
|
733
$117K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
2+ 33.33% |
$1.62K - $1.85K
|
8
$1.28K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
2+ 0.18% |
$1.62K - $1.85K
|
1.11K
$177K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.83% |
$1.62K - $1.85K
|
244
$39K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.4% |
$1.62K - $1.85K
|
499
$79.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2+ 0.48% |
$1.62K - $1.85K
|
420
$67.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2New |
$1.62K - $1.85K
|
2
$319
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2+ 2.38% |
$1.62K - $1.85K
|
86
$13.7K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 14.29% |
$1.62K - $1.85K
|
16
$2.55K
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1+ 0.4% |
$808 - $923
|
248
$39.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.4% |
$808 - $923
|
248
$39.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1+ 0.13% |
$808 - $923
|
756
$121K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1+ 0.24% |
$808 - $923
|
415
$66.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.41% |
$808 - $923
|
245
$39.1K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.05% |
$808 - $923
|
1.89K
$302K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.34% |
$808 - $923
|
299
$47.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1+ 0.39% |
$808 - $923
|
260
$41.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1+ 0.28% |
$808 - $923
|
355
$56.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.2% |
$808 - $923
|
502
$80.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.22% |
$808 - $923
|
83
$13.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
$808 - $923
|
4.4K
$702K
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1+ 0.21% |
$808 - $923
|
467
$74.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 1.19% |
$808 - $923
|
85
$13.6K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 16.67% |
$808 - $923
|
7
$1.12K
|