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
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 1.75% |
$808 - $923
|
58
$9.53K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1+ 0.27% |
$808 - $923
|
372
$61.1K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.08% |
$808 - $923
|
1.21K
$199K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1- 0.28% |
$808 - $923
|
351
$57.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1- 0.31% |
$808 - $923
|
325
$53.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1- 0.27% |
$808 - $923
|
374
$61.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1- 0.05% |
$808 - $923
|
1.84K
$302K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1- 0.23% |
$808 - $923
|
435
$71.4K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-2- 0.01% |
$1.62K - $1.85K
|
20.6K
$3.38M
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-2- 0.04% |
$1.62K - $1.85K
|
4.77K
$784K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-2- 0.1% |
$1.62K - $1.85K
|
2.04K
$334K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2- 0.19% |
$1.62K - $1.85K
|
1.05K
$173K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2- 0.82% |
$1.62K - $1.85K
|
242
$39.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-2- 0.36% |
$1.62K - $1.85K
|
555
$91.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2- 0.23% |
$1.62K - $1.85K
|
868
$143K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2- 0.37% |
$1.62K - $1.85K
|
543
$89.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-3- 0.99% |
$2.43K - $2.77K
|
300
$49.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 0.45% |
$2.43K - $2.77K
|
661
$109K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 1.09% |
$2.43K - $2.77K
|
273
$44.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3- 0.56% |
$2.43K - $2.77K
|
529
$86.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-3- 0.46% |
$2.43K - $2.77K
|
647
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3- 0.21% |
$2.43K - $2.77K
|
1.45K
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3- 0.96% |
$2.43K - $2.77K
|
311
$51.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Insight Folios Inc
|
SELL
|
- |
-4- 1.02% |
$3.23K - $3.69K
|
389
$63.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4- 0.95% |
$3.23K - $3.69K
|
417
$68.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-4- 10.53% |
$3.23K - $3.69K
|
34
$5.58K
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-4- 0.92% |
$3.23K - $3.69K
|
431
$70.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-4- 0.67% |
$3.23K - $3.69K
|
589
$96.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-4- 36.36% |
$3.23K - $3.69K
|
7
$1.15K
|
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-5- 0.58% |
$4.04K - $4.61K
|
863
$142K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-5- 0.95% |
$4.04K - $4.61K
|
523
$85.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-5- 50.0% |
$4.04K - $4.61K
|
5
$821
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.76% |
$4.04K - $4.61K
|
655
$108K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5- 0.35% |
$4.04K - $4.61K
|
1.41K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-5- 0.9% |
$4.04K - $4.61K
|
548
$90K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-5- 0.06% |
$4.04K - $4.61K
|
8.23K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5- 0.68% |
$4.04K - $4.61K
|
729
$120K
|
|
|
Nov 14, 2023
Q3 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.31% |
$4.04K - $4.61K
|
1.61K
$264K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-5- 2.07% |
$4.04K - $4.61K
|
237
$38.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-6- 0.26% |
$4.85K - $5.54K
|
2.34K
$384K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-6- 0.24% |
$4.85K - $5.54K
|
2.45K
$403K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-6- 0.17% |
$4.85K - $5.54K
|
3.49K
$573K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-6- 0.21% |
$4.85K - $5.54K
|
2.92K
$479K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-6- 0.48% |
$4.85K - $5.54K
|
1.25K
$205K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6- 1.93% |
$4.85K - $5.54K
|
305
$50.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-6- 0.23% |
$4.85K - $5.54K
|
2.61K
$429K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-6- 1.0% |
$4.85K - $5.54K
|
595
$97.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-6- 2.2% |
$4.85K - $5.54K
|
267
$43.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7- 1.81% |
$5.66K - $6.46K
|
379
$62.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-7- 5.83% |
$5.66K - $6.46K
|
113
$18.6K
|