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
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-7- 0.59% |
$5.66K - $6.46K
|
1.18K
$194K
|
|
|
Nov 07, 2023
Q3 2023
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-7- 0.04% |
$5.66K - $6.46K
|
18.2K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-7- 2.2% |
$5.66K - $6.46K
|
311
$51.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-8- 1.79% |
$6.47K - $7.38K
|
438
$71.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-8- 0.54% |
$6.47K - $7.38K
|
1.48K
$243K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-8- 0.38% |
$6.47K - $7.38K
|
2.12K
$348K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-8- 1.21% |
$6.47K - $7.38K
|
654
$107K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-8- 2.11% |
$6.47K - $7.38K
|
372
$61.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-8- 1.1% |
$6.47K - $7.38K
|
720
$118K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-9- 1.69% |
$7.28K - $8.31K
|
523
$85.9K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-9- 0.14% |
$7.28K - $8.31K
|
6.41K
$1.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-9- 2.89% |
$7.28K - $8.31K
|
302
$49.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-9- 3.47% |
$7.28K - $8.31K
|
250
$41.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-9- 0.52% |
$7.28K - $8.31K
|
1.71K
$281K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.93% |
$8.08K - $9.23K
|
1.07K
$176K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-10- 0.61% |
$8.08K - $9.23K
|
1.63K
$267K
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-10- 2.15% |
$8.08K - $9.23K
|
455
$74.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-10- 3.11% |
$8.08K - $9.23K
|
312
$51.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-10- 0.25% |
$8.08K - $9.23K
|
4.02K
$661K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10- 1.09% |
$8.08K - $9.23K
|
910
$149K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-10- 4.07% |
$8.08K - $9.23K
|
236
$38.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-10- 0.77% |
$8.08K - $9.23K
|
1.3K
$213K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-11- 0.6% |
$8.89K - $10.2K
|
1.82K
$299K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-11- 0.42% |
$8.89K - $10.2K
|
2.62K
$430K
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-11- 1.85% |
$8.89K - $10.2K
|
582
$95.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-11- 0.59% |
$8.89K - $10.2K
|
1.86K
$305K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-11- 3.15% |
$8.89K - $10.2K
|
338
$55.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-11- 1.37% |
$8.89K - $10.2K
|
791
$130K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 23.53% |
$9.7K - $11.1K
|
39
$6.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-12- 4.44% |
$9.7K - $11.1K
|
258
$42.4K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 2.15% |
$9.7K - $11.1K
|
547
$89.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-12- 3.88% |
$9.7K - $11.1K
|
297
$48.8K
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-12- 3.26% |
$9.7K - $11.1K
|
356
$58.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-12- 0.09% |
$9.7K - $11.1K
|
13.1K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-12- 0.47% |
$9.7K - $11.1K
|
2.53K
$415K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-12- 4.67% |
$9.7K - $11.1K
|
245
$40.2K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12- 12.9% |
$9.7K - $11.1K
|
81
$13.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-13- 0.28% |
$10.5K - $12K
|
4.64K
$762K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-13- 0.52% |
$10.5K - $12K
|
2.48K
$408K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-13- 4.61% |
$10.5K - $12K
|
269
$44.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-13- 0.78% |
$10.5K - $12K
|
1.65K
$270K
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-13- 0.56% |
$10.5K - $12K
|
2.32K
$381K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-13- 0.32% |
$10.5K - $12K
|
4.1K
$673K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-13- 3.51% |
$10.5K - $12K
|
357
$58.6K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-14- 1.5% |
$11.3K - $12.9K
|
919
$151K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-14- 14.14% |
$11.3K - $12.9K
|
85
$14K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-15- 0.52% |
$12.1K - $13.8K
|
2.87K
$471K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-15- 1.38% |
$12.1K - $13.8K
|
1.08K
$177K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-15- 0.2% |
$12.1K - $13.8K
|
7.39K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-15- 0.36% |
$12.1K - $13.8K
|
4.18K
$686K
|