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 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-15- 0.36% |
$12.1K - $13.8K
|
4.18K
$667K
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-15- 5.54% |
$12.1K - $13.8K
|
256
$40.9K
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-15- 2.9% |
$12.1K - $13.8K
|
502
$80.2K
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-15- 5.54% |
$12.1K - $13.8K
|
256
$40.9K
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
SELL
|
- |
-16- 0.14% |
$12.9K - $14.8K
|
11.8K
$1.88M
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-17- 2.5% |
$13.7K - $15.7K
|
664
$106K
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-17- 14.78% |
$13.7K - $15.7K
|
98
$15.6K
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-17- 1.23% |
$13.7K - $15.7K
|
1.37K
$218K
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-17- 3.11% |
$13.7K - $15.7K
|
530
$84.6K
|
|
Nov 29, 2023
Q3 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-17- 0.71% |
$13.7K - $15.7K
|
2.36K
$377K
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-18- 0.23% |
$14.6K - $16.6K
|
7.86K
$1.26M
|
|
Oct 31, 2023
Q3 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-18- 2.63% |
$14.6K - $16.6K
|
666
$106K
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-18- 1.42% |
$14.6K - $16.6K
|
1.25K
$200K
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-18- 2.05% |
$14.6K - $16.6K
|
861
$137K
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-18- 72.0% |
$14.6K - $16.6K
|
7
$1.12K
|
|
Oct 13, 2023
Q3 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-19- 4.17% |
$15.4K - $17.5K
|
437
$69.8K
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-19- 6.88% |
$15.4K - $17.5K
|
257
$41K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-19- 9.64% |
$15.4K - $17.5K
|
178
$28.4K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-19- 0.48% |
$15.4K - $17.5K
|
3.97K
$634K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-20- 4.76% |
$16.2K - $18.5K
|
400
$63.9K
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-20- 4.3% |
$16.2K - $18.5K
|
445
$71.1K
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-20- 8.66% |
$16.2K - $18.5K
|
211
$33.7K
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-20- 3.82% |
$16.2K - $18.5K
|
504
$80.5K
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-20- 6.6% |
$16.2K - $18.5K
|
283
$45.2K
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-20- 4.56% |
$16.2K - $18.5K
|
419
$66.9K
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
SELL
|
- |
-21- 2.99% |
$17K - $19.4K
|
682
$109K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 84.0% |
$17K - $19.4K
|
4
$639
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-21- 0.7% |
$17K - $19.4K
|
3K
$479K
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-21- 0.89% |
$17K - $19.4K
|
2.34K
$374K
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-21- 0.27% |
$17K - $19.4K
|
7.76K
$1.24M
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-21- 2.11% |
$17K - $19.4K
|
973
$155K
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-22- 2.9% |
$17.8K - $20.3K
|
737
$118K
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-22- 0.94% |
$17.8K - $20.3K
|
2.32K
$370K
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-22- 7.19% |
$17.8K - $20.3K
|
284
$45.3K
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-23- 6.34% |
$18.6K - $21.2K
|
340
$54.3K
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-23- 1.82% |
$18.6K - $21.2K
|
1.24K
$199K
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-23- 18.4% |
$18.6K - $21.2K
|
102
$16.3K
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-23- 3.17% |
$18.6K - $21.2K
|
703
$112K
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-23- 1.46% |
$18.6K - $21.2K
|
1.55K
$248K
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-23- 1.06% |
$18.6K - $21.2K
|
2.15K
$343K
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-24- 0.25% |
$19.4K - $22.1K
|
9.76K
$1.56M
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-25- 4.99% |
$20.2K - $23.1K
|
476
$76K
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-25- 5.59% |
$20.2K - $23.1K
|
422
$67.4K
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-25- 6.58% |
$20.2K - $23.1K
|
355
$56.7K
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-25- 4.17% |
$20.2K - $23.1K
|
574
$91.7K
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-25- 8.83% |
$20.2K - $23.1K
|
258
$41.2K
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-26- 83.87% |
$21K - $24K
|
5
$798
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-26- 1.37% |
$21K - $24K
|
1.88K
$300K
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-26- 7.54% |
$21K - $24K
|
319
$50.9K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.36% |
$21.8K - $24.9K
|
7.4K
$1.18M
|