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 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-59- 10.14% |
$47.7K - $54.5K
|
523
$85.9K
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-60- 3.73% |
$48.5K - $55.4K
|
1.55K
$255K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-60- 17.65% |
$48.5K - $55.4K
|
280
$46K
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-60- 2.16% |
$48.5K - $55.4K
|
2.72K
$446K
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-60- 2.03% |
$48.5K - $55.4K
|
2.89K
$475K
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-61- 3.35% |
$49.3K - $56.3K
|
1.76K
$289K
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-61- 15.17% |
$49.3K - $56.3K
|
341
$56K
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-62- 2.97% |
$50.1K - $57.2K
|
2.03K
$333K
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-63- 6.98% |
$50.9K - $58.1K
|
840
$138K
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-63- 7.02% |
$50.9K - $58.1K
|
835
$137K
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-63- 0.44% |
$50.9K - $58.1K
|
14.2K
$2.32M
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-63- 5.17% |
$50.9K - $58.1K
|
1.16K
$190K
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-63- 0.28% |
$50.9K - $58.1K
|
22.5K
$3.69M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-63- 27.51% |
$50.9K - $58.1K
|
166
$27.3K
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-64- 0.06% |
$51.7K - $59.1K
|
107K
$17.6M
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-64- 16.08% |
$51.7K - $59.1K
|
334
$54.9K
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-64- 5.94% |
$51.7K - $59.1K
|
1.01K
$167K
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-65- 3.36% |
$52.5K - $60K
|
1.87K
$307K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-65- 8.18% |
$52.5K - $60K
|
730
$120K
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-66- 0.89% |
$53.4K - $60.9K
|
7.39K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-66- 2.5% |
$53.4K - $60.9K
|
2.57K
$422K
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-67- 1.47% |
$54.2K - $61.8K
|
4.48K
$736K
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-68- 5.82% |
$55K - $62.8K
|
1.1K
$181K
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-69- 4.63% |
$55.8K - $63.7K
|
1.42K
$234K
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-70- 2.67% |
$56.6K - $64.6K
|
2.56K
$420K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-70- 3.34% |
$56.6K - $64.6K
|
2.02K
$332K
|
|
Oct 24, 2023
Q3 2023
|
Shaker Investments LLC
|
SELL
|
- |
-70- 1.09% |
$56.6K - $64.6K
|
6.38K
$1.05M
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-70- 1.1% |
$56.6K - $64.6K
|
6.28K
$1.03M
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-71- 0.32% |
$57.4K - $65.5K
|
21.9K
$3.59M
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-71- 3.51% |
$57.4K - $65.5K
|
1.95K
$320K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-73- 5.42% |
$59K - $67.4K
|
1.27K
$209K
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-74- 14.37% |
$59.8K - $68.3K
|
441
$72.4K
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-75- 26.5% |
$60.6K - $69.2K
|
208
$34.2K
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-75- 3.87% |
$60.6K - $69.2K
|
1.86K
$306K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-77- 20.32% |
$62.2K - $71.1K
|
302
$49.6K
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-77- 3.56% |
$62.2K - $71.1K
|
2.08K
$342K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-77- 1.15% |
$62.2K - $71.1K
|
6.61K
$1.09M
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-78- 1.98% |
$63.1K - $72K
|
3.86K
$633K
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-78- 3.62% |
$63.1K - $72K
|
2.08K
$341K
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-79- 19.32% |
$63.9K - $72.9K
|
330
$54.2K
|
|
Dec 06, 2023
Q3 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-79- 0.49% |
$63.9K - $72.9K
|
16K
$2.62M
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-81- 18.0% |
$65.5K - $74.8K
|
369
$60.6K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-81- 2.93% |
$65.5K - $74.8K
|
2.69K
$441K
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-81- 17.27% |
$65.5K - $74.8K
|
388
$63.7K
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-81- 0.22% |
$65.5K - $74.8K
|
37.5K
$6.16M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-82- 24.33% |
$66.3K - $75.7K
|
255
$41.9K
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-83- 6.4% |
$67.1K - $76.6K
|
1.21K
$199K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-83- 1.45% |
$67.1K - $76.6K
|
5.64K
$926K
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-83- 24.41% |
$67.1K - $76.6K
|
257
$42.2K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-84- 5.23% |
$67.9K - $77.5K
|
1.52K
$250K
|