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 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-84- 5.23% |
$67.9K - $77.5K
|
1.52K
$243K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-85- 1.32% |
$68.7K - $78.4K
|
6.38K
$1.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-85- 4.72% |
$68.7K - $78.4K
|
1.72K
$274K
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-85- 1.62% |
$68.7K - $78.4K
|
5.16K
$823K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-85- 3.96% |
$68.7K - $78.4K
|
2.06K
$329K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-86- 29.35% |
$69.5K - $79.4K
|
207
$33.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-87- 8.64% |
$70.3K - $80.3K
|
920
$147K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-87- 1.88% |
$70.3K - $80.3K
|
4.54K
$725K
|
|
|
Nov 14, 2023
Q3 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-87- 98.86% |
$70.3K - $80.3K
|
1
$160
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-88- 3.13% |
$71.1K - $81.2K
|
2.72K
$435K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-88- 5.08% |
$71.1K - $81.2K
|
1.65K
$263K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-88- 6.61% |
$71.1K - $81.2K
|
1.24K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-88- 6.95% |
$71.1K - $81.2K
|
1.18K
$188K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-88- 6.6% |
$71.1K - $81.2K
|
1.25K
$199K
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-89- 2.66% |
$71.9K - $82.1K
|
3.25K
$520K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-90- 0.94% |
$72.8K - $83.1K
|
9.52K
$1.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-91- 0.32% |
$73.6K - $84K
|
28.6K
$4.57M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-91- 25.56% |
$73.6K - $84K
|
265
$42.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-93- 9.42% |
$75.2K - $85.8K
|
894
$143K
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
SELL
|
- |
-93- 4.03% |
$75.2K - $85.8K
|
2.21K
$354K
|
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-93- 0.91% |
$75.2K - $85.8K
|
10.1K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-93- 0.84% |
$75.2K - $85.8K
|
11K
$1.76M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-95- 8.51% |
$76.8K - $87.7K
|
1.02K
$163K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-95- 1.45% |
$76.8K - $87.7K
|
6.47K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-95- 4.11% |
$76.8K - $87.7K
|
2.22K
$354K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-98- 0.47% |
$79.2K - $90.4K
|
20.6K
$3.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-98- 9.1% |
$79.2K - $90.4K
|
979
$156K
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-100- 28.99% |
$80.8K - $92.3K
|
245
$39.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-100- 1.39% |
$80.8K - $92.3K
|
7.07K
$1.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-100- 1.49% |
$80.8K - $92.3K
|
6.6K
$1.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-100- 0.43% |
$80.8K - $92.3K
|
23.1K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 9.43% |
$80.8K - $92.3K
|
960
$153K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-101- 1.79% |
$81.6K - $93.2K
|
5.56K
$887K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-102- 2.33% |
$82.5K - $94.1K
|
4.28K
$684K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-104- 19.19% |
$84.1K - $96K
|
438
$69.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-104- 6.7% |
$84.1K - $96K
|
1.45K
$231K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-104- 11.5% |
$84.1K - $96K
|
800
$128K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-105- 14.36% |
$84.9K - $96.9K
|
626
$100K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-107- 0.77% |
$86.5K - $98.7K
|
13.8K
$2.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-107- 3.09% |
$86.5K - $98.7K
|
3.36K
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-107- 6.37% |
$86.5K - $98.7K
|
1.57K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-107- 7.11% |
$86.5K - $98.7K
|
1.4K
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-109- 11.5% |
$88.1K - $101K
|
839
$134K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-110- 1.12% |
$88.9K - $102K
|
9.69K
$1.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-111- 2.39% |
$89.7K - $102K
|
4.52K
$722K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-115- 67.25% |
$93K - $106K
|
56
$8.94K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-116- 1.62% |
$93.8K - $107K
|
7.04K
$1.12M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-116- 1.72% |
$93.8K - $107K
|
6.64K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-118- 15.75% |
$95.4K - $109K
|
631
$101K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-120- 4.43% |
$97K - $111K
|
2.59K
$413K
|