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 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-214- 3.52% |
$173K - $197K
|
5.86K
$935K
|
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-214- 5.76% |
$173K - $197K
|
3.5K
$559K
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-215- 2.17% |
$174K - $198K
|
9.7K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-216- 2.43% |
$175K - $199K
|
8.66K
$1.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-217- 3.69% |
$175K - $200K
|
5.67K
$905K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-219- 26.01% |
$177K - $202K
|
623
$99.5K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-220- 5.68% |
$178K - $203K
|
3.65K
$583K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-221- 1.33% |
$179K - $204K
|
16.4K
$2.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-222- 28.17% |
$179K - $205K
|
566
$90.4K
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-223- 0.6% |
$180K - $206K
|
37K
$5.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-223- 5.27% |
$180K - $206K
|
4.01K
$640K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-223- 2.28% |
$180K - $206K
|
9.55K
$1.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-225- 5.99% |
$182K - $208K
|
3.53K
$564K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-226- 16.65% |
$183K - $209K
|
1.13K
$181K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-228- 17.19% |
$184K - $210K
|
1.1K
$175K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-230- 1.21% |
$186K - $212K
|
18.7K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-232- 7.74% |
$188K - $214K
|
2.77K
$442K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-233- 17.9% |
$188K - $215K
|
1.07K
$171K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-234- 7.42% |
$189K - $216K
|
2.92K
$466K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-235- 0.76% |
$190K - $217K
|
30.9K
$4.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-235- 2.4% |
$190K - $217K
|
9.55K
$1.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-236- 8.04% |
$191K - $218K
|
2.7K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-237- 18.84% |
$192K - $219K
|
1.02K
$163K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-237- 5.96% |
$192K - $219K
|
3.74K
$597K
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-237Closed |
$192K - $219K
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-240- 5.96% |
$194K - $221K
|
3.78K
$604K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-242- 0.8% |
$196K - $223K
|
30.1K
$4.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-243- 20.54% |
$196K - $224K
|
940
$150K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-244- 4.96% |
$197K - $225K
|
4.67K
$746K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-246- 1.15% |
$199K - $227K
|
21.1K
$3.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-250- 15.83% |
$202K - $231K
|
1.33K
$212K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-250- 14.1% |
$202K - $231K
|
1.52K
$243K
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-251- 5.37% |
$203K - $232K
|
4.42K
$706K
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-253- 13.78% |
$205K - $233K
|
1.58K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-253- 0.96% |
$205K - $233K
|
26.1K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-257- 1.62% |
$208K - $237K
|
15.6K
$2.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-259- 12.67% |
$209K - $239K
|
1.79K
$285K
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-260- 0.84% |
$210K - $240K
|
30.7K
$4.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-261- 1.2% |
$211K - $241K
|
21.5K
$3.43M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-264- 2.52% |
$213K - $244K
|
10.2K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-265- 1.03% |
$214K - $245K
|
25.4K
$4.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-265- 12.05% |
$214K - $245K
|
1.94K
$309K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-265- 0.99% |
$214K - $245K
|
26.6K
$4.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-267- 2.57% |
$216K - $246K
|
10.1K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-273- 0.66% |
$221K - $252K
|
41.2K
$6.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-274- 2.65% |
$221K - $253K
|
10.1K
$1.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-278- 8.41% |
$225K - $257K
|
3.03K
$484K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-280- 9.86% |
$226K - $258K
|
2.56K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-280- 25.5% |
$226K - $258K
|
818
$131K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-280- 0.22% |
$226K - $258K
|
126K
$20.2M
|