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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-280- 25.5% |
$226K - $258K
|
818
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-281- 1.07% |
$227K - $259K
|
26K
$4.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-283- 1.18% |
$229K - $261K
|
23.7K
$3.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-283- 15.29% |
$229K - $261K
|
1.57K
$250K
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
SELL
|
- |
-284- 22.59% |
$230K - $262K
|
973
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-290- 9.72% |
$234K - $268K
|
2.69K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-290- 0.65% |
$234K - $268K
|
44.4K
$7.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-293- 26.64% |
$237K - $270K
|
807
$129K
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-297- 1.71% |
$240K - $274K
|
17K
$2.72M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
SELL
|
- |
-299- 26.94% |
$242K - $276K
|
811
$129K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-299- 35.43% |
$242K - $276K
|
545
$87K
|
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-300- 4.52% |
$243K - $277K
|
6.34K
$1.01M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-300- 93.17% |
$243K - $277K
|
22
$3.51K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-303- 13.13% |
$245K - $280K
|
2.01K
$320K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-303- 2.07% |
$245K - $280K
|
14.3K
$2.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-308- 3.41% |
$249K - $284K
|
8.73K
$1.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Ninepoint Partners LP
|
SELL
|
- |
-309- 29.68% |
$250K - $285K
|
732
$117K
|
|
|
Oct 10, 2023
Q3 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-311- 2.2% |
$251K - $287K
|
13.8K
$2.21M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-312- 4.04% |
$252K - $288K
|
7.41K
$1.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-318- 9.14% |
$257K - $293K
|
3.16K
$505K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-320- 11.81% |
$259K - $295K
|
2.39K
$382K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-321- 2.08% |
$259K - $296K
|
15.1K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-321- 21.6% |
$259K - $296K
|
1.17K
$186K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-325- 31.99% |
$263K - $300K
|
691
$110K
|
|
|
Oct 12, 2023
Q3 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-327- 1.36% |
$264K - $302K
|
23.7K
$3.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-330- 4.62% |
$267K - $305K
|
6.82K
$1.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-331- 22.26% |
$268K - $305K
|
1.16K
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-331- 0.08% |
$268K - $305K
|
408K
$65.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-334- 43.15% |
$270K - $308K
|
440
$70.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-334- 57.49% |
$270K - $308K
|
247
$39.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-337- 5.84% |
$272K - $311K
|
5.43K
$868K
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-338- 3.85% |
$273K - $312K
|
8.45K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-341- 6.88% |
$276K - $315K
|
4.61K
$737K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-341- 25.77% |
$276K - $315K
|
982
$157K
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-342- 16.68% |
$276K - $316K
|
1.71K
$273K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-342- 36.73% |
$276K - $316K
|
589
$94K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-348- 17.39% |
$281K - $321K
|
1.65K
$264K
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-350- 22.44% |
$283K - $323K
|
1.21K
$193K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-354- 26.84% |
$286K - $327K
|
965
$154K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-356- 2.07% |
$288K - $329K
|
16.8K
$2.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-356- 3.66% |
$288K - $329K
|
9.36K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-358- 12.23% |
$289K - $330K
|
2.57K
$410K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-365- 1.1% |
$295K - $337K
|
32.7K
$5.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-365- 25.26% |
$295K - $337K
|
1.08K
$172K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-368- 6.76% |
$297K - $340K
|
5.08K
$810K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-368- 2.15% |
$297K - $340K
|
16.7K
$2.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-369- 15.19% |
$298K - $341K
|
2.06K
$329K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-369- 19.04% |
$298K - $341K
|
1.57K
$251K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-369- 2.63% |
$298K - $341K
|
13.6K
$2.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-373- 39.51% |
$302K - $344K
|
571
$91.2K
|