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 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-342- 16.68% |
$276K - $316K
|
1.71K
$489K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-342- 36.73% |
$276K - $316K
|
589
$169K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-348- 17.39% |
$281K - $321K
|
1.65K
$474K
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-350- 22.44% |
$283K - $323K
|
1.21K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-354- 26.84% |
$286K - $327K
|
965
$276K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-356- 2.07% |
$288K - $329K
|
16.8K
$4.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-356- 3.66% |
$288K - $329K
|
9.36K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-358- 12.23% |
$289K - $330K
|
2.57K
$736K
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-365- 1.1% |
$295K - $337K
|
32.7K
$9.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-365- 25.26% |
$295K - $337K
|
1.08K
$309K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-368- 6.76% |
$297K - $340K
|
5.08K
$1.45M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-368- 2.15% |
$297K - $340K
|
16.7K
$4.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-369- 15.19% |
$298K - $341K
|
2.06K
$590K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-369- 19.04% |
$298K - $341K
|
1.57K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-369- 2.63% |
$298K - $341K
|
13.6K
$3.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-373- 39.51% |
$302K - $344K
|
571
$164K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-376- 59.12% |
$304K - $347K
|
260
$74.5K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-378- 28.55% |
$306K - $349K
|
946
$271K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-378- 15.8% |
$306K - $349K
|
2.01K
$577K
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
SELL
|
- |
-381- 5.85% |
$308K - $352K
|
6.13K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-383- 2.55% |
$310K - $353K
|
14.6K
$4.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-383- 2.15% |
$310K - $353K
|
17.5K
$5M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-384- 4.42% |
$310K - $354K
|
8.31K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-384- 3.01% |
$310K - $354K
|
12.4K
$3.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-387- 20.66% |
$313K - $357K
|
1.49K
$426K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-390- 2.04% |
$315K - $360K
|
18.8K
$5.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-392- 6.01% |
$317K - $362K
|
6.13K
$1.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-392- 32.0% |
$317K - $362K
|
833
$239K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-394- 7.57% |
$318K - $364K
|
4.81K
$1.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-396- 11.88% |
$320K - $365K
|
2.94K
$841K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-396- 48.18% |
$320K - $365K
|
426
$122K
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-404- 0.63% |
$327K - $373K
|
63.2K
$18.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-408- 5.62% |
$330K - $377K
|
6.86K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-414- 9.64% |
$335K - $382K
|
3.88K
$1.11M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-420- 7.3% |
$340K - $388K
|
5.33K
$1.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-423- 2.95% |
$342K - $390K
|
13.9K
$3.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-425- 6.61% |
$344K - $392K
|
6.01K
$1.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-429- 4.65% |
$347K - $396K
|
8.8K
$2.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-432- 39.96% |
$349K - $399K
|
649
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-432- 0.62% |
$349K - $399K
|
69.7K
$20M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-433- 15.47% |
$350K - $400K
|
2.37K
$678K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-434- 34.5% |
$351K - $401K
|
824
$236K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-435- 11.61% |
$352K - $401K
|
3.31K
$949K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-436- 10.74% |
$352K - $402K
|
3.62K
$1.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-440- 11.37% |
$356K - $406K
|
3.43K
$983K
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-444- 3.06% |
$359K - $410K
|
14K
$4.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-445- 19.6% |
$360K - $411K
|
1.83K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-445- 27.74% |
$360K - $411K
|
1.16K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-445- 10.49% |
$360K - $411K
|
3.8K
$1.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Edmp, Inc.
|
SELL
|
- |
-449- 5.34% |
$363K - $414K
|
7.97K
$2.28M
|