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
|
Mjp Associates Inc
|
SELL
|
- |
-376- 59.12% |
$304K - $347K
|
260
$41.5K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-378- 28.55% |
$306K - $349K
|
946
$151K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-378- 15.8% |
$306K - $349K
|
2.01K
$322K
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
SELL
|
- |
-381- 5.85% |
$308K - $352K
|
6.13K
$978K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-383- 2.55% |
$310K - $353K
|
14.6K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-383- 2.15% |
$310K - $353K
|
17.5K
$2.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-384- 4.42% |
$310K - $354K
|
8.31K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-384- 3.01% |
$310K - $354K
|
12.4K
$1.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-387- 20.66% |
$313K - $357K
|
1.49K
$237K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-390- 2.04% |
$315K - $360K
|
18.8K
$3M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-392- 6.01% |
$317K - $362K
|
6.13K
$979K
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-392- 32.0% |
$317K - $362K
|
833
$133K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-394- 7.57% |
$318K - $364K
|
4.81K
$768K
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-396- 11.88% |
$320K - $365K
|
2.94K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-396- 48.18% |
$320K - $365K
|
426
$68K
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-404- 0.63% |
$327K - $373K
|
63.2K
$10.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-408- 5.62% |
$330K - $377K
|
6.86K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-414- 9.64% |
$335K - $382K
|
3.88K
$619K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-420- 7.3% |
$340K - $388K
|
5.33K
$851K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-423- 2.95% |
$342K - $390K
|
13.9K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-425- 6.61% |
$344K - $392K
|
6.01K
$959K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-429- 4.65% |
$347K - $396K
|
8.8K
$1.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-432- 39.96% |
$349K - $399K
|
649
$104K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-432- 0.62% |
$349K - $399K
|
69.7K
$11.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-433- 15.47% |
$350K - $400K
|
2.37K
$378K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-434- 34.5% |
$351K - $401K
|
824
$132K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-435- 11.61% |
$352K - $401K
|
3.31K
$529K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-436- 10.74% |
$352K - $402K
|
3.62K
$578K
|
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-440- 11.37% |
$356K - $406K
|
3.43K
$548K
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-444- 3.06% |
$359K - $410K
|
14K
$2.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-445- 19.6% |
$360K - $411K
|
1.83K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-445- 27.74% |
$360K - $411K
|
1.16K
$185K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-445- 10.49% |
$360K - $411K
|
3.8K
$606K
|
|
|
Oct 23, 2023
Q3 2023
|
Edmp, Inc.
|
SELL
|
- |
-449- 5.34% |
$363K - $414K
|
7.97K
$1.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-450- 19.02% |
$364K - $415K
|
1.92K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-450- 12.34% |
$364K - $415K
|
3.2K
$511K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-453- 7.2% |
$366K - $418K
|
5.84K
$932K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-454- 40.21% |
$367K - $419K
|
675
$108K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-455- 13.86% |
$368K - $420K
|
2.83K
$451K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-458- 4.55% |
$370K - $423K
|
9.6K
$1.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-458- 25.15% |
$370K - $423K
|
1.36K
$218K
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-468- 8.55% |
$378K - $432K
|
5.01K
$799K
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-471- 11.66% |
$381K - $435K
|
3.57K
$570K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-472- 3.34% |
$382K - $436K
|
13.7K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Crescent Park Management, L.P.
East Palo Alto, CA |
SELL
|
- |
-478- 0.89% |
$386K - $441K
|
53.3K
$8.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-480- 1.2% |
$388K - $443K
|
39.4K
$6.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-484- 9.46% |
$391K - $447K
|
4.63K
$739K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-487- 6.19% |
$394K - $449K
|
7.38K
$1.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-488- 10.71% |
$394K - $450K
|
4.07K
$650K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-490- 0.44% |
$396K - $452K
|
110K
$17.5M
|