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 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.07KNew |
$864K - $987K
|
1.07K
$176K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.05K+ 4.26% |
$849K - $969K
|
25.7K
$4.22M
|
|
Nov 14, 2023
Q3 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
1.05KNew |
$849K - $969K
|
1.05K
$172K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.05K+ 2.57% |
$848K - $968K
|
41.9K
$6.88M
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.04KNew |
$840K - $959K
|
1.04K
$171K
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.04K+ 145.17% |
$839K - $958K
|
1.75K
$288K
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
997New |
$806K - $920K
|
997
$164K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
992+ 32.89% |
$802K - $916K
|
4.01K
$658K
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
988New |
$799K - $912K
|
988
$162K
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
982New |
$794K - $906K
|
982
$161K
|
|
Nov 14, 2023
Q3 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
979+ 14.52% |
$791K - $904K
|
7.72K
$1.27M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
969New |
$783K - $894K
|
969
$159K
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
966New |
$781K - $892K
|
966
$159K
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
954New |
$771K - $880K
|
954
$157K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
941+ 27.62% |
$761K - $868K
|
4.35K
$714K
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
925+ 337.59% |
$748K - $854K
|
1.2K
$197K
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
917+ 4.97% |
$741K - $846K
|
19.4K
$3.18M
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
916+ 623.13% |
$740K - $845K
|
1.06K
$175K
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
909+ 8.59% |
$735K - $839K
|
11.5K
$1.89M
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
904+ 33.19% |
$731K - $834K
|
3.63K
$596K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
901New |
$728K - $832K
|
901
$148K
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
898New |
$726K - $829K
|
898
$147K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
892+ 6.46% |
$721K - $823K
|
14.7K
$2.41M
|
|
Nov 13, 2023
Q3 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
890+ 3.69% |
$719K - $821K
|
25K
$4.1M
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
882New |
$713K - $814K
|
882
$145K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
876+ 47.22% |
$708K - $808K
|
2.73K
$449K
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
863+ 20.4% |
$698K - $796K
|
5.09K
$837K
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
861+ 8.01% |
$696K - $795K
|
11.6K
$1.91M
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
BUY
|
- |
854New |
$690K - $788K
|
854
$140K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
847+ 6.02% |
$685K - $782K
|
14.9K
$2.45M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
843+ 19.32% |
$681K - $778K
|
5.21K
$855K
|
|
Nov 02, 2023
Q3 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
838+ 29.57% |
$677K - $773K
|
3.67K
$603K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
836+ 2.29% |
$676K - $772K
|
37.4K
$6.14M
|
|
Nov 14, 2023
Q3 2023
|
Albar Capital LTD
London, X0 |
BUY
|
- |
836New |
$676K - $772K
|
836
$137K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
832+ 8.61% |
$673K - $768K
|
10.5K
$1.72M
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
831+ 5.07% |
$672K - $767K
|
17.2K
$2.83M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
830+ 7.46% |
$671K - $766K
|
12K
$1.96M
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
828+ 14.9% |
$669K - $764K
|
6.39K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
826+ 115.52% |
$668K - $762K
|
1.54K
$253K
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
816+ 96.45% |
$660K - $753K
|
1.66K
$273K
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
805+ 4.4% |
$651K - $743K
|
19.1K
$3.13M
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
803+ 247.08% |
$649K - $741K
|
1.13K
$185K
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
788+ 9.2% |
$637K - $727K
|
9.36K
$1.54M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
772+ 35.91% |
$624K - $712K
|
2.92K
$480K
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
770+ 7.92% |
$622K - $711K
|
10.5K
$1.72M
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
BUY
|
- |
764+ 107.91% |
$618K - $705K
|
1.47K
$242K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
764+ 5.27% |
$618K - $705K
|
15.3K
$2.51M
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
756New |
$611K - $698K
|
756
$124K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
754+ 12.49% |
$610K - $696K
|
6.79K
$1.12M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
748+ 4.51% |
$605K - $690K
|
17.3K
$2.85M
|