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 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
748+ 4.51% |
$605K - $690K
|
17.3K
$3.84M
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
745+ 97.13% |
$602K - $688K
|
1.51K
$335K
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
742New |
$600K - $685K
|
742
$164K
|
|
Nov 06, 2023
Q3 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
741New |
$599K - $684K
|
741
$164K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
739+ 123.99% |
$597K - $682K
|
1.34K
$295K
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
736+ 182.63% |
$595K - $679K
|
1.14K
$252K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
735+ 19.27% |
$594K - $678K
|
4.55K
$1.01M
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
730+ 47.68% |
$590K - $674K
|
2.26K
$500K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
729+ 8.39% |
$589K - $673K
|
9.42K
$2.08M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
723+ 47.6% |
$584K - $667K
|
2.24K
$496K
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
720+ 85.31% |
$582K - $664K
|
1.56K
$346K
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
716+ 27.66% |
$579K - $661K
|
3.31K
$731K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
702+ 1.97% |
$567K - $648K
|
36.3K
$8.04M
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
701+ 27.97% |
$567K - $647K
|
3.21K
$710K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
698+ 63.98% |
$564K - $644K
|
1.79K
$396K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
698New |
$564K - $644K
|
698
$154K
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
697+ 16.93% |
$563K - $643K
|
4.81K
$1.07M
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
693New |
$560K - $640K
|
693
$153K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
692+ 1.76% |
$559K - $639K
|
39.9K
$8.84M
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
685New |
$554K - $632K
|
685
$152K
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
680+ 95.24% |
$550K - $628K
|
1.39K
$308K
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
678+ 38.22% |
$548K - $626K
|
2.45K
$543K
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
674New |
$545K - $622K
|
674
$149K
|
|
Nov 14, 2023
Q3 2023
|
Analog Century Management LP
New York, NY |
BUY
|
- |
673+ 1.87% |
$544K - $621K
|
36.6K
$8.1M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
661+ 150.91% |
$534K - $610K
|
1.1K
$243K
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
652+ 9.17% |
$527K - $602K
|
7.76K
$1.72M
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
BUY
|
- |
635+ 19.95% |
$513K - $586K
|
3.82K
$845K
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
633+ 1.1% |
$512K - $584K
|
58.4K
$12.9M
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
632+ 0.88% |
$511K - $583K
|
72.7K
$16.1M
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
632+ 97.38% |
$511K - $583K
|
1.28K
$283K
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
632New |
$511K - $583K
|
632
$140K
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
630+ 54.36% |
$509K - $581K
|
1.79K
$396K
|
|
Nov 21, 2023
Q3 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
629+ 73.91% |
$508K - $580K
|
1.48K
$327K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
623+ 69.92% |
$504K - $575K
|
1.51K
$335K
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
622New |
$503K - $574K
|
622
$138K
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
616+ 10.36% |
$498K - $569K
|
6.56K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
614+ 0.94% |
$496K - $567K
|
65.8K
$14.6M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
612New |
$495K - $565K
|
612
$135K
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
608+ 4.14% |
$491K - $561K
|
15.3K
$3.38M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
594+ 8.09% |
$480K - $548K
|
7.93K
$1.76M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
592New |
$479K - $546K
|
592
$131K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
591+ 15.9% |
$478K - $545K
|
4.31K
$953K
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
590+ 16.21% |
$477K - $545K
|
4.23K
$936K
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
589New |
$476K - $544K
|
589
$130K
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
586+ 114.9% |
$474K - $541K
|
1.1K
$243K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
583+ 24.85% |
$471K - $538K
|
2.93K
$648K
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
581+ 152.89% |
$470K - $536K
|
961
$213K
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
573+ 12.88% |
$463K - $529K
|
5.02K
$1.11M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
566+ 7.47% |
$458K - $522K
|
8.15K
$1.8M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
566+ 15.52% |
$458K - $522K
|
4.21K
$932K
|