Purchases and Sales Made in Q1 2023 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q1 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 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-16- 1.58% |
$8.86K - $10.3K
|
996
$228K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-16- 0.8% |
$8.86K - $10.3K
|
1.99K
$454K
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-16- 0.85% |
$8.86K - $10.3K
|
1.86K
$425K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-16- 1.27% |
$8.86K - $10.3K
|
1.25K
$285K
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-17- 2.66% |
$9.41K - $10.9K
|
621
$142K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-17- 1.43% |
$9.41K - $10.9K
|
1.18K
$269K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-17- 0.58% |
$9.41K - $10.9K
|
2.93K
$670K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-17- 4.53% |
$9.41K - $10.9K
|
358
$81.9K
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-17- 0.79% |
$9.41K - $10.9K
|
2.13K
$488K
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-18- 1.54% |
$9.96K - $11.6K
|
1.15K
$263K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-18- 2.07% |
$9.96K - $11.6K
|
852
$195K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-18- 5.03% |
$9.96K - $11.6K
|
340
$77.8K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-18- 1.51% |
$9.96K - $11.6K
|
1.17K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-18- 1.42% |
$9.96K - $11.6K
|
1.25K
$286K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-19- 1.54% |
$10.5K - $12.2K
|
1.22K
$278K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-19- 3.01% |
$10.5K - $12.2K
|
613
$140K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19- 2.89% |
$10.5K - $12.2K
|
638
$146K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-20- 0.25% |
$11.1K - $12.9K
|
7.91K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-20- 3.15% |
$11.1K - $12.9K
|
614
$140K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-20- 2.61% |
$11.1K - $12.9K
|
745
$170K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-20- 7.94% |
$11.1K - $12.9K
|
232
$53.1K
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-20- 2.7% |
$11.1K - $12.9K
|
721
$165K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-20- 3.69% |
$11.1K - $12.9K
|
522
$119K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21- 10.19% |
$11.6K - $13.5K
|
185
$42.3K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-21- 3.68% |
$11.6K - $13.5K
|
549
$126K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-21- 15.44% |
$11.6K - $13.5K
|
115
$26.3K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-21- 5.01% |
$11.6K - $13.5K
|
398
$91K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21- 10.19% |
$11.6K - $13.5K
|
185
$42.3K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-22- 6.04% |
$12.2K - $14.2K
|
342
$78.2K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-23- 0.83% |
$12.7K - $14.8K
|
2.76K
$632K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-23- 0.46% |
$12.7K - $14.8K
|
4.94K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-23- 1.45% |
$12.7K - $14.8K
|
1.57K
$358K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-24- 1.47% |
$13.3K - $15.4K
|
1.61K
$369K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-25- 2.0% |
$13.8K - $16.1K
|
1.23K
$280K
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-26- 1.27% |
$14.4K - $16.7K
|
2.03K
$464K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-26- 6.52% |
$14.4K - $16.7K
|
373
$85.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-26- 5.56% |
$14.4K - $16.7K
|
442
$101K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-26- 1.84% |
$14.4K - $16.7K
|
1.39K
$318K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-26- 1.97% |
$14.4K - $16.7K
|
1.3K
$296K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-26- 0.69% |
$14.4K - $16.7K
|
3.73K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-26- 1.0% |
$14.4K - $16.7K
|
2.58K
$589K
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-26- 11.45% |
$14.4K - $16.7K
|
201
$46K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-26- 6.28% |
$14.4K - $16.7K
|
388
$88.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-27- 6.22% |
$14.9K - $17.4K
|
407
$93.1K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-27- 2.87% |
$14.9K - $17.4K
|
915
$209K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-27- 2.63% |
$14.9K - $17.4K
|
1K
$229K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-28- 0.86% |
$15.5K - $18K
|
3.25K
$742K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-28- 1.56% |
$15.5K - $18K
|
1.76K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-28- 3.89% |
$15.5K - $18K
|
692
$158K
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-29- 1.15% |
$16.1K - $18.7K
|
2.5K
$572K
|