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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-117- 0.56% |
$64.8K - $75.3K
|
20.6K
$4.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-119- 0.06% |
$65.9K - $76.6K
|
202K
$46.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-122- 2.95% |
$67.5K - $78.5K
|
4.01K
$917K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-122- 18.68% |
$67.5K - $78.5K
|
531
$121K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-122- 4.58% |
$67.5K - $78.5K
|
2.54K
$580K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-123- 1.07% |
$68.1K - $79.2K
|
11.4K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-123- 5.21% |
$68.1K - $79.2K
|
2.24K
$511K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-125- 10.95% |
$69.2K - $80.5K
|
1.02K
$232K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-126- 1.29% |
$69.7K - $81.1K
|
9.67K
$2.21M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-127- 14.98% |
$70.3K - $81.8K
|
721
$165K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-127- 2.34% |
$70.3K - $81.8K
|
5.31K
$1.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-128- 27.06% |
$70.8K - $82.4K
|
345
$78.8K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-128- 17.73% |
$70.8K - $82.4K
|
594
$136K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-129- 6.05% |
$71.4K - $83K
|
2K
$458K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-131- 22.24% |
$72.5K - $84.3K
|
458
$105K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-131- 4.02% |
$72.5K - $84.3K
|
3.13K
$715K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-134- 1.84% |
$74.2K - $86.3K
|
7.16K
$1.64M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-135- 4.26% |
$74.7K - $86.9K
|
3.04K
$694K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-135- 88.24% |
$74.7K - $86.9K
|
18
$4.11K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-135- 0.36% |
$74.7K - $86.9K
|
37.7K
$8.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-140- 4.74% |
$77.5K - $90.1K
|
2.81K
$642K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-141- 28.54% |
$78K - $90.8K
|
353
$80.7K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-141- 7.2% |
$78K - $90.8K
|
1.82K
$415K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-142- 1.28% |
$78.6K - $91.4K
|
11K
$2.51M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-142- 6.75% |
$78.6K - $91.4K
|
1.96K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-143- 11.52% |
$79.1K - $92.1K
|
1.1K
$251K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-144- 3.73% |
$79.7K - $92.7K
|
3.71K
$848K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-144- 0.39% |
$79.7K - $92.7K
|
37K
$8.45M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-146- 20.14% |
$80.8K - $94K
|
579
$132K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-146- 1.65% |
$80.8K - $94K
|
8.7K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-147- 17.52% |
$81.4K - $94.6K
|
692
$158K
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-148- 4.0% |
$81.9K - $95.3K
|
3.55K
$812K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-148- 1.42% |
$81.9K - $95.3K
|
10.3K
$2.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-150- 31.25% |
$83K - $96.6K
|
330
$75.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-150- 29.76% |
$83K - $96.6K
|
354
$80.9K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-150- 56.82% |
$83K - $96.6K
|
114
$26.1K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-150- 0.62% |
$83K - $96.6K
|
24.2K
$5.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-151- 31.26% |
$83.6K - $97.2K
|
332
$75.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-151- 5.23% |
$83.6K - $97.2K
|
2.74K
$625K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-151- 19.89% |
$83.6K - $97.2K
|
608
$139K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-153- 18.91% |
$84.7K - $98.5K
|
656
$150K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-154- 25.33% |
$85.2K - $99.1K
|
454
$104K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-154- 8.35% |
$85.2K - $99.1K
|
1.69K
$386K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-154- 38.6% |
$85.2K - $99.1K
|
245
$56K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-154- 28.1% |
$85.2K - $99.1K
|
394
$90K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-154- 5.15% |
$85.2K - $99.1K
|
2.84K
$648K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-154- 8.28% |
$85.2K - $99.1K
|
1.71K
$390K
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-155- 3.63% |
$85.8K - $99.8K
|
4.12K
$942K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-157- 7.5% |
$86.9K - $101K
|
1.94K
$442K
|
|
|
May 02, 2023
Q1 2023
|
Torray LLC
|
SELL
|
- |
-159- 3.12% |
$88K - $102K
|
4.94K
$1.13M
|