Purchases and Sales Made in Q2 2023 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
429+ 5.27% |
$262K - $380K
|
8.57K
$2.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
429+ 16.14% |
$262K - $380K
|
3.09K
$755K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
426+ 21.71% |
$260K - $378K
|
2.39K
$584K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
423+ 22.61% |
$258K - $375K
|
2.29K
$561K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
423New |
$258K - $375K
|
423
$104K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
423+ 36.53% |
$258K - $375K
|
1.58K
$387K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
420New |
$256K - $372K
|
420
$103K
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
414New |
$253K - $367K
|
414
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
414New |
$253K - $367K
|
414
$101K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
411+ 14.59% |
$251K - $364K
|
3.23K
$790K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
404+ 5.99% |
$247K - $358K
|
7.15K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
403New |
$246K - $357K
|
403
$98.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
401New |
$245K - $355K
|
401
$98.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
401+ 50.25% |
$245K - $355K
|
1.2K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
400New |
$244K - $354K
|
400
$97.9K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
399New |
$243K - $354K
|
399
$97.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
394+ 10.66% |
$240K - $349K
|
4.09K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
393+ 60.37% |
$240K - $348K
|
1.04K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
390+ 64.14% |
$238K - $346K
|
998
$244K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
390+ 64.14% |
$238K - $346K
|
998
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
389New |
$237K - $345K
|
389
$95.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
385+ 26.03% |
$235K - $341K
|
1.86K
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
384+ 116.01% |
$234K - $340K
|
715
$175K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
380+ 27.74% |
$232K - $337K
|
1.75K
$428K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
378New |
$231K - $335K
|
378
$92.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
378+ 0.06% |
$231K - $335K
|
607K
$148M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
374New |
$228K - $331K
|
374
$91.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
374+ 1.99% |
$228K - $331K
|
19.2K
$4.69M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
374+ 26.71% |
$228K - $331K
|
1.77K
$434K
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
370New |
$226K - $328K
|
370
$90.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
367+ 8.02% |
$224K - $325K
|
4.95K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
366New |
$223K - $324K
|
366
$89.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
363+ 64.02% |
$221K - $322K
|
930
$228K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
362New |
$221K - $321K
|
362
$88.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
360+ 7.1% |
$220K - $319K
|
5.43K
$1.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
358New |
$218K - $317K
|
358
$87.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
354+ 2.16% |
$216K - $314K
|
16.7K
$4.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
354New |
$216K - $314K
|
354
$86.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
354New |
$216K - $314K
|
354
$86.6K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
354+ 3.57% |
$216K - $314K
|
10.3K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
350New |
$214K - $310K
|
350
$85.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
349+ 0.4% |
$213K - $309K
|
87.4K
$21.4M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
348New |
$212K - $308K
|
348
$85.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
346New |
$211K - $307K
|
346
$84.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
346New |
$211K - $307K
|
346
$84.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
345New |
$211K - $306K
|
345
$84.4K
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
344+ 6.91% |
$210K - $305K
|
5.32K
$1.3M
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
344+ 6.91% |
$210K - $305K
|
5.32K
$1.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
340+ 36.4% |
$207K - $301K
|
1.27K
$312K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
340New |
$207K - $301K
|
340
$83.2K
|