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
|
Wespac Advisors, LLC
|
BUY
|
- |
340New |
$207K - $301K
|
340
$83.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
339New |
$207K - $300K
|
339
$83K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
337New |
$206K - $299K
|
337
$82.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
337+ 2.51% |
$206K - $299K
|
13.8K
$3.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
334+ 2.22% |
$204K - $296K
|
15.4K
$3.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
333+ 13.27% |
$203K - $295K
|
2.84K
$696K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
331New |
$202K - $293K
|
331
$81K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
331+ 26.98% |
$202K - $293K
|
1.56K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
330+ 50.54% |
$201K - $292K
|
983
$241K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
329New |
$201K - $292K
|
329
$80.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
328New |
$200K - $291K
|
328
$80.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
328New |
$200K - $291K
|
328
$80.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
327+ 5.11% |
$200K - $290K
|
6.73K
$1.65M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
326New |
$199K - $289K
|
326
$79.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
325New |
$198K - $288K
|
325
$79.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
325+ 4.2% |
$198K - $288K
|
8.07K
$1.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
324New |
$198K - $287K
|
324
$79.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
324New |
$198K - $287K
|
324
$79.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
322New |
$196K - $285K
|
322
$78.8K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
320+ 3.24% |
$195K - $284K
|
10.2K
$2.49M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
320New |
$195K - $284K
|
320
$78.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
318New |
$194K - $282K
|
318
$77.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
316+ 6.08% |
$193K - $280K
|
5.51K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
314+ 0.34% |
$192K - $278K
|
92.6K
$22.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
314New |
$192K - $278K
|
314
$76.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
313New |
$191K - $277K
|
313
$76.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
313New |
$191K - $277K
|
313
$76.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
312New |
$190K - $276K
|
312
$76.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
312New |
$190K - $276K
|
312
$76.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
311New |
$190K - $276K
|
311
$76.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
311+ 2.03% |
$190K - $276K
|
15.6K
$3.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
309New |
$189K - $274K
|
309
$75.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
309New |
$189K - $274K
|
309
$75.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
307+ 24.15% |
$187K - $272K
|
1.58K
$386K
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
306New |
$187K - $271K
|
306
$74.9K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
305New |
$186K - $270K
|
305
$74.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
305New |
$186K - $270K
|
305
$74.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
305+ 10.05% |
$186K - $270K
|
3.34K
$817K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
303New |
$185K - $269K
|
303
$74.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
303New |
$185K - $269K
|
303
$74.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
BUY
|
- |
303New |
$185K - $269K
|
303
$74.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
300+ 15.03% |
$183K - $266K
|
2.3K
$562K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
300New |
$183K - $266K
|
300
$73.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
300New |
$183K - $266K
|
300
$73.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Robeco Schweiz Ag
|
BUY
|
- |
300+ 11.11% |
$183K - $266K
|
3K
$734K
|
|
|
Aug 14, 2023
Q2 2023
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
300New |
$183K - $266K
|
300
$73.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
299New |
$182K - $265K
|
299
$73.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
299New |
$182K - $265K
|
299
$73.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
298New |
$182K - $264K
|
298
$72.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
298New |
$182K - $264K
|
298
$72.9K
|