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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
244New |
$149K - $216K
|
244
$59.7K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
244+ 4.14% |
$149K - $216K
|
6.13K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
243New |
$148K - $215K
|
243
$59.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
242New |
$148K - $214K
|
242
$59.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
242New |
$148K - $214K
|
242
$59.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
242+ 36.95% |
$148K - $214K
|
897
$219K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
241New |
$147K - $214K
|
241
$59K
|
|
|
Jul 19, 2023
Q2 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
240New |
$146K - $213K
|
240
$58.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
240+ 1.14% |
$146K - $213K
|
21.3K
$5.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
240New |
$146K - $213K
|
240
$58.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
239New |
$146K - $212K
|
239
$58.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
238New |
$145K - $211K
|
238
$58.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
238New |
$145K - $211K
|
238
$58.2K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
238New |
$145K - $211K
|
238
$58.2K
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
237New |
$145K - $210K
|
237
$58K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
235New |
$143K - $208K
|
235
$57.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
235New |
$143K - $208K
|
235
$57.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
235New |
$143K - $208K
|
235
$57.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
234+ 6.85% |
$143K - $207K
|
3.65K
$893K
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
234New |
$143K - $207K
|
234
$57.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
234+ 0.65% |
$143K - $207K
|
36.1K
$8.83M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
234+ 38.05% |
$143K - $207K
|
849
$208K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
233New |
$142K - $206K
|
233
$57K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
233+ 7.58% |
$142K - $206K
|
3.31K
$809K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
233New |
$142K - $206K
|
233
$57K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
232+ 6.67% |
$142K - $206K
|
3.71K
$908K
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
232New |
$142K - $206K
|
232
$56.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
232+ 44.53% |
$142K - $206K
|
753
$184K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
231New |
$141K - $205K
|
231
$56.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
231New |
$141K - $205K
|
231
$56.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
228+ 14.31% |
$139K - $202K
|
1.82K
$446K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
228+ 24.33% |
$139K - $202K
|
1.17K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
226+ 35.2% |
$138K - $200K
|
868
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
226+ 4.04% |
$138K - $200K
|
5.83K
$1.43M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
222+ 12.74% |
$135K - $197K
|
1.96K
$481K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
222+ 14.73% |
$135K - $197K
|
1.73K
$423K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
221+ 12.02% |
$135K - $196K
|
2.06K
$504K
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
220+ 7.58% |
$134K - $195K
|
3.12K
$764K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
220+ 38.26% |
$134K - $195K
|
795
$195K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
BUY
|
- |
220+ 67.9% |
$134K - $195K
|
544
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
220+ 69.4% |
$134K - $195K
|
537
$131K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
219New |
$134K - $194K
|
219
$53.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
216New |
$132K - $191K
|
216
$52.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
215+ 23.42% |
$131K - $191K
|
1.13K
$277K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
213+ 3.35% |
$130K - $189K
|
6.57K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Kirr Marbach & CO LLC
|
BUY
|
- |
205+ 0.91% |
$125K - $182K
|
22.7K
$5.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
205+ 3.54% |
$125K - $182K
|
5.99K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
204New |
$124K - $181K
|
204
$49.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
203+ 2.62% |
$124K - $180K
|
7.96K
$1.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
202+ 2.88% |
$123K - $179K
|
7.21K
$1.76M
|