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 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
140+ 7.8% |
$85.4K - $124K
|
1.94K
$474K
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
140+ 3.17% |
$85.4K - $124K
|
4.56K
$1.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
139+ 10.87% |
$84.8K - $123K
|
1.42K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
139+ 0.7% |
$84.8K - $123K
|
20K
$4.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
138+ 13.86% |
$84.2K - $122K
|
1.13K
$277K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
136New |
$83K - $121K
|
136
$33.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
136+ 5.61% |
$83K - $121K
|
2.56K
$626K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
134+ 3.69% |
$81.8K - $119K
|
3.76K
$921K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
133+ 15.22% |
$81.2K - $118K
|
1.01K
$246K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
133+ 16.81% |
$81.2K - $118K
|
924
$226K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
130+ 2.67% |
$79.3K - $115K
|
5.01K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
130+ 32.99% |
$79.3K - $115K
|
524
$128K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
129+ 9.0% |
$78.7K - $114K
|
1.56K
$382K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
128+ 31.68% |
$78.1K - $113K
|
532
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
128New |
$78.1K - $113K
|
128
$31.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
126+ 0.63% |
$76.9K - $112K
|
20.3K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
126+ 16.11% |
$76.9K - $112K
|
908
$222K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
125+ 0.25% |
$76.3K - $111K
|
49.4K
$12.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
125+ 4.45% |
$76.3K - $111K
|
2.94K
$718K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
125+ 6.12% |
$76.3K - $111K
|
2.17K
$530K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
125+ 21.19% |
$76.3K - $111K
|
715
$175K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
124+ 3.61% |
$75.7K - $110K
|
3.56K
$872K
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
BUY
|
- |
124+ 2.14% |
$75.7K - $110K
|
5.92K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
123+ 10.48% |
$75K - $109K
|
1.3K
$317K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
122+ 4.31% |
$74.4K - $108K
|
2.95K
$722K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
121+ 36.34% |
$73.8K - $107K
|
454
$111K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
121New |
$73.8K - $107K
|
121
$29.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
120+ 3.21% |
$73.2K - $106K
|
3.86K
$945K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
118+ 1.8% |
$72K - $105K
|
6.69K
$1.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
116+ 3.43% |
$70.8K - $103K
|
3.5K
$855K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
116+ 1.13% |
$70.8K - $103K
|
10.4K
$2.54M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
114+ 50.44% |
$69.6K - $101K
|
340
$83.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
112+ 10.23% |
$68.3K - $99.3K
|
1.21K
$295K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
111+ 4.92% |
$67.7K - $98.4K
|
2.37K
$579K
|
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
108+ 2.37% |
$65.9K - $95.7K
|
4.67K
$1.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
107+ 5.82% |
$65.3K - $94.8K
|
1.95K
$476K
|
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
105+ 0.4% |
$64.1K - $93K
|
26.2K
$6.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
103+ 5.23% |
$62.8K - $91.3K
|
2.07K
$508K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
102+ 242.86% |
$62.2K - $90.4K
|
144
$35.2K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
101+ 1.06% |
$61.6K - $89.5K
|
9.66K
$2.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
100+ 13.23% |
$61K - $88.6K
|
856
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
100+ 22.83% |
$61K - $88.6K
|
538
$132K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
99+ 29.38% |
$60.4K - $87.7K
|
436
$107K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
98+ 0.66% |
$59.8K - $86.8K
|
15K
$3.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
97+ 0.65% |
$59.2K - $86K
|
15K
$3.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
96+ 3.28% |
$58.6K - $85.1K
|
3.02K
$739K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
96+ 5.71% |
$58.6K - $85.1K
|
1.78K
$435K
|
|
|
Jul 06, 2023
Q2 2023
|
Green Alpha Advisors, LLC
|
BUY
|
- |
95+ 4.07% |
$58K - $84.2K
|
2.43K
$594K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
95+ 6.65% |
$58K - $84.2K
|
1.52K
$373K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
91+ 5.16% |
$55.5K - $80.6K
|
1.86K
$454K
|