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 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
37+ 11.75% |
$22.6K - $32.8K
|
352
$86.1K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
37+ 5.27% |
$22.6K - $32.8K
|
739
$181K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
37+ 18.05% |
$22.6K - $32.8K
|
242
$59.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
36+ 6.06% |
$22K - $31.9K
|
630
$154K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
36+ 10.03% |
$22K - $31.9K
|
395
$96.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
36+ 59.02% |
$22K - $31.9K
|
97
$23.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
36+ 1.76% |
$22K - $31.9K
|
2.08K
$508K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
36+ 0.24% |
$22K - $31.9K
|
15.3K
$3.73M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
36+ 4.62% |
$22K - $31.9K
|
816
$200K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
35+ 10.29% |
$21.4K - $31K
|
375
$91.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
35New |
$21.4K - $31K
|
35
$8.56K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
35+ 35.0% |
$21.4K - $31K
|
135
$33K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
35+ 3.25% |
$21.4K - $31K
|
1.11K
$272K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
34+ 4.72% |
$20.7K - $30.1K
|
755
$185K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
34+ 6.53% |
$20.7K - $30.1K
|
555
$136K
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
33+ 1.8% |
$20.1K - $29.2K
|
1.87K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
33+ 1.32% |
$20.1K - $29.2K
|
2.53K
$618K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
32+ 4.75% |
$19.5K - $28.4K
|
705
$173K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
31+ 4.71% |
$18.9K - $27.5K
|
689
$169K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
31+ 1.27% |
$18.9K - $27.5K
|
2.46K
$603K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
31+ 3.02% |
$18.9K - $27.5K
|
1.06K
$258K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
31+ 0.54% |
$18.9K - $27.5K
|
5.82K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
31+ 4.48% |
$18.9K - $27.5K
|
723
$177K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
30+ 0.69% |
$18.3K - $26.6K
|
4.36K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 12.2% |
$18.3K - $26.6K
|
276
$67.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
30New |
$18.3K - $26.6K
|
30
$7.34K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
29+ 0.53% |
$17.7K - $25.7K
|
5.47K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
29+ 8.36% |
$17.7K - $25.7K
|
376
$92K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.79% |
$17.7K - $25.7K
|
3.72K
$909K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
29+ 1.72% |
$17.7K - $25.7K
|
1.71K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
29+ 6.71% |
$17.7K - $25.7K
|
461
$113K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
29+ 0.03% |
$17.7K - $25.7K
|
90.7K
$22.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
28+ 3.23% |
$17.1K - $24.8K
|
896
$219K
|
|
|
Jul 24, 2023
Q2 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
28+ 0.12% |
$17.1K - $24.8K
|
24K
$5.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
28+ 3.15% |
$17.1K - $24.8K
|
917
$224K
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
28+ 6.06% |
$17.1K - $24.8K
|
490
$120K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
27+ 11.02% |
$16.5K - $23.9K
|
272
$66.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27+ 2.75% |
$16.5K - $23.9K
|
1.01K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
27+ 1.06% |
$16.5K - $23.9K
|
2.57K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
27New |
$16.5K - $23.9K
|
27
$6.61K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
26+ 3.71% |
$15.9K - $23K
|
726
$178K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
26+ 8.15% |
$15.9K - $23K
|
345
$84.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
26+ 2.96% |
$15.9K - $23K
|
903
$221K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
26+ 2.87% |
$15.9K - $23K
|
931
$228K
|
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
26New |
$15.9K - $23K
|
26
$6.36K
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
25+ 0.03% |
$15.3K - $22.2K
|
81.7K
$20M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
25+ 0.57% |
$15.3K - $22.2K
|
4.39K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
25+ 2.36% |
$15.3K - $22.2K
|
1.08K
$265K
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
25+ 4.15% |
$15.3K - $22.2K
|
628
$154K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
25New |
$15.3K - $22.2K
|
25
$6.12K
|