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 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
24+ 0.92% |
$14.6K - $21.3K
|
2.63K
$644K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
24+ 16.33% |
$14.6K - $21.3K
|
171
$41.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
24+ 1.46% |
$14.6K - $21.3K
|
1.67K
$408K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
24+ 15.0% |
$14.6K - $21.3K
|
184
$45K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
24+ 1.49% |
$14.6K - $21.3K
|
1.64K
$401K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
23+ 3.34% |
$14K - $20.4K
|
711
$174K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
23+ 1.54% |
$14K - $20.4K
|
1.51K
$370K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
23New |
$14K - $20.4K
|
23
$5.63K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
23+ 0.91% |
$14K - $20.4K
|
2.54K
$622K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
22+ 1.61% |
$13.4K - $19.5K
|
1.39K
$340K
|
|
|
Jul 25, 2023
Q2 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
22+ 0.25% |
$13.4K - $19.5K
|
8.87K
$2.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
22+ 4.14% |
$13.4K - $19.5K
|
553
$135K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
22+ 122.22% |
$13.4K - $19.5K
|
40
$9.79K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
21+ 4.41% |
$12.8K - $18.6K
|
497
$122K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
21+ 2.38% |
$12.8K - $18.6K
|
902
$221K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
21+ 0.45% |
$12.8K - $18.6K
|
4.66K
$1.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
21+ 3.72% |
$12.8K - $18.6K
|
586
$143K
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
BUY
|
- |
20+ 4.52% |
$12.2K - $17.7K
|
462
$113K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
20+ 0.04% |
$12.2K - $17.7K
|
47.3K
$11.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
20+ 0.6% |
$12.2K - $17.7K
|
3.33K
$816K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
20+ 0.01% |
$12.2K - $17.7K
|
223K
$54.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
20+ 4.12% |
$12.2K - $17.7K
|
506
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
20+ 0.64% |
$12.2K - $17.7K
|
3.13K
$766K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
20+ 2.05% |
$12.2K - $17.7K
|
994
$243K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
19+ 0.6% |
$11.6K - $16.8K
|
3.19K
$780K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
19+ 4.21% |
$11.6K - $16.8K
|
470
$115K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
18+ 0.36% |
$11K - $16K
|
4.96K
$1.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18+ 3.81% |
$11K - $16K
|
490
$120K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
18+ 1.71% |
$11K - $16K
|
1.07K
$262K
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
18+ 0.86% |
$11K - $16K
|
2.11K
$515K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
17New |
$10.4K - $15.1K
|
17
$4.16K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
17+ 0.7% |
$10.4K - $15.1K
|
2.46K
$602K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 1.56% |
$10.4K - $15.1K
|
1.1K
$270K
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
17+ 0.55% |
$10.4K - $15.1K
|
3.1K
$758K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
17+ 0.17% |
$10.4K - $15.1K
|
9.8K
$2.4M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
17+ 1.35% |
$10.4K - $15.1K
|
1.28K
$312K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
17+ 29.31% |
$10.4K - $15.1K
|
75
$18.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
17New |
$10.4K - $15.1K
|
17
$4.16K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
17+ 2.86% |
$10.4K - $15.1K
|
611
$150K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
16+ 3.09% |
$9.76K - $14.2K
|
534
$131K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 266.67% |
$9.76K - $14.2K
|
22
$5.38K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
16+ 1.43% |
$9.76K - $14.2K
|
1.14K
$278K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
16+ 0.07% |
$9.76K - $14.2K
|
24K
$5.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 7.73% |
$9.15K - $13.3K
|
209
$51.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
15+ 15.0% |
$9.15K - $13.3K
|
115
$28.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
15+ 4.39% |
$9.15K - $13.3K
|
357
$87.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.39% |
$9.15K - $13.3K
|
3.82K
$934K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
15+ 1.4% |
$9.15K - $13.3K
|
1.09K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.11% |
$9.15K - $13.3K
|
13.2K
$3.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
14+ 0.04% |
$8.54K - $12.4K
|
31.3K
$7.66M
|