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 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
6+ 1.12% |
$3.66K - $5.32K
|
542
$112K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6+ 1.12% |
$3.66K - $5.32K
|
544
$113K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
6+ 0.44% |
$3.66K - $5.32K
|
1.36K
$281K
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
6+ 7.32% |
$3.66K - $5.32K
|
88
$18.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
6New |
$3.66K - $5.32K
|
6
$1.24K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 31.58% |
$3.66K - $5.32K
|
25
$5.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
6+ 0.2% |
$3.66K - $5.32K
|
3K
$622K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5New |
$3.05K - $4.43K
|
5
$1.04K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5+ 0.42% |
$3.05K - $4.43K
|
1.19K
$247K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5+ 6.33% |
$3.05K - $4.43K
|
84
$17.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 7.69% |
$3.05K - $4.43K
|
70
$14.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5+ 0.74% |
$3.05K - $4.43K
|
683
$142K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5+ 0.01% |
$3.05K - $4.43K
|
51.8K
$10.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
5+ 6.94% |
$3.05K - $4.43K
|
77
$16K
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
5New |
$3.05K - $4.43K
|
5
$1.04K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 3.52% |
$3.05K - $4.43K
|
147
$30.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5New |
$3.05K - $4.43K
|
5
$1.04K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
5+ 0.22% |
$3.05K - $4.43K
|
2.3K
$476K
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.31% |
$3.05K - $4.43K
|
1.62K
$335K
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
BUY
|
- |
4+ 0.68% |
$2.44K - $3.54K
|
593
$123K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4+ 0.76% |
$2.44K - $3.54K
|
532
$110K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4+ 11.76% |
$2.44K - $3.54K
|
38
$7.88K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
4+ 0.27% |
$2.44K - $3.54K
|
1.47K
$305K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
3+ 0.32% |
$1.83K - $2.66K
|
933
$193K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3+ 0.16% |
$1.83K - $2.66K
|
1.84K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
3+ 2.34% |
$1.83K - $2.66K
|
131
$27.2K
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
2+ 0.61% |
$1.22K - $1.77K
|
332
$68.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
2+ 4.35% |
$1.22K - $1.77K
|
48
$9.95K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2+ 0.54% |
$1.22K - $1.77K
|
375
$77.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.54% |
$1.22K - $1.77K
|
370
$76.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.02% |
$1.22K - $1.77K
|
8.69K
$1.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
2+ 0.29% |
$1.22K - $1.77K
|
692
$143K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
2+ 0.26% |
$1.22K - $1.77K
|
771
$160K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2+ 0.33% |
$1.22K - $1.77K
|
602
$125K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.0% |
$1.22K - $1.77K
|
62K
$12.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2+ 0.03% |
$1.22K - $1.77K
|
7.88K
$1.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.16% |
$1.22K - $1.77K
|
1.26K
$261K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
2+ 0.09% |
$1.22K - $1.77K
|
2.25K
$466K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2+ 0.11% |
$1.22K - $1.77K
|
1.83K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.96% |
$1.22K - $1.77K
|
104
$21.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.13% |
$610 - $886
|
756
$157K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.59% |
$610 - $886
|
171
$35.5K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1+ 50.0% |
$610 - $886
|
3
$622
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1New |
$610 - $886
|
1
$207
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.31% |
$610 - $886
|
325
$67.4K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.83% |
$610 - $886
|
121
$25.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 1.15% |
$610 - $886
|
88
$18.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1+ 0.32% |
$610 - $886
|
318
$65.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1+ 0.26% |
$610 - $886
|
380
$78.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$610 - $886
|
2.27K
$471K
|