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 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.25% |
$610 - $886
|
394
$81.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$610 - $886
|
365
$75.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 4.17% |
$610 - $886
|
25
$5.18K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$610 - $886
|
4.11K
$852K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1- 0.1% |
$610 - $886
|
1K
$207K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 3.03% |
$610 - $886
|
32
$6.64K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1- 0.03% |
$610 - $886
|
3.34K
$692K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1- 0.18% |
$610 - $886
|
564
$117K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1- 0.3% |
$610 - $886
|
330
$68.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1- 0.07% |
$610 - $886
|
1.42K
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1- 0.04% |
$610 - $886
|
2.47K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-1- 0.06% |
$610 - $886
|
1.75K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1- 2.17% |
$610 - $886
|
45
$9.33K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-2- 0.02% |
$1.22K - $1.77K
|
10.9K
$2.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2- 0.3% |
$1.22K - $1.77K
|
662
$137K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2- 0.14% |
$1.22K - $1.77K
|
1.45K
$300K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2- 0.34% |
$1.22K - $1.77K
|
592
$123K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2- 12.5% |
$1.22K - $1.77K
|
14
$2.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-2- 0.61% |
$1.22K - $1.77K
|
326
$67.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 0.3% |
$1.22K - $1.77K
|
654
$136K
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-2- 0.5% |
$1.22K - $1.77K
|
398
$82.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-3- 3.9% |
$1.83K - $2.66K
|
74
$15.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 33.33% |
$1.83K - $2.66K
|
6
$1.24K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3- 0.93% |
$1.83K - $2.66K
|
318
$65.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3- 0.21% |
$1.83K - $2.66K
|
1.42K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Distillate Capital Partners LLC
|
SELL
|
- |
-3- 14.29% |
$1.83K - $2.66K
|
18
$3.73K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 4.48% |
$1.83K - $2.66K
|
64
$13.3K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-3- 0.1% |
$1.83K - $2.66K
|
2.89K
$600K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-4- 0.29% |
$2.44K - $3.54K
|
1.38K
$287K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-4- 1.21% |
$2.44K - $3.54K
|
326
$67.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-4- 0.13% |
$2.44K - $3.54K
|
3.07K
$636K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-4- 0.66% |
$2.44K - $3.54K
|
603
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-4- 0.5% |
$2.44K - $3.54K
|
802
$166K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-4Closed |
$2.44K - $3.54K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-5- 3.29% |
$3.05K - $4.43K
|
147
$30.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-5- 0.76% |
$3.05K - $4.43K
|
649
$135K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-5- 0.38% |
$3.05K - $4.43K
|
1.31K
$272K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5- 0.37% |
$3.05K - $4.43K
|
1.33K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-5- 0.34% |
$3.05K - $4.43K
|
1.45K
$300K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-6- 0.1% |
$3.66K - $5.32K
|
5.97K
$1.24M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-6- 0.17% |
$3.66K - $5.32K
|
3.49K
$724K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-6- 1.2% |
$3.66K - $5.32K
|
496
$103K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 12.07% |
$4.27K - $6.2K
|
51
$10.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7- 1.81% |
$4.27K - $6.2K
|
380
$78.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-7- 0.6% |
$4.27K - $6.2K
|
1.17K
$242K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-7- 2.07% |
$4.27K - $6.2K
|
331
$68.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-7- 1.16% |
$4.27K - $6.2K
|
599
$124K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-8- 2.32% |
$4.88K - $7.09K
|
337
$69.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-8- 6.3% |
$4.88K - $7.09K
|
119
$24.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-8- 0.48% |
$4.88K - $7.09K
|
1.66K
$344K
|