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 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8- 1.13% |
$4.88K - $7.09K
|
703
$146K
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-8- 2.14% |
$4.88K - $7.09K
|
365
$75.7K
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-9- 0.27% |
$5.49K - $7.98K
|
3.38K
$701K
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-9- 6.72% |
$5.49K - $7.98K
|
125
$25.9K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9- 0.57% |
$5.49K - $7.98K
|
1.58K
$327K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-9- 0.73% |
$5.49K - $7.98K
|
1.22K
$253K
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-9- 47.37% |
$5.49K - $7.98K
|
10
$2.07K
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-9- 3.77% |
$5.49K - $7.98K
|
230
$47.7K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 2.26% |
$5.49K - $7.98K
|
389
$80.7K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-9- 21.95% |
$5.49K - $7.98K
|
32
$6.64K
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-10- 0.98% |
$6.1K - $8.86K
|
1.01K
$210K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-10- 1.88% |
$6.1K - $8.86K
|
521
$108K
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-10- 1.32% |
$6.1K - $8.86K
|
749
$155K
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-10- 4.35% |
$6.1K - $8.86K
|
220
$45.6K
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-10- 0.56% |
$6.1K - $8.86K
|
1.77K
$368K
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 0.73% |
$6.1K - $8.86K
|
1.36K
$282K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-10- 2.48% |
$6.1K - $8.86K
|
393
$81.5K
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-11- 2.41% |
$6.71K - $9.75K
|
446
$92.5K
|
|
Jul 20, 2023
Q2 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-11- 1.55% |
$6.71K - $9.75K
|
697
$145K
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-11- 0.27% |
$6.71K - $9.75K
|
4.03K
$836K
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-12- 1.66% |
$7.32K - $10.6K
|
709
$147K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-12- 2.56% |
$7.32K - $10.6K
|
457
$94.8K
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-13- 3.19% |
$7.93K - $11.5K
|
394
$81.7K
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13- 3.66% |
$7.93K - $11.5K
|
342
$70.9K
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-13- 1.96% |
$7.93K - $11.5K
|
650
$135K
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-13- 1.11% |
$7.93K - $11.5K
|
1.16K
$241K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-14- 45.16% |
$8.54K - $12.4K
|
17
$3.53K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-14- 3.5% |
$8.54K - $12.4K
|
386
$80K
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-14- 0.95% |
$8.54K - $12.4K
|
1.47K
$304K
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-14- 1.12% |
$8.54K - $12.4K
|
1.23K
$255K
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-15- 7.43% |
$9.15K - $13.3K
|
187
$38.8K
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-15- 0.45% |
$9.15K - $13.3K
|
3.35K
$694K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-15- 3.45% |
$9.15K - $13.3K
|
420
$87.1K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15- 2.52% |
$9.15K - $13.3K
|
581
$120K
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-15- 0.94% |
$9.15K - $13.3K
|
1.58K
$327K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-15- 4.6% |
$9.15K - $13.3K
|
311
$64.5K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-15- 11.63% |
$9.15K - $13.3K
|
114
$23.6K
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-16- 2.12% |
$9.76K - $14.2K
|
738
$153K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-16- 16.33% |
$9.76K - $14.2K
|
82
$17K
|
|
Jul 27, 2023
Q2 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-16- 0.39% |
$9.76K - $14.2K
|
4.09K
$848K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-16- 0.68% |
$9.76K - $14.2K
|
2.34K
$486K
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-17- 1.17% |
$10.4K - $15.1K
|
1.43K
$297K
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-17- 0.48% |
$10.4K - $15.1K
|
3.49K
$723K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-17- 40.48% |
$10.4K - $15.1K
|
25
$5.18K
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-17- 1.22% |
$10.4K - $15.1K
|
1.38K
$286K
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-18- 0.48% |
$11K - $16K
|
3.69K
$766K
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.18% |
$11K - $16K
|
9.98K
$2.07M
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-18- 2.47% |
$11K - $16K
|
712
$148K
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-18- 2.56% |
$11K - $16K
|
684
$142K
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-19- 3.6% |
$11.6K - $16.8K
|
509
$106K
|