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 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-19- 3.6% |
$11.6K - $16.8K
|
509
$118K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-19- 0.23% |
$11.6K - $16.8K
|
8.29K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-19- 3.23% |
$11.6K - $16.8K
|
570
$132K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20- 1.8% |
$12.2K - $17.7K
|
1.09K
$253K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-20- 2.81% |
$12.2K - $17.7K
|
691
$160K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20- 2.17% |
$12.2K - $17.7K
|
900
$209K
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-20- 0.75% |
$12.2K - $17.7K
|
2.64K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-20- 6.04% |
$12.2K - $17.7K
|
311
$72.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
SELL
|
- |
-21- 0.9% |
$12.8K - $18.6K
|
2.31K
$535K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-21- 1.23% |
$12.8K - $18.6K
|
1.68K
$390K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-21- 0.56% |
$12.8K - $18.6K
|
3.71K
$860K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-21- 1.39% |
$12.8K - $18.6K
|
1.49K
$345K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-21- 4.49% |
$12.8K - $18.6K
|
447
$104K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-21- 6.18% |
$12.8K - $18.6K
|
319
$74K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-22- 1.36% |
$13.4K - $19.5K
|
1.6K
$370K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-22- 2.0% |
$13.4K - $19.5K
|
1.08K
$251K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-22- 0.36% |
$13.4K - $19.5K
|
6.08K
$1.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-22- 0.45% |
$13.4K - $19.5K
|
4.92K
$1.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-22- 2.88% |
$13.4K - $19.5K
|
743
$172K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-22- 2.93% |
$13.4K - $19.5K
|
728
$169K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-22- 2.76% |
$13.4K - $19.5K
|
774
$180K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-22- 7.03% |
$13.4K - $19.5K
|
291
$67.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-23- 1.56% |
$14K - $20.4K
|
1.46K
$338K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-23- 4.07% |
$14K - $20.4K
|
542
$126K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-23- 1.29% |
$14K - $20.4K
|
1.77K
$409K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-23- 0.65% |
$14K - $20.4K
|
3.52K
$816K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-24- 0.16% |
$14.6K - $21.3K
|
15.5K
$3.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-24- 0.73% |
$14.6K - $21.3K
|
3.28K
$760K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-24- 3.9% |
$14.6K - $21.3K
|
592
$137K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-24- 3.91% |
$14.6K - $21.3K
|
590
$137K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-24- 1.5% |
$14.6K - $21.3K
|
1.58K
$366K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-24- 7.45% |
$14.6K - $21.3K
|
298
$69.1K
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-24- 0.43% |
$14.6K - $21.3K
|
5.57K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-25- 3.56% |
$15.3K - $22.2K
|
678
$157K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-25- 1.61% |
$15.3K - $22.2K
|
1.52K
$353K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.69% |
$15.3K - $22.2K
|
1.45K
$337K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-25- 6.74% |
$15.3K - $22.2K
|
346
$80.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-25- 21.37% |
$15.3K - $22.2K
|
92
$21.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-25- 8.22% |
$15.3K - $22.2K
|
279
$64.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-25- 4.91% |
$15.3K - $22.2K
|
484
$112K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-25- 41.67% |
$15.3K - $22.2K
|
35
$8.12K
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-25- 7.94% |
$15.3K - $22.2K
|
290
$67.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-26- 0.33% |
$15.9K - $23K
|
7.88K
$1.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-26- 1.83% |
$15.9K - $23K
|
1.39K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-26- 1.31% |
$15.9K - $23K
|
1.96K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-26- 1.28% |
$15.9K - $23K
|
2.01K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-26- 0.9% |
$15.9K - $23K
|
2.88K
$667K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26- 23.01% |
$15.9K - $23K
|
87
$20.2K
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-26- 6.68% |
$15.9K - $23K
|
363
$84.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-27- 7.94% |
$16.5K - $23.9K
|
313
$72.6K
|