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 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-42- 8.19% |
$25.6K - $37.2K
|
471
$97.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-43- 3.7% |
$26.2K - $38.1K
|
1.12K
$231K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-43- 2.8% |
$26.2K - $38.1K
|
1.49K
$308K
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-43- 7.15% |
$26.2K - $38.1K
|
558
$115K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-43- 0.94% |
$26.2K - $38.1K
|
4.55K
$938K
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-43- 5.02% |
$26.2K - $38.1K
|
814
$168K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-44- 55.7% |
$26.8K - $39K
|
35
$7.22K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-44- 1.73% |
$26.8K - $39K
|
2.5K
$515K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-44- 1.33% |
$26.8K - $39K
|
3.27K
$675K
|
|
|
Jun 14, 2024
Q2 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-44- 1.94% |
$26.8K - $39K
|
2.23K
$460K
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-45- 0.32% |
$27.5K - $39.9K
|
14.2K
$2.92M
|
|
|
Jul 14, 2023
Q2 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-45- 0.28% |
$27.5K - $39.9K
|
16K
$3.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-45- 1.4% |
$27.5K - $39.9K
|
3.18K
$656K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-45- 0.19% |
$27.5K - $39.9K
|
24.1K
$4.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-45- 7.53% |
$27.5K - $39.9K
|
553
$114K
|
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-45- 0.94% |
$27.5K - $39.9K
|
4.72K
$974K
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-46- 9.91% |
$28.1K - $40.8K
|
418
$86.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-47- 0.39% |
$28.7K - $41.7K
|
12.1K
$2.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-47- 3.0% |
$28.7K - $41.7K
|
1.52K
$314K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-48- 2.4% |
$29.3K - $42.5K
|
1.96K
$403K
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-48- 5.84% |
$29.3K - $42.5K
|
774
$160K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-48- 3.87% |
$29.3K - $42.5K
|
1.19K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-48- 3.09% |
$29.3K - $42.5K
|
1.51K
$311K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-49- 6.92% |
$29.9K - $43.4K
|
659
$136K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-49- 5.01% |
$29.9K - $43.4K
|
929
$192K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-49- 5.01% |
$29.9K - $43.4K
|
929
$192K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 4.92% |
$30.5K - $44.3K
|
966
$199K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-50- 2.86% |
$30.5K - $44.3K
|
1.7K
$351K
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-50- 2.16% |
$30.5K - $44.3K
|
2.27K
$468K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-50- 0.57% |
$30.5K - $44.3K
|
8.78K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-51- 12.53% |
$31.1K - $45.2K
|
356
$73.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-51- 4.55% |
$31.1K - $45.2K
|
1.07K
$221K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-52- 3.27% |
$31.7K - $46.1K
|
1.54K
$318K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-52- 6.24% |
$31.7K - $46.1K
|
782
$161K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-52- 1.58% |
$31.7K - $46.1K
|
3.24K
$669K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
SELL
|
- |
-53- 0.76% |
$32.3K - $47K
|
6.96K
$1.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-53- 16.21% |
$32.3K - $47K
|
274
$56.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-53- 16.41% |
$32.3K - $47K
|
270
$55.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-53- 2.6% |
$32.3K - $47K
|
1.98K
$409K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-54- 1.95% |
$32.9K - $47.9K
|
2.71K
$559K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-54- 0.07% |
$32.9K - $47.9K
|
76.7K
$15.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-54- 5.68% |
$32.9K - $47.9K
|
896
$185K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-55- 0.74% |
$33.6K - $48.7K
|
7.36K
$1.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-55- 13.38% |
$33.6K - $48.7K
|
356
$73.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-55- 15.11% |
$33.6K - $48.7K
|
309
$63.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
SELL
|
- |
-55- 34.38% |
$33.6K - $48.7K
|
105
$21.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-55- 2.96% |
$33.6K - $48.7K
|
1.8K
$372K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-55- 9.62% |
$33.6K - $48.7K
|
517
$107K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-55- 3.12% |
$33.6K - $48.7K
|
1.71K
$352K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-55- 17.46% |
$33.6K - $48.7K
|
260
$53.7K
|