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 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-306- 4.5% |
$187K - $271K
|
6.5K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-308- 20.66% |
$188K - $273K
|
1.18K
$263K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-311- 6.55% |
$190K - $276K
|
4.44K
$987K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-313- 7.35% |
$191K - $277K
|
3.95K
$878K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-314- 0.48% |
$192K - $278K
|
65.5K
$14.6M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-314- 1.73% |
$192K - $278K
|
17.8K
$3.96M
|
|
|
Jul 27, 2023
Q2 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-316- 8.89% |
$193K - $280K
|
3.24K
$720K
|
|
|
Aug 14, 2023
Q2 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-325- 3.82% |
$198K - $288K
|
8.18K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-328- 23.41% |
$200K - $291K
|
1.07K
$239K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-329- 14.75% |
$201K - $292K
|
1.9K
$423K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-331- 3.56% |
$202K - $293K
|
8.97K
$2M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-331- 44.02% |
$202K - $293K
|
421
$93.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-332- 4.72% |
$203K - $294K
|
6.7K
$1.49M
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-336- 16.39% |
$205K - $298K
|
1.71K
$381K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-339- 20.6% |
$207K - $300K
|
1.31K
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-342- 6.08% |
$209K - $303K
|
5.29K
$1.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-343- 9.23% |
$209K - $304K
|
3.37K
$750K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-343- 2.58% |
$209K - $304K
|
13K
$2.88M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-343- 27.51% |
$209K - $304K
|
904
$201K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-344- 11.69% |
$210K - $305K
|
2.6K
$578K
|
|
|
Jul 18, 2023
Q2 2023
|
Paradiem, LLC
|
SELL
|
- |
-350- 4.3% |
$214K - $310K
|
7.79K
$1.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-351- 9.02% |
$214K - $311K
|
3.54K
$787K
|
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-359- 33.46% |
$219K - $318K
|
714
$159K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-361- 3.17% |
$220K - $320K
|
11K
$2.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-363- 19.55% |
$221K - $322K
|
1.49K
$332K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-365- 1.73% |
$223K - $323K
|
20.8K
$4.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-368- 3.81% |
$225K - $326K
|
9.3K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-369- 9.94% |
$225K - $327K
|
3.34K
$744K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-373- 41.68% |
$228K - $331K
|
522
$116K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-374- 6.59% |
$228K - $331K
|
5.3K
$1.18M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-374- 6.59% |
$228K - $331K
|
5.3K
$1.18M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-374- 12.71% |
$228K - $331K
|
2.57K
$571K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-379- 16.87% |
$231K - $336K
|
1.87K
$415K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-381- 15.39% |
$232K - $338K
|
2.09K
$466K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-382- 28.21% |
$233K - $339K
|
972
$216K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-383- 22.89% |
$234K - $339K
|
1.29K
$287K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-384- 14.26% |
$234K - $340K
|
2.31K
$513K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-386- 2.68% |
$236K - $342K
|
14K
$3.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-389- 3.99% |
$237K - $345K
|
9.36K
$2.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-393- 53.84% |
$240K - $348K
|
337
$75K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-395- 17.42% |
$241K - $350K
|
1.87K
$417K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-398- 24.83% |
$243K - $353K
|
1.21K
$268K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-400- 9.23% |
$244K - $354K
|
3.93K
$875K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-400- 3.08% |
$244K - $354K
|
12.6K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-402- 82.55% |
$245K - $356K
|
85
$18.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-409- 17.74% |
$250K - $362K
|
1.9K
$422K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-410- 79.61% |
$250K - $363K
|
105
$23.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-412- 1.57% |
$251K - $365K
|
25.8K
$5.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-415- 17.18% |
$253K - $368K
|
2K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-420- 9.63% |
$256K - $372K
|
3.94K
$876K
|