Purchases and Sales Made in Q3 2023 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
566+ 7.47% |
$458K - $522K
|
8.15K
$1.9M
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
566+ 15.52% |
$458K - $522K
|
4.21K
$982K
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
561+ 111.31% |
$453K - $518K
|
1.07K
$248K
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
559+ 14.8% |
$452K - $516K
|
4.34K
$1.01M
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
558+ 5.42% |
$451K - $515K
|
10.8K
$2.53M
|
|
Nov 14, 2023
Q3 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
555+ 19.0% |
$449K - $512K
|
3.48K
$810K
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
552+ 117.95% |
$446K - $509K
|
1.02K
$238K
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
550+ 40.44% |
$445K - $508K
|
1.91K
$445K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
550New |
$445K - $508K
|
550
$128K
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
BUY
|
- |
550+ 18.33% |
$445K - $508K
|
3.55K
$827K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
545+ 22.16% |
$441K - $503K
|
3K
$700K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
545+ 27.4% |
$441K - $503K
|
2.53K
$591K
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
537New |
$434K - $496K
|
537
$125K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
537+ 1.83% |
$434K - $496K
|
29.8K
$6.95M
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
532+ 77.1% |
$430K - $491K
|
1.22K
$285K
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
532+ 80.73% |
$430K - $491K
|
1.19K
$278K
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
532New |
$430K - $491K
|
532
$124K
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
529+ 26.49% |
$428K - $488K
|
2.53K
$589K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
528+ 23.31% |
$427K - $487K
|
2.79K
$651K
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
525+ 169.35% |
$424K - $485K
|
835
$195K
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
523+ 12.79% |
$423K - $483K
|
4.61K
$1.07M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
523New |
$423K - $483K
|
523
$122K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
518New |
$419K - $478K
|
518
$121K
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
BUY
|
- |
515New |
$416K - $475K
|
515
$120K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
509+ 28.22% |
$411K - $470K
|
2.31K
$539K
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
509New |
$411K - $470K
|
509
$119K
|
|
Oct 11, 2023
Q3 2023
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
500+ 16.13% |
$404K - $461K
|
3.6K
$839K
|
|
Oct 23, 2023
Q3 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
500+ 5.61% |
$404K - $461K
|
9.41K
$2.19M
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
495+ 158.15% |
$400K - $457K
|
808
$188K
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
494+ 8.87% |
$399K - $456K
|
6.06K
$1.41M
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
493+ 15.04% |
$399K - $455K
|
3.77K
$879K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
489+ 36.2% |
$395K - $451K
|
1.84K
$429K
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
484New |
$391K - $447K
|
484
$113K
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
478+ 63.65% |
$386K - $441K
|
1.23K
$286K
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
474+ 8.73% |
$383K - $437K
|
5.9K
$1.38M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
472+ 13.42% |
$382K - $436K
|
3.99K
$930K
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
470New |
$380K - $434K
|
470
$110K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
468+ 8.03% |
$378K - $432K
|
6.29K
$1.47M
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
467New |
$378K - $431K
|
467
$109K
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
465New |
$376K - $429K
|
465
$108K
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
456+ 18.4% |
$369K - $421K
|
2.93K
$684K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
453+ 89.53% |
$366K - $418K
|
959
$223K
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
446+ 150.17% |
$361K - $412K
|
743
$173K
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
444+ 31.87% |
$359K - $410K
|
1.84K
$428K
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
443+ 28.43% |
$358K - $409K
|
2K
$466K
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
441+ 0.83% |
$356K - $407K
|
53.9K
$12.6M
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
441+ 12.27% |
$356K - $407K
|
4.04K
$940K
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
440New |
$356K - $406K
|
440
$103K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
440+ 5.82% |
$356K - $406K
|
7.99K
$1.86M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
432+ 41.38% |
$349K - $399K
|
1.48K
$344K
|