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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
198+ 3.22% |
$160K - $183K
|
6.35K
$1.45M
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
198+ 25.58% |
$160K - $183K
|
972
$222K
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
196+ 14.85% |
$158K - $181K
|
1.52K
$346K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
196+ 19.82% |
$158K - $181K
|
1.19K
$271K
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
192+ 28.15% |
$155K - $177K
|
874
$200K
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
191+ 22.79% |
$154K - $176K
|
1.03K
$235K
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
190+ 30.25% |
$154K - $175K
|
818
$187K
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
190+ 2.73% |
$154K - $175K
|
7.15K
$1.63M
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
189+ 10.62% |
$153K - $174K
|
1.97K
$450K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
187+ 76.95% |
$151K - $173K
|
430
$98.3K
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
187+ 25.34% |
$151K - $173K
|
925
$211K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
185+ 5.05% |
$150K - $171K
|
3.85K
$879K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
184New |
$149K - $170K
|
184
$42K
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
183+ 9.32% |
$148K - $169K
|
2.15K
$491K
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
183+ 10.16% |
$148K - $169K
|
1.99K
$454K
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
182+ 21.26% |
$147K - $168K
|
1.04K
$237K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
182+ 19.7% |
$147K - $168K
|
1.11K
$253K
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
181+ 8.35% |
$146K - $167K
|
2.35K
$537K
|
|
Nov 14, 2023
Q3 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
180New |
$146K - $166K
|
180
$41.1K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
178New |
$144K - $164K
|
178
$40.7K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
176+ 3.33% |
$142K - $162K
|
5.46K
$1.25M
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
176+ 4.48% |
$142K - $162K
|
4.1K
$938K
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
176+ 14.43% |
$142K - $162K
|
1.4K
$319K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
176+ 1.38% |
$142K - $162K
|
12.9K
$2.95M
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
169+ 69.26% |
$137K - $156K
|
413
$94.4K
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
169+ 35.36% |
$137K - $156K
|
647
$148K
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
167+ 3.41% |
$135K - $154K
|
5.07K
$1.16M
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
166+ 21.01% |
$134K - $153K
|
956
$218K
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
164+ 10.63% |
$133K - $151K
|
1.71K
$390K
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
164+ 10.36% |
$133K - $151K
|
1.75K
$399K
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
163+ 0.21% |
$132K - $150K
|
78.7K
$18M
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
162+ 11.42% |
$131K - $150K
|
1.58K
$361K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
162+ 3.18% |
$131K - $150K
|
5.25K
$1.2M
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
161+ 21.82% |
$130K - $149K
|
899
$205K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
161+ 6.1% |
$130K - $149K
|
2.8K
$640K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
160+ 24.46% |
$129K - $148K
|
814
$186K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
159+ 4.04% |
$129K - $147K
|
4.09K
$935K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
159+ 32.19% |
$129K - $147K
|
653
$149K
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
159+ 29.89% |
$129K - $147K
|
691
$158K
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
158+ 58.09% |
$128K - $146K
|
430
$98.3K
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
157+ 6.59% |
$127K - $145K
|
2.54K
$580K
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
156+ 71.23% |
$126K - $144K
|
375
$85.7K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
156+ 1.62% |
$126K - $144K
|
9.79K
$2.24M
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
154+ 3.99% |
$124K - $142K
|
4.02K
$918K
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
154+ 7.65% |
$124K - $142K
|
2.17K
$495K
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
152+ 0.98% |
$123K - $140K
|
15.6K
$3.57M
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
152+ 23.79% |
$123K - $140K
|
791
$181K
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
152New |
$123K - $140K
|
152
$34.7K
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
152+ 2.61% |
$123K - $140K
|
5.97K
$1.36M
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
148+ 7.47% |
$120K - $137K
|
2.13K
$487K
|