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 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-25- 5.59% |
$20.2K - $23.1K
|
422
$95.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-25- 6.58% |
$20.2K - $23.1K
|
355
$80.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-25- 4.17% |
$20.2K - $23.1K
|
574
$130K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-25- 8.83% |
$20.2K - $23.1K
|
258
$58.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-26- 83.87% |
$21K - $24K
|
5
$1.13K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-26- 1.37% |
$21K - $24K
|
1.88K
$425K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-26- 7.54% |
$21K - $24K
|
319
$72.3K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.36% |
$21.8K - $24.9K
|
7.4K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-27- 0.87% |
$21.8K - $24.9K
|
3.07K
$695K
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-28- 0.36% |
$22.6K - $25.8K
|
7.85K
$1.78M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-28- 3.37% |
$22.6K - $25.8K
|
803
$182K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-28- 3.72% |
$22.6K - $25.8K
|
725
$164K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-28- 9.93% |
$22.6K - $25.8K
|
254
$57.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-28- 9.36% |
$22.6K - $25.8K
|
271
$61.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-29- 1.13% |
$23.4K - $26.8K
|
2.53K
$574K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-29- 49.15% |
$23.4K - $26.8K
|
30
$6.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-29- 1.91% |
$23.4K - $26.8K
|
1.49K
$338K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-29- 10.9% |
$23.4K - $26.8K
|
237
$53.7K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-29- 15.34% |
$23.4K - $26.8K
|
160
$36.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-30- 0.22% |
$24.3K - $27.7K
|
13.9K
$3.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-30- 4.29% |
$24.3K - $27.7K
|
670
$152K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-30- 2.65% |
$24.3K - $27.7K
|
1.1K
$250K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-30- 44.12% |
$24.3K - $27.7K
|
38
$8.62K
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-30- 0.52% |
$24.3K - $27.7K
|
5.77K
$1.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-30- 0.61% |
$24.3K - $27.7K
|
4.89K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-30- 6.96% |
$24.3K - $27.7K
|
401
$90.9K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-30- 6.2% |
$24.3K - $27.7K
|
454
$103K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-31- 2.4% |
$25.1K - $28.6K
|
1.26K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-31- 7.87% |
$25.1K - $28.6K
|
363
$82.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-32- 1.53% |
$25.9K - $29.5K
|
2.06K
$467K
|
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-32- 6.64% |
$25.9K - $29.5K
|
450
$102K
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-32- 10.03% |
$25.9K - $29.5K
|
287
$65.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-32- 3.44% |
$25.9K - $29.5K
|
899
$204K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-32- 1.13% |
$25.9K - $29.5K
|
2.8K
$634K
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-32- 6.96% |
$25.9K - $29.5K
|
428
$97K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-32- 5.12% |
$25.9K - $29.5K
|
593
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-33- 7.89% |
$26.7K - $30.5K
|
385
$87.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-33- 6.65% |
$26.7K - $30.5K
|
463
$105K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-33- 0.45% |
$26.7K - $30.5K
|
7.29K
$1.65M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-34- 2.38% |
$27.5K - $31.4K
|
1.4K
$317K
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-34- 8.48% |
$27.5K - $31.4K
|
367
$83.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-34- 10.0% |
$27.5K - $31.4K
|
306
$69.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-34- 1.3% |
$27.5K - $31.4K
|
2.58K
$585K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-34- 9.32% |
$27.5K - $31.4K
|
331
$75.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-34- 0.27% |
$27.5K - $31.4K
|
12.7K
$2.87M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-35- 2.06% |
$28.3K - $32.3K
|
1.67K
$378K
|
|
|
Oct 30, 2023
Q3 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-35- 10.77% |
$28.3K - $32.3K
|
290
$65.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-36- 3.93% |
$29.1K - $33.2K
|
879
$199K
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-36- 1.03% |
$29.1K - $33.2K
|
3.46K
$784K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-36- 2.62% |
$29.1K - $33.2K
|
1.34K
$303K
|