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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-36- 7.35% |
$29.1K - $33.2K
|
454
$104K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-37- 1.75% |
$29.9K - $34.1K
|
2.08K
$475K
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-37- 2.32% |
$29.9K - $34.1K
|
1.56K
$356K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-37- 0.72% |
$29.9K - $34.1K
|
5.09K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-37- 1.29% |
$29.9K - $34.1K
|
2.84K
$649K
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-38- 0.32% |
$30.7K - $35.1K
|
11.7K
$2.68M
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-38- 0.98% |
$30.7K - $35.1K
|
3.85K
$881K
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-39- 3.76% |
$31.5K - $36K
|
999
$229K
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-40- 44.94% |
$32.3K - $36.9K
|
49
$11.2K
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-40- 4.14% |
$32.3K - $36.9K
|
926
$212K
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-41- 1.31% |
$33.1K - $37.8K
|
3.08K
$705K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-41- 3.81% |
$33.1K - $37.8K
|
1.04K
$237K
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-41- 3.47% |
$33.1K - $37.8K
|
1.14K
$261K
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-42- 1.62% |
$34K - $38.8K
|
2.56K
$585K
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-43- 1.22% |
$34.8K - $39.7K
|
3.48K
$795K
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-43- 6.22% |
$34.8K - $39.7K
|
648
$148K
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-43- 12.99% |
$34.8K - $39.7K
|
288
$65.9K
|
|
Oct 31, 2023
Q3 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-44- 1.01% |
$35.6K - $40.6K
|
4.3K
$984K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-44- 1.32% |
$35.6K - $40.6K
|
3.29K
$753K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-45- 3.16% |
$36.4K - $41.5K
|
1.38K
$316K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-45- 2.12% |
$36.4K - $41.5K
|
2.08K
$476K
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-45- 9.96% |
$36.4K - $41.5K
|
407
$93.1K
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-46- 12.17% |
$37.2K - $42.5K
|
332
$75.9K
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-48- 2.26% |
$38.8K - $44.3K
|
2.08K
$475K
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-48- 3.27% |
$38.8K - $44.3K
|
1.42K
$325K
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-48- 8.0% |
$38.8K - $44.3K
|
552
$126K
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-48- 1.65% |
$38.8K - $44.3K
|
2.87K
$656K
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-48- 7.86% |
$38.8K - $44.3K
|
563
$129K
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-48- 2.09% |
$38.8K - $44.3K
|
2.25K
$514K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-49- 96.08% |
$39.6K - $45.2K
|
2
$457
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-49- 5.27% |
$39.6K - $45.2K
|
881
$202K
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-49- 8.28% |
$39.6K - $45.2K
|
543
$124K
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-50- 5.58% |
$40.4K - $46.1K
|
846
$194K
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-50- 3.93% |
$40.4K - $46.1K
|
1.22K
$280K
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-50- 0.9% |
$40.4K - $46.1K
|
5.52K
$1.26M
|
|
Nov 08, 2023
Q3 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-50- 13.33% |
$40.4K - $46.1K
|
325
$74.3K
|
|
Nov 13, 2023
Q3 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-50- 0.94% |
$40.4K - $46.1K
|
5.25K
$1.2M
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-50- 9.88% |
$40.4K - $46.1K
|
456
$104K
|
|
Nov 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-50- 2.85% |
$40.4K - $46.1K
|
1.7K
$390K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-51- 7.82% |
$41.2K - $47.1K
|
601
$137K
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-51- 2.41% |
$41.2K - $47.1K
|
2.06K
$472K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-51- 1.02% |
$41.2K - $47.1K
|
4.95K
$1.13M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-52- 1.78% |
$42K - $48K
|
2.86K
$655K
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-52- 1.08% |
$42K - $48K
|
4.77K
$1.09M
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-53- 1.45% |
$42.8K - $48.9K
|
3.6K
$823K
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-53- 5.24% |
$42.8K - $48.9K
|
958
$219K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-53- 0.01% |
$42.8K - $48.9K
|
530K
$121M
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-54- 5.4% |
$43.7K - $49.8K
|
946
$216K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-54- 0.53% |
$43.7K - $49.8K
|
10.1K
$2.32M
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-55- 0.06% |
$44.5K - $50.8K
|
92.4K
$21.1M
|