Kovitz Investment Group Partners, LLC Broadcom Inc. Transaction History

Kovitz Investment Group Partners, LLC

$15 Billion
Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Broadcom Inc. stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 276,650 shares of AVGO stock, worth $62.1 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

276,650

Previous 22,879 1109.19%

Holding current value

$62.1 Million

Previous $36.7 Million 29.93%

% of portfolio

0.32%

Previous 0.35%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$136.27 - $1745.86 $34.6 Million - $443 Million	253,771 Added 1109.19%	276,650 $47.7 Million
Q2 2024 Aug 14, 2024	BUY	$1204.71 - $1828.87 $13.3 Million - $20.1 Million	11,007 Added 92.71%	22,879 $36.7 Million
Q1 2024 May 14, 2024	SELL	$1049.01 - $1407.01 $778,365 - $1.04 Million	-742 Reduced 5.88%	11,872 $15.7 Million
Q4 2023 Feb 07, 2024	SELL	$814.83 - $1147.0 $1.41 Million - $1.98 Million	-1,726 Reduced 12.04%	12,614 $14.1 Million
Q3 2023 Nov 09, 2023	SELL	$808.36 - $922.89 $244,933 - $279,635	-303 Reduced 2.07%	14,340 $11.9 Million
Q2 2023 Aug 08, 2023	SELL	$610.16 - $886.18 $2.64 Million - $3.84 Million	-4,329 Reduced 22.82%	14,643 $12.7 Million
Q1 2023 May 11, 2023	SELL	$553.48 - $643.71 $1.87 Million - $2.18 Million	-3,384 Reduced 15.14%	18,972 $12.2 Million
Q4 2022 Jan 19, 2023	BUY	$427.1 - $574.44 $183,225 - $246,434	429 Added 1.96%	22,356 $12.5 Million
Q3 2022 Nov 09, 2022	SELL	$444.01 - $1748.97 $91,910 - $362,036	-207 Reduced 0.94%	21,927 $9.74 Million
Q2 2022 Aug 02, 2022	BUY	$485.81 - $634.85 $259,422 - $339,009	534 Added 2.47%	22,134 $10.8 Million
Q1 2022 Apr 22, 2022	BUY	$533.23 - $670.92 $3.53 Million - $4.44 Million	6,622 Added 44.21%	21,600 $13.6 Million
Q4 2021 Feb 04, 2022	SELL	$475.95 - $674.28 $2.82 Million - $3.99 Million	-5,917 Reduced 28.32%	14,978 $6.56 Million
Q3 2021 Oct 28, 2021	SELL	$465.67 - $509.74 $155,999 - $170,762	-335 Reduced 1.58%	20,895 $10.1 Million
Q2 2021 Aug 04, 2021	BUY	$422.38 - $488.48 $2.52 Million - $2.92 Million	5,971 Added 39.13%	21,230 $10.1 Million
Q1 2021 May 06, 2021	BUY	$421.25 - $489.96 $118,371 - $137,678	281 Added 1.88%	15,259 $7.08 Million
Q4 2020 Feb 12, 2021	SELL	$347.21 - $437.85 $324,294 - $408,951	-934 Reduced 5.87%	14,978 $6.56 Million
Q3 2020 Nov 10, 2020	SELL	$305.79 - $375.01 $15,289 - $18,750	-50 Reduced 0.31%	15,912 $5.8 Million
Q2 2020 Aug 12, 2020	SELL	$223.63 - $318.71 $127,916 - $182,302	-572 Reduced 3.46%	15,962 $5.04 Million
Q1 2020 May 15, 2020	SELL	$167.87 - $324.7 $1.76 Million - $3.41 Million	-10,508 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$270.07 - $327.8 $2.84 Million - $3.44 Million	10,508 New	10,508 $3.32 Million
Q3 2019 Nov 14, 2019	SELL	$266.44 - $303.77 $758,021 - $864,225	-2,845 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$251.64 - $320.53 $715,915 - $911,907	2,845 New	2,845 $819,000

Others Institutions Holding AVGO

# of Institutions

3,739

Shares Held

2.98B

Call Options Held

78.6M

Put Options Held

82M

View Full List

About Broadcom Inc.

Ticker AVGO
Exchange NASDAQ
Sector Technology
Industry Semiconductors
Shares Outstandng 405,008,000
Market Cap $90.8B
Description
Broadcom Inc. designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates in two segments, Semiconductor Solutions and Infrastructure Software. It provides set-top box system-on-...

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Kovitz Investment Group Partners, LLC Broadcom Inc. Transaction History