Purchases and Sales Made in Q4 2021 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
110+ 0.5% |
$52.4K - $74.2K
|
22K
$5.28M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
110+ 7.97% |
$52.4K - $74.2K
|
1.49K
$357K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
110+ 0.41% |
$52.4K - $74.2K
|
27.1K
$6.49M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
110+ 14.99% |
$52.4K - $74.2K
|
844
$202K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
109+ 10.68% |
$51.9K - $73.5K
|
1.13K
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
109+ 4.16% |
$51.9K - $73.5K
|
2.73K
$655K
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
106+ 18.76% |
$50.5K - $71.5K
|
671
$161K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
106+ 1.15% |
$50.5K - $71.5K
|
9.36K
$2.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
106+ 2.49% |
$50.5K - $71.5K
|
4.36K
$1.05M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
104New |
$49.5K - $70.1K
|
104
$24.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
104+ 20.04% |
$49.5K - $70.1K
|
623
$149K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
104+ 472.73% |
$49.5K - $70.1K
|
126
$30.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Groesbeck Investment Management Corp
|
BUY
|
- |
102+ 2.71% |
$48.5K - $68.8K
|
3.87K
$927K
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
101+ 14.55% |
$48.1K - $68.1K
|
795
$191K
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
101+ 3.37% |
$48.1K - $68.1K
|
3.09K
$742K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
100+ 19.49% |
$47.6K - $67.4K
|
613
$147K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
100+ 4.09% |
$47.6K - $67.4K
|
2.55K
$610K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
100+ 10.52% |
$47.6K - $67.4K
|
1.05K
$252K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100New |
$47.6K - $67.4K
|
100
$24K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 1.67% |
$47.6K - $67.4K
|
6.1K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100+ 8.53% |
$47.6K - $67.4K
|
1.27K
$305K
|
|
|
Jan 25, 2022
Q4 2021
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
100+ 0.06% |
$47.6K - $67.4K
|
163K
$38.9M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
100New |
$47.6K - $67.4K
|
100
$24K
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
95+ 3.5% |
$45.2K - $64.1K
|
2.81K
$674K
|
|
|
Feb 14, 2022
Q4 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
94New |
$44.7K - $63.4K
|
94
$22.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
92+ 16.2% |
$43.8K - $62K
|
660
$158K
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
91+ 3.3% |
$43.3K - $61.4K
|
2.85K
$683K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
90+ 7.81% |
$42.8K - $60.7K
|
1.24K
$298K
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
90+ 4.04% |
$42.8K - $60.7K
|
2.32K
$555K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
86+ 15.93% |
$40.9K - $58K
|
626
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
86+ 18.26% |
$40.9K - $58K
|
557
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
86+ 5.25% |
$40.9K - $58K
|
1.72K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
85New |
$40.5K - $57.3K
|
85
$20.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
84+ 3.07% |
$40K - $56.6K
|
2.82K
$676K
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
83+ 5.35% |
$39.5K - $56K
|
1.63K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
83+ 6.23% |
$39.5K - $56K
|
1.42K
$339K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
82+ 2.27% |
$39K - $55.3K
|
3.69K
$885K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
80New |
$38.1K - $53.9K
|
80
$19.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
80+ 0.41% |
$38.1K - $53.9K
|
19.8K
$4.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
79+ 4.7% |
$37.6K - $53.3K
|
1.76K
$422K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
78+ 9.09% |
$37.1K - $52.6K
|
936
$224K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
78New |
$37.1K - $52.6K
|
78
$18.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
77+ 3.94% |
$36.6K - $51.9K
|
2.03K
$487K
|
|
|
Apr 01, 2024
Q4 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
77+ 1.46% |
$36.6K - $51.9K
|
5.37K
$1.29M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
76+ 59.84% |
$36.2K - $51.2K
|
203
$48.7K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
76+ 5.54% |
$36.2K - $51.2K
|
1.45K
$347K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
76+ 24.36% |
$36.2K - $51.2K
|
388
$93K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
76+ 0.68% |
$36.2K - $51.2K
|
11.3K
$2.71M
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
76+ 5.67% |
$36.2K - $51.2K
|
1.42K
$340K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
76+ 2.47% |
$36.2K - $51.2K
|
3.16K
$757K
|