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 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
31+ 2.67% |
$14.8K - $20.9K
|
1.19K
$286K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
30New |
$14.3K - $20.2K
|
30
$7.19K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
30+ 1.22% |
$14.3K - $20.2K
|
2.49K
$597K
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
30+ 0.27% |
$14.3K - $20.2K
|
11.1K
$2.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
30+ 0.83% |
$14.3K - $20.2K
|
3.66K
$878K
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
30+ 2.54% |
$14.3K - $20.2K
|
1.21K
$290K
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
30+ 2.45% |
$14.3K - $20.2K
|
1.25K
$301K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
30+ 22.56% |
$14.3K - $20.2K
|
163
$39.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
30+ 157.89% |
$14.3K - $20.2K
|
49
$11.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
29+ 3.47% |
$13.8K - $19.6K
|
864
$207K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
29+ 0.75% |
$13.8K - $19.6K
|
3.9K
$934K
|
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
29+ 3.33% |
$13.8K - $19.6K
|
900
$216K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
29+ 0.44% |
$13.8K - $19.6K
|
6.69K
$1.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
28+ 0.16% |
$13.3K - $18.9K
|
18K
$4.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
28+ 3.9% |
$13.3K - $18.9K
|
746
$179K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
27+ 135.0% |
$12.9K - $18.2K
|
47
$11.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
27+ 3.43% |
$12.9K - $18.2K
|
815
$195K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
27+ 0.44% |
$12.9K - $18.2K
|
6.15K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
27+ 0.54% |
$12.9K - $18.2K
|
5.07K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
27+ 1.38% |
$12.9K - $18.2K
|
1.99K
$476K
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
27+ 5.03% |
$12.9K - $18.2K
|
564
$135K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
27+ 0.19% |
$12.9K - $18.2K
|
14.6K
$3.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
26+ 0.31% |
$12.4K - $17.5K
|
8.4K
$2.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
26New |
$12.4K - $17.5K
|
26
$6.23K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
26New |
$12.4K - $17.5K
|
26
$6.23K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
26+ 4.13% |
$12.4K - $17.5K
|
655
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
25+ 0.98% |
$11.9K - $16.9K
|
2.59K
$620K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
25New |
$11.9K - $16.9K
|
25
$5.99K
|
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
25+ 0.78% |
$11.9K - $16.9K
|
3.25K
$778K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
24+ 3.97% |
$11.4K - $16.2K
|
629
$151K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
24New |
$11.4K - $16.2K
|
24
$5.75K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
24+ 800.0% |
$11.4K - $16.2K
|
27
$6.47K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
24+ 34.78% |
$11.4K - $16.2K
|
93
$22.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
24+ 4.1% |
$11.4K - $16.2K
|
610
$146K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
24New |
$11.4K - $16.2K
|
24
$5.75K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
23+ 3.72% |
$10.9K - $15.5K
|
641
$154K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22+ 27.85% |
$10.5K - $14.8K
|
101
$24.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
22+ 21.15% |
$10.5K - $14.8K
|
126
$30.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
22+ 19.64% |
$10.5K - $14.8K
|
134
$32.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
21New |
$9.99K - $14.2K
|
21
$5.03K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
21+ 140.0% |
$9.99K - $14.2K
|
36
$8.63K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
21New |
$9.99K - $14.2K
|
21
$5.03K
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
20New |
$9.52K - $13.5K
|
20
$4.79K
|
|
|
Feb 01, 2022
Q4 2021
|
Assenagon Asset Management S.A.
|
BUY
|
- |
20+ 0.55% |
$9.52K - $13.5K
|
3.62K
$869K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
20New |
$9.52K - $13.5K
|
20
$4.79K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
20New |
$9.52K - $13.5K
|
20
$4.79K
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
20+ 0.7% |
$9.52K - $13.5K
|
2.88K
$691K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
20+ 28.57% |
$9.52K - $13.5K
|
90
$21.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
20+ 19.23% |
$9.52K - $13.5K
|
124
$29.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
20+ 2.69% |
$9.52K - $13.5K
|
763
$183K
|