Purchases and Sales Made in Q4 2022 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q4 2022. 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 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
747New |
$319K - $429K
|
747
$214K
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
744+ 29.54% |
$318K - $427K
|
3.26K
$935K
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
741+ 5.24% |
$316K - $426K
|
14.9K
$4.26M
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
741New |
$316K - $426K
|
741
$212K
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
741New |
$316K - $426K
|
741
$212K
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
739New |
$316K - $425K
|
739
$212K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
730+ 8.75% |
$312K - $419K
|
9.07K
$2.6M
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
725+ 36.91% |
$310K - $416K
|
2.69K
$770K
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
724+ 147.45% |
$309K - $416K
|
1.22K
$348K
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
720New |
$308K - $414K
|
720
$206K
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
719New |
$307K - $413K
|
719
$206K
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
716+ 113.11% |
$306K - $411K
|
1.35K
$386K
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
708+ 27.56% |
$302K - $407K
|
3.28K
$939K
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
698+ 27.96% |
$298K - $401K
|
3.19K
$915K
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
695+ 14.47% |
$297K - $399K
|
5.5K
$1.58M
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
694+ 43.7% |
$296K - $399K
|
2.28K
$654K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
690+ 11.87% |
$295K - $396K
|
6.5K
$1.86M
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
686+ 9.63% |
$293K - $394K
|
7.81K
$2.24M
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
674+ 72.01% |
$288K - $387K
|
1.61K
$461K
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
672+ 56.61% |
$287K - $386K
|
1.86K
$533K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
672New |
$287K - $386K
|
672
$192K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
664+ 15.64% |
$284K - $381K
|
4.91K
$1.41M
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
662New |
$283K - $380K
|
662
$190K
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
647+ 6.0% |
$276K - $372K
|
11.4K
$3.28M
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
646+ 13.17% |
$276K - $371K
|
5.55K
$1.59M
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
644New |
$275K - $370K
|
644
$184K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
644+ 53.94% |
$275K - $370K
|
1.84K
$526K
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
643+ 1.41% |
$275K - $369K
|
46.3K
$13.3M
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
641+ 48.41% |
$274K - $368K
|
1.97K
$563K
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
641New |
$274K - $368K
|
641
$184K
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
637+ 69.09% |
$272K - $366K
|
1.56K
$447K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
630+ 8.21% |
$269K - $362K
|
8.31K
$2.38M
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
629New |
$269K - $361K
|
629
$180K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
629+ 75.97% |
$269K - $361K
|
1.46K
$417K
|
|
Feb 13, 2023
Q4 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
628New |
$268K - $361K
|
628
$180K
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
627New |
$268K - $360K
|
627
$180K
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
621+ 5.89% |
$265K - $357K
|
11.2K
$3.2M
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
619New |
$264K - $356K
|
619
$177K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
616+ 9.23% |
$263K - $354K
|
7.29K
$2.09M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
609+ 16.8% |
$260K - $350K
|
4.24K
$1.21M
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
608New |
$260K - $349K
|
608
$174K
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
608+ 48.87% |
$260K - $349K
|
1.85K
$531K
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
607+ 67.97% |
$259K - $349K
|
1.5K
$430K
|
|
Feb 14, 2023
Q4 2022
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
606New |
$259K - $348K
|
606
$174K
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
605New |
$258K - $348K
|
605
$173K
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
602New |
$257K - $346K
|
602
$172K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
594+ 4.04% |
$254K - $341K
|
15.3K
$4.39M
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
590+ 95.01% |
$252K - $339K
|
1.21K
$347K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
590New |
$252K - $339K
|
590
$169K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
590+ 5.11% |
$252K - $339K
|
12.1K
$3.48M
|