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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
80+ 16.56% |
$34.2K - $46K
|
563
$92.5K
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
80+ 0.87% |
$34.2K - $46K
|
9.23K
$1.52M
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
80+ 6.45% |
$34.2K - $46K
|
1.32K
$217K
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
80+ 12.8% |
$34.2K - $46K
|
705
$116K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
79+ 0.72% |
$33.7K - $45.4K
|
11.1K
$1.83M
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
79+ 1.28% |
$33.7K - $45.4K
|
6.25K
$1.03M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
78+ 21.43% |
$33.3K - $44.8K
|
442
$72.6K
|
|
Feb 06, 2023
Q4 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
77+ 2.72% |
$32.9K - $44.2K
|
2.91K
$478K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
77+ 10.29% |
$32.9K - $44.2K
|
825
$135K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
77+ 1925.0% |
$32.9K - $44.2K
|
81
$13.3K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
76+ 11.41% |
$32.5K - $43.7K
|
742
$122K
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
76+ 1.55% |
$32.5K - $43.7K
|
4.99K
$820K
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
76+ 8.68% |
$32.5K - $43.7K
|
952
$156K
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
75+ 1.79% |
$32K - $43.1K
|
4.28K
$702K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
75+ 1.36% |
$32K - $43.1K
|
5.59K
$918K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
75+ 37.31% |
$32K - $43.1K
|
276
$45.3K
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
75+ 3.39% |
$32K - $43.1K
|
2.29K
$375K
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
75+ 2.52% |
$32K - $43.1K
|
3.05K
$500K
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
75+ 2.53% |
$32K - $43.1K
|
3.04K
$499K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
74+ 24.58% |
$31.6K - $42.5K
|
375
$61.6K
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
72+ 5.08% |
$30.8K - $41.4K
|
1.49K
$244K
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
71+ 3.66% |
$30.3K - $40.8K
|
2.01K
$330K
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
71+ 2.91% |
$30.3K - $40.8K
|
2.51K
$412K
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
69+ 6.45% |
$29.5K - $39.6K
|
1.14K
$187K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
69New |
$29.5K - $39.6K
|
69
$11.3K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
68+ 0.63% |
$29K - $39.1K
|
10.8K
$1.78M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
68+ 2.65% |
$29K - $39.1K
|
2.63K
$432K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
68+ 7.27% |
$29K - $39.1K
|
1K
$165K
|
|
Jan 11, 2023
Q4 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
67+ 1.85% |
$28.6K - $38.5K
|
3.68K
$604K
|
|
Jan 11, 2023
Q4 2022
|
Sara Bay Financial
|
BUY
|
- |
67+ 9.28% |
$28.6K - $38.5K
|
789
$130K
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
67+ 4.59% |
$28.6K - $38.5K
|
1.53K
$251K
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
67+ 4.24% |
$28.6K - $38.5K
|
1.65K
$270K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
66+ 4.26% |
$28.2K - $37.9K
|
1.62K
$265K
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
65+ 1.96% |
$27.8K - $37.3K
|
3.38K
$555K
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
65+ 13.37% |
$27.8K - $37.3K
|
551
$90.5K
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
65+ 1.08% |
$27.8K - $37.3K
|
6.11K
$1M
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
65+ 7.98% |
$27.8K - $37.3K
|
880
$145K
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
65+ 0.54% |
$27.8K - $37.3K
|
12.2K
$2M
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
64+ 7.69% |
$27.3K - $36.8K
|
896
$147K
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
63+ 2.14% |
$26.9K - $36.2K
|
3K
$493K
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
63+ 1.23% |
$26.9K - $36.2K
|
5.19K
$853K
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
63+ 1.15% |
$26.9K - $36.2K
|
5.52K
$907K
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
62+ 4.82% |
$26.5K - $35.6K
|
1.35K
$221K
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
BUY
|
- |
61+ 14.19% |
$26.1K - $35K
|
491
$80.6K
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
60+ 4.03% |
$25.6K - $34.5K
|
1.55K
$255K
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
60+ 400.0% |
$25.6K - $34.5K
|
75
$12.3K
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
59+ 5.92% |
$25.2K - $33.9K
|
1.06K
$173K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
58+ 8.72% |
$24.8K - $33.3K
|
723
$119K
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
58+ 8.45% |
$24.8K - $33.3K
|
744
$122K
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
58+ 1.08% |
$24.8K - $33.3K
|
5.42K
$889K
|