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
|
Bnc Wealth Management, LLC
|
BUY
|
- |
10+ 0.47% |
$4.27K - $5.74K
|
2.14K
$351K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
10+ 1.53% |
$4.27K - $5.74K
|
665
$109K
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
10+ 0.1% |
$4.27K - $5.74K
|
10.1K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10+ 1.83% |
$4.27K - $5.74K
|
555
$91.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
10+ 1.53% |
$4.27K - $5.74K
|
664
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
10+ 1.53% |
$4.27K - $5.74K
|
662
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.57% |
$4.27K - $5.74K
|
1.76K
$289K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10New |
$4.27K - $5.74K
|
10
$1.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
9+ 1.13% |
$3.84K - $5.17K
|
805
$132K
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
9+ 0.81% |
$3.84K - $5.17K
|
1.13K
$185K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9+ 1.4% |
$3.84K - $5.17K
|
651
$107K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 9.09% |
$3.84K - $5.17K
|
108
$17.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
9+ 1.3% |
$3.84K - $5.17K
|
700
$115K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
9+ 18.0% |
$3.84K - $5.17K
|
59
$9.69K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9+ 1.33% |
$3.84K - $5.17K
|
687
$113K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
9+ 0.18% |
$3.84K - $5.17K
|
4.92K
$807K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
8+ 1.0% |
$3.42K - $4.6K
|
812
$133K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
8+ 0.21% |
$3.42K - $4.6K
|
3.81K
$625K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
8+ 11.76% |
$3.42K - $4.6K
|
76
$12.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7+ 0.48% |
$2.99K - $4.02K
|
1.48K
$243K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 10.61% |
$2.99K - $4.02K
|
73
$12K
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
7+ 1.09% |
$2.99K - $4.02K
|
649
$107K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
6+ 0.81% |
$2.56K - $3.45K
|
744
$122K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
6+ 0.36% |
$2.56K - $3.45K
|
1.68K
$275K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6+ 1.0% |
$2.56K - $3.45K
|
605
$99.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6+ 0.63% |
$2.56K - $3.45K
|
958
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6+ 0.86% |
$2.56K - $3.45K
|
701
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
6+ 0.65% |
$2.56K - $3.45K
|
926
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6+ 3.02% |
$2.56K - $3.45K
|
205
$33.7K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6New |
$2.56K - $3.45K
|
6
$985
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
5+ 0.86% |
$2.14K - $2.87K
|
585
$96.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 7.69% |
$2.14K - $2.87K
|
70
$11.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
BUY
|
- |
5+ 1.08% |
$2.14K - $2.87K
|
468
$76.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.92% |
$2.14K - $2.87K
|
547
$89.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 29.41% |
$2.14K - $2.87K
|
22
$3.61K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
5+ 4.76% |
$2.14K - $2.87K
|
110
$18.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
5+ 0.9% |
$2.14K - $2.87K
|
559
$91.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5New |
$2.14K - $2.87K
|
5
$821
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
5+ 0.19% |
$2.14K - $2.87K
|
2.64K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
5New |
$2.14K - $2.87K
|
5
$821
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 12.82% |
$2.14K - $2.87K
|
44
$7.23K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 14.29% |
$2.14K - $2.87K
|
40
$6.57K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4+ 0.39% |
$1.71K - $2.3K
|
1.02K
$168K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4New |
$1.71K - $2.3K
|
4
$657
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
4+ 0.62% |
$1.71K - $2.3K
|
649
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
4+ 0.53% |
$1.71K - $2.3K
|
753
$124K
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
3+ 0.0% |
$1.28K - $1.72K
|
113K
$18.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.39% |
$1.28K - $1.72K
|
772
$127K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
3+ 0.42% |
$1.28K - $1.72K
|
712
$117K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3+ 0.45% |
$1.28K - $1.72K
|
668
$110K
|