Purchases and Sales Made in Q4 2023 in Broadcom Inc. (AVGO)
This table provides information about the institutional ownership of Broadcom Inc. (AVGO) during Q4 2023. 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 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
842New |
$686K - $966K
|
842
$202K
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
840New |
$684K - $963K
|
840
$201K
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
839New |
$684K - $962K
|
839
$201K
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
833New |
$679K - $955K
|
833
$200K
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
826+ 14.23% |
$673K - $947K
|
6.63K
$1.59M
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
821New |
$669K - $942K
|
821
$197K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
815New |
$664K - $935K
|
815
$195K
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
810+ 18.23% |
$660K - $929K
|
5.25K
$1.26M
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
810New |
$660K - $929K
|
810
$194K
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
806New |
$657K - $924K
|
806
$193K
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
803+ 70.62% |
$654K - $921K
|
1.94K
$465K
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
801+ 99.5% |
$653K - $919K
|
1.61K
$385K
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
800+ 32.63% |
$652K - $918K
|
3.25K
$779K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
795New |
$648K - $912K
|
795
$191K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
794+ 28.43% |
$647K - $911K
|
3.59K
$860K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
793+ 4.64% |
$646K - $910K
|
17.9K
$4.28M
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
787New |
$641K - $903K
|
787
$189K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
787New |
$641K - $903K
|
787
$189K
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
767+ 3.41% |
$625K - $880K
|
23.2K
$5.57M
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
759+ 1.53% |
$618K - $871K
|
50.3K
$12.1M
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
749+ 18.56% |
$610K - $859K
|
4.78K
$1.15M
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
745+ 4.09% |
$607K - $855K
|
19K
$4.55M
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
729+ 4.89% |
$594K - $836K
|
15.6K
$3.75M
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
729+ 15.94% |
$594K - $836K
|
5.3K
$1.27M
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
724+ 1.17% |
$590K - $830K
|
62.7K
$15M
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
719+ 3.0% |
$586K - $825K
|
24.7K
$5.92M
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
717+ 125.57% |
$584K - $822K
|
1.29K
$309K
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
717+ 84.25% |
$584K - $822K
|
1.57K
$376K
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
713+ 27.91% |
$581K - $818K
|
3.27K
$783K
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
712+ 7.83% |
$580K - $817K
|
9.8K
$2.35M
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
706New |
$575K - $810K
|
706
$169K
|
|
Feb 14, 2024
Q4 2023
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
700New |
$570K - $803K
|
700
$168K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
698+ 90.41% |
$569K - $801K
|
1.47K
$352K
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
696+ 6.8% |
$567K - $798K
|
10.9K
$2.62M
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
693+ 98.58% |
$565K - $795K
|
1.4K
$335K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
691+ 4.08% |
$563K - $793K
|
17.6K
$4.22M
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
690New |
$562K - $791K
|
690
$165K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
690+ 0.44% |
$562K - $791K
|
159K
$38.1M
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
689New |
$561K - $790K
|
689
$165K
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
688New |
$561K - $789K
|
688
$165K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
688+ 20.39% |
$561K - $789K
|
4.06K
$974K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
684+ 25.05% |
$557K - $785K
|
3.42K
$819K
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
683+ 8.8% |
$557K - $783K
|
8.45K
$2.02M
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
682New |
$556K - $782K
|
682
$163K
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
677+ 48.5% |
$552K - $777K
|
2.07K
$497K
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
675New |
$550K - $774K
|
675
$162K
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
672+ 34.03% |
$548K - $771K
|
2.65K
$634K
|
|
Jan 04, 2024
Q4 2023
|
Fcf Advisors LLC
|
BUY
|
- |
665+ 14.87% |
$542K - $763K
|
5.14K
$1.23M
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
657New |
$535K - $754K
|
657
$157K
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
654+ 32.77% |
$533K - $750K
|
2.65K
$635K
|