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 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
654New |
$533K - $750K
|
654
$157K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
647New |
$527K - $742K
|
647
$155K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
646+ 3.88% |
$526K - $741K
|
17.3K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
646New |
$526K - $741K
|
646
$155K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
643+ 1.75% |
$524K - $738K
|
37.4K
$8.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
642+ 145.58% |
$523K - $736K
|
1.08K
$260K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
639+ 8.53% |
$521K - $733K
|
8.13K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
638New |
$520K - $732K
|
638
$153K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
637+ 46.56% |
$519K - $731K
|
2.01K
$481K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
637+ 21.97% |
$519K - $731K
|
3.54K
$848K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
637+ 7.98% |
$519K - $731K
|
8.62K
$2.07M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
632New |
$515K - $725K
|
632
$151K
|
|
|
Jan 12, 2024
Q4 2023
|
Nat West Group PLC
|
BUY
|
- |
631+ 8.23% |
$514K - $724K
|
8.3K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
618+ 1.51% |
$504K - $709K
|
41.5K
$9.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
611+ 88.29% |
$498K - $701K
|
1.3K
$312K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
611New |
$498K - $701K
|
611
$146K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
602+ 30.08% |
$491K - $690K
|
2.6K
$624K
|
|
|
Jan 11, 2024
Q4 2023
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
600+ 46.15% |
$489K - $688K
|
1.9K
$455K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
600New |
$489K - $688K
|
600
$144K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
600New |
$489K - $688K
|
600
$144K
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
600New |
$489K - $688K
|
600
$144K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
599+ 9.45% |
$488K - $687K
|
6.94K
$1.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
594+ 27.89% |
$484K - $681K
|
2.72K
$653K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
593+ 20.68% |
$483K - $680K
|
3.46K
$830K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
593+ 644.57% |
$483K - $680K
|
685
$164K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
591New |
$482K - $678K
|
591
$142K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
591+ 0.6% |
$482K - $678K
|
98.6K
$23.6M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
591New |
$482K - $678K
|
591
$142K
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
588New |
$479K - $674K
|
588
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
587New |
$478K - $673K
|
587
$141K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
585+ 10.71% |
$477K - $671K
|
6.05K
$1.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
585+ 191.18% |
$477K - $671K
|
891
$214K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
582+ 31.32% |
$474K - $668K
|
2.44K
$585K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
579+ 103.39% |
$472K - $664K
|
1.14K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
577New |
$470K - $662K
|
577
$138K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
576New |
$469K - $661K
|
576
$138K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
571+ 5.61% |
$465K - $655K
|
10.8K
$2.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
558+ 56.82% |
$455K - $640K
|
1.54K
$369K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
558+ 56.82% |
$455K - $640K
|
1.54K
$369K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
BUY
|
- |
551+ 2.4% |
$449K - $632K
|
23.5K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
551New |
$449K - $632K
|
551
$132K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
545+ 18.17% |
$444K - $625K
|
3.55K
$850K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
544New |
$443K - $624K
|
544
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
543+ 6.84% |
$442K - $623K
|
8.48K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
541+ 121.57% |
$441K - $621K
|
986
$236K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
540+ 5.14% |
$440K - $619K
|
11K
$2.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
536+ 20.3% |
$437K - $615K
|
3.18K
$761K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
534+ 8.23% |
$435K - $612K
|
7.02K
$1.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
531+ 16.07% |
$433K - $609K
|
3.84K
$919K
|
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
531+ 38.39% |
$433K - $609K
|
1.91K
$459K
|