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 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
529+ 39.68% |
$431K - $607K
|
1.86K
$446K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
526+ 9.57% |
$429K - $603K
|
6.02K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
525+ 0.88% |
$428K - $602K
|
60.3K
$14.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
519+ 7.61% |
$423K - $595K
|
7.34K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
513+ 8.0% |
$418K - $588K
|
6.93K
$1.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
512New |
$417K - $587K
|
512
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
512+ 109.17% |
$417K - $587K
|
981
$235K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
512+ 25.41% |
$417K - $587K
|
2.53K
$606K
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
509+ 8.03% |
$415K - $584K
|
6.85K
$1.64M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
507New |
$413K - $582K
|
507
$122K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
501+ 14.67% |
$408K - $575K
|
3.92K
$939K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
500New |
$407K - $574K
|
500
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
496+ 0.33% |
$404K - $569K
|
153K
$36.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
494+ 7.88% |
$403K - $567K
|
6.77K
$1.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
493New |
$402K - $565K
|
493
$118K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
491New |
$400K - $563K
|
491
$118K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
487New |
$397K - $559K
|
487
$117K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
483+ 10.04% |
$394K - $554K
|
5.29K
$1.27M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
483New |
$394K - $554K
|
483
$116K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
481+ 6.99% |
$392K - $552K
|
7.36K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
479New |
$390K - $549K
|
479
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
477+ 36.78% |
$389K - $547K
|
1.77K
$425K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
475+ 22.97% |
$387K - $545K
|
2.54K
$610K
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
473+ 56.78% |
$385K - $543K
|
1.31K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
473+ 39.45% |
$385K - $543K
|
1.67K
$401K
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
472New |
$385K - $541K
|
472
$113K
|
|
|
Feb 06, 2024
Q4 2023
|
Discovery Value Fund
Singapore, U0 |
BUY
|
- |
470New |
$383K - $539K
|
470
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
468New |
$381K - $537K
|
468
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
467+ 1.44% |
$381K - $536K
|
32.9K
$7.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
466New |
$380K - $535K
|
466
$112K
|
|
|
Feb 13, 2024
Q4 2023
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
466New |
$380K - $535K
|
466
$112K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
463+ 34.68% |
$377K - $531K
|
1.8K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
461+ 63.06% |
$376K - $529K
|
1.19K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
457+ 126.24% |
$372K - $524K
|
819
$196K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
455+ 3.07% |
$371K - $522K
|
15.3K
$3.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
453New |
$369K - $520K
|
453
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
453New |
$369K - $520K
|
453
$109K
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
BUY
|
- |
450+ 10.34% |
$367K - $516K
|
4.8K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
449New |
$366K - $515K
|
449
$108K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
448+ 3.17% |
$365K - $514K
|
14.6K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
445New |
$363K - $510K
|
445
$107K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
443+ 3.18% |
$361K - $508K
|
14.4K
$3.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
439+ 15.53% |
$358K - $504K
|
3.27K
$783K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
439+ 24.05% |
$358K - $504K
|
2.26K
$543K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
435+ 18.14% |
$354K - $499K
|
2.83K
$679K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
435+ 13.13% |
$354K - $499K
|
3.75K
$898K
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
435+ 9.84% |
$354K - $499K
|
4.86K
$1.16M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
435+ 13.13% |
$354K - $499K
|
3.75K
$898K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
433+ 92.32% |
$353K - $497K
|
902
$216K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
432+ 50.06% |
$352K - $496K
|
1.3K
$310K
|