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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
431+ 6.57% |
$351K - $494K
|
7K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
431New |
$351K - $494K
|
431
$103K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
430+ 12.64% |
$350K - $493K
|
3.83K
$918K
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
429+ 18.32% |
$350K - $492K
|
2.77K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
429New |
$350K - $492K
|
429
$103K
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
426New |
$347K - $489K
|
426
$102K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
423+ 24.21% |
$345K - $485K
|
2.17K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
416+ 126.06% |
$339K - $477K
|
746
$179K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
408+ 3.85% |
$332K - $468K
|
11K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
406New |
$331K - $466K
|
406
$97.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
405New |
$330K - $465K
|
405
$97.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
405New |
$330K - $465K
|
405
$97.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
404+ 150.75% |
$329K - $463K
|
672
$161K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
398+ 10.99% |
$324K - $457K
|
4.02K
$964K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
398+ 81.06% |
$324K - $457K
|
889
$213K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
397+ 248.13% |
$323K - $455K
|
557
$134K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
394+ 8.25% |
$321K - $452K
|
5.17K
$1.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
391New |
$319K - $448K
|
391
$93.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
390New |
$318K - $447K
|
390
$93.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
389+ 9.75% |
$317K - $446K
|
4.38K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
388New |
$316K - $445K
|
388
$93K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
386+ 6.11% |
$315K - $443K
|
6.7K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
385+ 11.75% |
$314K - $442K
|
3.66K
$877K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
384+ 9.64% |
$313K - $440K
|
4.37K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
379+ 77.66% |
$309K - $435K
|
867
$208K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
378+ 9.55% |
$308K - $434K
|
4.34K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
378+ 2.12% |
$308K - $434K
|
18.2K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
378+ 4.19% |
$308K - $434K
|
9.41K
$2.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
BUY
|
- |
376+ 3.19% |
$306K - $431K
|
12.2K
$2.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
374+ 2.58% |
$305K - $429K
|
14.9K
$3.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
372New |
$303K - $427K
|
372
$89.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
370New |
$301K - $424K
|
370
$88.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
370+ 16.05% |
$301K - $424K
|
2.68K
$641K
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
368+ 79.48% |
$300K - $422K
|
831
$199K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
368New |
$300K - $422K
|
368
$88.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
366+ 39.91% |
$298K - $420K
|
1.28K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
366New |
$298K - $420K
|
366
$87.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
365New |
$297K - $419K
|
365
$87.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
364+ 33.36% |
$297K - $418K
|
1.46K
$349K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
364New |
$297K - $418K
|
364
$87.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
364+ 79.82% |
$297K - $418K
|
820
$197K
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
363New |
$296K - $416K
|
363
$87K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
361New |
$294K - $414K
|
361
$86.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
360+ 54.22% |
$293K - $413K
|
1.02K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
360+ 8.25% |
$293K - $413K
|
4.73K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
360+ 0.93% |
$293K - $413K
|
39.1K
$9.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
360+ 13.22% |
$293K - $413K
|
3.08K
$739K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
359+ 3.5% |
$293K - $412K
|
10.6K
$2.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
357+ 5.21% |
$291K - $409K
|
7.22K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
356New |
$290K - $408K
|
356
$85.3K
|