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
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
355New |
$289K - $407K
|
355
$85.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
354New |
$288K - $406K
|
354
$84.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
351+ 21.69% |
$286K - $403K
|
1.97K
$472K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
350+ 4.15% |
$285K - $401K
|
8.78K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
350New |
$285K - $401K
|
350
$83.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
346New |
$282K - $397K
|
346
$82.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
345New |
$281K - $396K
|
345
$82.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
345+ 8.69% |
$281K - $396K
|
4.32K
$1.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
343New |
$279K - $393K
|
343
$82.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
343+ 1.32% |
$279K - $393K
|
26.3K
$6.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
341+ 21.68% |
$278K - $391K
|
1.91K
$459K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
340New |
$277K - $390K
|
340
$81.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
339+ 7.43% |
$276K - $389K
|
4.9K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
339+ 16.86% |
$276K - $389K
|
2.35K
$563K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
336+ 10.98% |
$274K - $385K
|
3.4K
$814K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
336+ 4.02% |
$274K - $385K
|
8.69K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
336New |
$274K - $385K
|
336
$80.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
336New |
$274K - $385K
|
336
$80.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
334New |
$272K - $383K
|
334
$80.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
333New |
$271K - $382K
|
333
$79.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
332+ 5.42% |
$271K - $381K
|
6.46K
$1.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
332+ 2.78% |
$271K - $381K
|
12.3K
$2.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
331New |
$270K - $380K
|
331
$79.3K
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
331New |
$270K - $380K
|
331
$79.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
330+ 6.92% |
$269K - $379K
|
5.1K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Varenne Capital Partners
|
BUY
|
- |
329New |
$268K - $377K
|
329
$78.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
328+ 10.92% |
$267K - $376K
|
3.33K
$799K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
327New |
$266K - $375K
|
327
$78.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
326+ 22.09% |
$266K - $374K
|
1.8K
$432K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
324+ 4.75% |
$264K - $372K
|
7.15K
$1.71M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
320New |
$261K - $367K
|
320
$76.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
319+ 13.22% |
$260K - $366K
|
2.73K
$655K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
318+ 5.35% |
$259K - $365K
|
6.26K
$1.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
315+ 18.1% |
$257K - $361K
|
2.06K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
313+ 5.08% |
$255K - $359K
|
6.47K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
312+ 29.16% |
$254K - $358K
|
1.38K
$331K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
311+ 99.68% |
$253K - $357K
|
623
$149K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
310New |
$253K - $356K
|
310
$74.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
310New |
$253K - $356K
|
310
$74.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
310+ 15.75% |
$253K - $356K
|
2.28K
$546K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
310+ 11.43% |
$253K - $356K
|
3.02K
$724K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
310New |
$253K - $356K
|
310
$74.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
306New |
$249K - $351K
|
306
$73.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
305New |
$249K - $350K
|
305
$73.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
304+ 4.25% |
$248K - $349K
|
7.45K
$1.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
301New |
$245K - $345K
|
301
$72.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
299+ 3.64% |
$244K - $343K
|
8.51K
$2.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
298+ 2.87% |
$243K - $342K
|
10.7K
$2.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
297+ 2.62% |
$242K - $341K
|
11.7K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
297+ 71.39% |
$242K - $341K
|
713
$171K
|