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 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
261New |
$213K - $299K
|
261
$62.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
261New |
$213K - $299K
|
261
$62.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
260+ 9.75% |
$212K - $298K
|
2.93K
$701K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
260+ 7.36% |
$212K - $298K
|
3.79K
$909K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
259+ 32.25% |
$211K - $297K
|
1.06K
$255K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
257New |
$209K - $295K
|
257
$61.6K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
257+ 101.18% |
$209K - $295K
|
511
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
256+ 10.13% |
$209K - $294K
|
2.78K
$667K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
255+ 88.54% |
$208K - $292K
|
543
$130K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
254New |
$207K - $291K
|
254
$60.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
254+ 71.35% |
$207K - $291K
|
610
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
254New |
$207K - $291K
|
254
$60.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
253New |
$206K - $290K
|
253
$60.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
253+ 3.58% |
$206K - $290K
|
7.33K
$1.76M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
253+ 3.58% |
$206K - $290K
|
7.33K
$1.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
252New |
$205K - $289K
|
252
$60.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
252+ 4.91% |
$205K - $289K
|
5.39K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
251New |
$205K - $288K
|
251
$60.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
250New |
$204K - $287K
|
250
$59.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
249New |
$203K - $286K
|
249
$59.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
249New |
$203K - $286K
|
249
$59.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
249+ 5.13% |
$203K - $286K
|
5.11K
$1.22M
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
249New |
$203K - $286K
|
249
$59.7K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
249New |
$203K - $286K
|
249
$59.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
247New |
$201K - $283K
|
247
$59.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
247New |
$201K - $283K
|
247
$59.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
246+ 15.51% |
$200K - $282K
|
1.83K
$439K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
245+ 24.26% |
$200K - $281K
|
1.26K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
245New |
$200K - $281K
|
245
$58.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
244New |
$199K - $280K
|
244
$58.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
244+ 10.49% |
$199K - $280K
|
2.57K
$616K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
244New |
$199K - $280K
|
244
$58.5K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
243New |
$198K - $279K
|
243
$58.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
243New |
$198K - $279K
|
243
$58.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
243+ 255.79% |
$198K - $279K
|
338
$81K
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
243New |
$198K - $279K
|
243
$58.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
242+ 13.53% |
$197K - $278K
|
2.03K
$487K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
241New |
$196K - $276K
|
241
$57.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
241New |
$196K - $276K
|
241
$57.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
241+ 20.69% |
$196K - $276K
|
1.41K
$337K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
240New |
$196K - $275K
|
240
$57.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
240New |
$196K - $275K
|
240
$57.5K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
240New |
$196K - $275K
|
240
$57.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
240+ 4.32% |
$196K - $275K
|
5.8K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
240+ 9.94% |
$196K - $275K
|
2.66K
$636K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
240New |
$196K - $275K
|
240
$57.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
240New |
$196K - $275K
|
240
$57.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
240New |
$196K - $275K
|
240
$57.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
239New |
$195K - $274K
|
239
$57.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
238New |
$194K - $273K
|
238
$57K
|