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 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
214New |
$174K - $245K
|
214
$51.3K
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
214New |
$174K - $245K
|
214
$51.3K
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
214New |
$174K - $245K
|
214
$51.3K
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
214+ 9.52% |
$174K - $245K
|
2.46K
$590K
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
213New |
$174K - $244K
|
213
$51.1K
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
213+ 77.74% |
$174K - $244K
|
487
$117K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
212+ 4.92% |
$173K - $243K
|
4.52K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
212New |
$173K - $243K
|
212
$50.8K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
212New |
$173K - $243K
|
212
$50.8K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
211New |
$172K - $242K
|
211
$50.6K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
211+ 24.56% |
$172K - $242K
|
1.07K
$256K
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
211+ 31.87% |
$172K - $242K
|
873
$209K
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
211New |
$172K - $242K
|
211
$50.6K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
211+ 24.56% |
$172K - $242K
|
1.07K
$256K
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
210New |
$171K - $241K
|
210
$50.3K
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
210New |
$171K - $241K
|
210
$50.3K
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
209+ 28.75% |
$170K - $240K
|
936
$224K
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
208New |
$169K - $239K
|
208
$49.9K
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
208+ 6933.33% |
$169K - $239K
|
211
$50.6K
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
208+ 6933.33% |
$169K - $239K
|
211
$50.6K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
207+ 2.01% |
$169K - $237K
|
10.5K
$2.52M
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
207New |
$169K - $237K
|
207
$49.6K
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
207New |
$169K - $237K
|
207
$49.6K
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
207+ 79.62% |
$169K - $237K
|
467
$112K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
207New |
$169K - $237K
|
207
$49.6K
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
207New |
$169K - $237K
|
207
$49.6K
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
206New |
$168K - $236K
|
206
$49.4K
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
206New |
$168K - $236K
|
206
$49.4K
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
206New |
$168K - $236K
|
206
$49.4K
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
205New |
$167K - $235K
|
205
$49.1K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
205+ 5.11% |
$167K - $235K
|
4.22K
$1.01M
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
205New |
$167K - $235K
|
205
$49.1K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
205+ 65.92% |
$167K - $235K
|
516
$124K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
204+ 60.53% |
$166K - $234K
|
541
$130K
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
204+ 10.05% |
$166K - $234K
|
2.23K
$535K
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
204+ 71.83% |
$166K - $234K
|
488
$117K
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
204New |
$166K - $234K
|
204
$48.9K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
204+ 26.88% |
$166K - $234K
|
963
$231K
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
203New |
$165K - $233K
|
203
$48.7K
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
203New |
$165K - $233K
|
203
$48.7K
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
203New |
$165K - $233K
|
203
$48.7K
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
203New |
$165K - $233K
|
203
$48.7K
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
202New |
$165K - $232K
|
202
$48.4K
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
202New |
$165K - $232K
|
202
$48.4K
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
201New |
$164K - $231K
|
201
$48.2K
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
200+ 61.54% |
$163K - $229K
|
525
$126K
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
200+ 81.63% |
$163K - $229K
|
445
$107K
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
200New |
$163K - $229K
|
200
$47.9K
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
200New |
$163K - $229K
|
200
$47.9K
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
199New |
$162K - $228K
|
199
$47.7K
|