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 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
152+ 2.6% |
$124K - $174K
|
5.99K
$1.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
152+ 17.0% |
$124K - $174K
|
1.05K
$257K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
152+ 5.46% |
$124K - $174K
|
2.94K
$720K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
150New |
$122K - $172K
|
150
$36.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
148+ 4.24% |
$121K - $170K
|
3.64K
$892K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
148+ 1.53% |
$121K - $170K
|
9.84K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
147+ 57.2% |
$120K - $169K
|
404
$99.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
147+ 1.51% |
$120K - $169K
|
9.9K
$2.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
146+ 0.39% |
$119K - $167K
|
37.4K
$9.18M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
145+ 11.66% |
$118K - $166K
|
1.39K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
145+ 29.23% |
$118K - $166K
|
641
$157K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
143+ 16.27% |
$117K - $164K
|
1.02K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
139+ 3.02% |
$113K - $159K
|
4.74K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
138+ 33.82% |
$112K - $158K
|
546
$134K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
138+ 44.66% |
$112K - $158K
|
447
$110K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
137+ 7.27% |
$112K - $157K
|
2.02K
$496K
|
|
|
Mar 14, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
137New |
$112K - $157K
|
137
$33.6K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
137+ 7.27% |
$112K - $157K
|
2.02K
$496K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
136+ 8.59% |
$111K - $156K
|
1.72K
$422K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
136+ 2.0% |
$111K - $156K
|
6.93K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
135+ 7.41% |
$110K - $155K
|
1.96K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
135+ 2.04% |
$110K - $155K
|
6.74K
$1.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
134+ 2.96% |
$109K - $154K
|
4.67K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
134+ 2.51% |
$109K - $154K
|
5.47K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
134+ 40.61% |
$109K - $154K
|
464
$114K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
132New |
$108K - $151K
|
132
$32.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
132+ 8.44% |
$108K - $151K
|
1.7K
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
131+ 36.09% |
$107K - $150K
|
494
$121K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
131New |
$107K - $150K
|
131
$32.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
130+ 0.63% |
$106K - $149K
|
20.7K
$5.08M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
130+ 3.86% |
$106K - $149K
|
3.5K
$858K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
129+ 23.33% |
$105K - $148K
|
682
$167K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
128+ 3.81% |
$104K - $147K
|
3.48K
$855K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
128+ 3.0% |
$104K - $147K
|
4.4K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
128+ 492.31% |
$104K - $147K
|
154
$37.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
128New |
$104K - $147K
|
128
$31.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
127+ 8.55% |
$103K - $146K
|
1.61K
$396K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
127+ 9.32% |
$103K - $146K
|
1.49K
$366K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
124+ 21.57% |
$101K - $142K
|
699
$172K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
124+ 1.7% |
$101K - $142K
|
7.41K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
120+ 40.13% |
$97.8K - $138K
|
419
$103K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
120New |
$97.8K - $138K
|
120
$29.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
120+ 9.46% |
$97.8K - $138K
|
1.39K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
120+ 18.69% |
$97.8K - $138K
|
762
$187K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
119+ 12.45% |
$97K - $136K
|
1.08K
$264K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
119+ 7.99% |
$97K - $136K
|
1.61K
$395K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
119+ 0.78% |
$97K - $136K
|
15.4K
$3.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
119+ 1.59% |
$97K - $136K
|
7.6K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
118+ 20.14% |
$96.1K - $135K
|
704
$173K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
118+ 6.6% |
$96.1K - $135K
|
1.91K
$468K
|