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
|
Flc Capital Advisors
|
BUY
|
- |
117+ 42.24% |
$95.3K - $134K
|
394
$96.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
117+ 6.85% |
$95.3K - $134K
|
1.83K
$448K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
117+ 65.73% |
$95.3K - $134K
|
295
$72.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
117+ 14.2% |
$95.3K - $134K
|
941
$231K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
116+ 6.8% |
$94.5K - $133K
|
1.82K
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
115+ 2.46% |
$93.7K - $132K
|
4.79K
$1.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
114+ 18.21% |
$92.9K - $131K
|
740
$182K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
114+ 10.39% |
$92.9K - $131K
|
1.21K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
114+ 123.91% |
$92.9K - $131K
|
206
$50.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
113+ 43.63% |
$92.1K - $130K
|
372
$91.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
112+ 21.5% |
$91.3K - $128K
|
633
$155K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
111New |
$90.4K - $127K
|
111
$27.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
111+ 1.13% |
$90.4K - $127K
|
9.9K
$2.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
110+ 17.68% |
$89.6K - $126K
|
732
$180K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
110+ 4.76% |
$89.6K - $126K
|
2.42K
$595K
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
110+ 5.68% |
$89.6K - $126K
|
2.05K
$502K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
110+ 5.8% |
$89.6K - $126K
|
2.01K
$492K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
109+ 18.14% |
$88.8K - $125K
|
710
$174K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
108+ 28.88% |
$88K - $124K
|
482
$118K
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
108+ 5.07% |
$88K - $124K
|
2.24K
$549K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
108+ 15.0% |
$88K - $124K
|
828
$203K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
107+ 7.6% |
$87.2K - $123K
|
1.52K
$372K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
107New |
$87.2K - $123K
|
107
$26.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
106+ 4.24% |
$86.4K - $122K
|
2.61K
$640K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
106+ 2.94% |
$86.4K - $122K
|
3.71K
$910K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
106+ 1.11% |
$86.4K - $122K
|
9.68K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
105+ 42.17% |
$85.6K - $120K
|
354
$86.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
105New |
$85.6K - $120K
|
105
$25.8K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
105New |
$85.6K - $120K
|
105
$25.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
104+ 20.08% |
$84.7K - $119K
|
622
$153K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
104+ 3.54% |
$84.7K - $119K
|
3.04K
$746K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
103+ 19.62% |
$83.9K - $118K
|
628
$154K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
103+ 31.4% |
$83.9K - $118K
|
431
$106K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
103+ 1.52% |
$83.9K - $118K
|
6.89K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
103+ 8.04% |
$83.9K - $118K
|
1.38K
$340K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
102+ 30.27% |
$83.1K - $117K
|
439
$108K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
102+ 18.05% |
$83.1K - $117K
|
667
$164K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
102+ 3.69% |
$83.1K - $117K
|
2.87K
$704K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
101+ 0.9% |
$82.3K - $116K
|
11.4K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
100+ 6.01% |
$81.5K - $115K
|
1.77K
$433K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
100New |
$81.5K - $115K
|
100
$24.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Groesbeck Investment Management Corp
|
BUY
|
- |
100+ 3.11% |
$81.5K - $115K
|
3.31K
$813K
|
|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
100+ 3.96% |
$81.5K - $115K
|
2.63K
$644K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
100+ 2.15% |
$81.5K - $115K
|
4.75K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
100+ 1.54% |
$81.5K - $115K
|
6.6K
$1.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
99+ 8.36% |
$80.7K - $114K
|
1.28K
$315K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
99+ 1.66% |
$80.7K - $114K
|
6.07K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
99+ 10.43% |
$80.7K - $114K
|
1.05K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
99+ 34.38% |
$80.7K - $114K
|
387
$95K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
98+ 17.63% |
$79.9K - $112K
|
654
$160K
|