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 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
97+ 4.71% |
$79K - $111K
|
2.16K
$529K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
97+ 15.52% |
$79K - $111K
|
722
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
97+ 6.48% |
$79K - $111K
|
1.59K
$391K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
96+ 1.99% |
$78.2K - $110K
|
4.91K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
96+ 4.79% |
$78.2K - $110K
|
2.1K
$515K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
96+ 3.55% |
$78.2K - $110K
|
2.8K
$687K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
95+ 2.76% |
$77.4K - $109K
|
3.54K
$868K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
94+ 235.0% |
$76.6K - $108K
|
134
$32.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
94+ 8.35% |
$76.6K - $108K
|
1.22K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
93+ 0.77% |
$75.8K - $107K
|
12.2K
$2.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
93+ 34.07% |
$75.8K - $107K
|
366
$89.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
93+ 3.91% |
$75.8K - $107K
|
2.47K
$607K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
93+ 11.07% |
$75.8K - $107K
|
933
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
93+ 5.89% |
$75.8K - $107K
|
1.67K
$410K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
91+ 0.39% |
$74.1K - $104K
|
23.2K
$5.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
91+ 26.53% |
$74.1K - $104K
|
434
$106K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
91+ 2.98% |
$74.1K - $104K
|
3.14K
$771K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
BUY
|
- |
91+ 18.13% |
$74.1K - $104K
|
593
$145K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Advisers LTD
|
BUY
|
- |
91+ 8.27% |
$74.1K - $104K
|
1.19K
$292K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
90+ 19.61% |
$73.3K - $103K
|
549
$135K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
90+ 56.6% |
$73.3K - $103K
|
249
$61.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
90+ 6.73% |
$73.3K - $103K
|
1.43K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
90+ 6.1% |
$73.3K - $103K
|
1.57K
$384K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
90+ 2.91% |
$73.3K - $103K
|
3.19K
$782K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
89+ 22.03% |
$72.5K - $102K
|
493
$121K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
88+ 1.19% |
$71.7K - $101K
|
7.49K
$1.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
88+ 13.6% |
$71.7K - $101K
|
735
$180K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
88+ 1.73% |
$71.7K - $101K
|
5.18K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
88+ 17.09% |
$71.7K - $101K
|
603
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
88+ 12.74% |
$71.7K - $101K
|
779
$191K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
87+ 4.45% |
$70.9K - $99.8K
|
2.04K
$501K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
87+ 2.06% |
$70.9K - $99.8K
|
4.32K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
87+ 22.08% |
$70.9K - $99.8K
|
481
$118K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
86+ 1.57% |
$70.1K - $98.6K
|
5.58K
$1.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
86+ 2.37% |
$70.1K - $98.6K
|
3.71K
$910K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
86+ 8.36% |
$70.1K - $98.6K
|
1.12K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
85+ 1.87% |
$69.3K - $97.5K
|
4.63K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
85+ 28.15% |
$69.3K - $97.5K
|
387
$95K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
85+ 0.4% |
$69.3K - $97.5K
|
21.6K
$5.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
84+ 74.34% |
$68.4K - $96.3K
|
197
$48.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
83+ 8.19% |
$67.6K - $95.2K
|
1.1K
$269K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
82New |
$66.8K - $94.1K
|
82
$20.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
81New |
$66K - $92.9K
|
81
$19.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
81+ 3.61% |
$66K - $92.9K
|
2.32K
$570K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
80+ 5.99% |
$65.2K - $91.8K
|
1.42K
$347K
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
80+ 6.81% |
$65.2K - $91.8K
|
1.25K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
80+ 25.97% |
$65.2K - $91.8K
|
388
$95.2K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
80+ 86.96% |
$65.2K - $91.8K
|
172
$42.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
78+ 51.32% |
$63.6K - $89.5K
|
230
$56.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
78+ 18.62% |
$63.6K - $89.5K
|
497
$122K
|