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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
77+ 25.84% |
$62.7K - $88.3K
|
375
$90.7K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
76+ 3.82% |
$61.9K - $87.2K
|
2.07K
$499K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
75New |
$61.1K - $86K
|
75
$18.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
75+ 24.04% |
$61.1K - $86K
|
387
$93.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
75+ 5.08% |
$61.1K - $86K
|
1.55K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
74New |
$60.3K - $84.9K
|
74
$17.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
74+ 9.97% |
$60.3K - $84.9K
|
816
$197K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
74+ 14.68% |
$60.3K - $84.9K
|
578
$140K
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
73+ 4.1% |
$59.5K - $83.7K
|
1.85K
$448K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
73+ 7.88% |
$59.5K - $83.7K
|
999
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
73+ 1.73% |
$59.5K - $83.7K
|
4.29K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
BUY
|
- |
72+ 10.56% |
$58.7K - $82.6K
|
754
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
72+ 4.38% |
$58.7K - $82.6K
|
1.72K
$415K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
72+ 17.31% |
$58.7K - $82.6K
|
488
$118K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
72+ 8.61% |
$58.7K - $82.6K
|
908
$220K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
71+ 7.55% |
$57.9K - $81.4K
|
1.01K
$244K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
71+ 2.43% |
$57.9K - $81.4K
|
2.99K
$723K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
71+ 2.31% |
$57.9K - $81.4K
|
3.15K
$760K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
70+ 5.59% |
$57K - $80.3K
|
1.32K
$320K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
70+ 6.33% |
$57K - $80.3K
|
1.18K
$284K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
70+ 1.7% |
$57K - $80.3K
|
4.19K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
70+ 0.98% |
$57K - $80.3K
|
7.23K
$1.75M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
70+ 0.69% |
$57K - $80.3K
|
10.2K
$2.46M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
70+ 33.33% |
$57K - $80.3K
|
280
$67.7K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
69+ 5.15% |
$56.2K - $79.1K
|
1.41K
$341K
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
68+ 1.82% |
$55.4K - $78K
|
3.81K
$921K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
68+ 2.35% |
$55.4K - $78K
|
2.96K
$717K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
67+ 5.64% |
$54.6K - $76.8K
|
1.25K
$303K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
66+ 1.07% |
$53.8K - $75.7K
|
6.24K
$1.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
65+ 9.7% |
$53K - $74.6K
|
735
$178K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
65+ 6.51% |
$53K - $74.6K
|
1.06K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
65New |
$53K - $74.6K
|
65
$15.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
65+ 1083.33% |
$53K - $74.6K
|
71
$17.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
64+ 2.41% |
$52.1K - $73.4K
|
2.72K
$658K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
64+ 1.06% |
$52.1K - $73.4K
|
6.13K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
64+ 22.3% |
$52.1K - $73.4K
|
351
$84.9K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
64+ 2.62% |
$52.1K - $73.4K
|
2.51K
$606K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
63+ 16.71% |
$51.3K - $72.3K
|
440
$106K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
63+ 15.91% |
$51.3K - $72.3K
|
459
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
63+ 2.03% |
$51.3K - $72.3K
|
3.16K
$764K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
63+ 6.66% |
$51.3K - $72.3K
|
1.01K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
63+ 16.28% |
$51.3K - $72.3K
|
450
$109K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
62+ 7.88% |
$50.5K - $71.1K
|
849
$205K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
62+ 1.04% |
$50.5K - $71.1K
|
6.02K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
61+ 5.52% |
$49.7K - $70K
|
1.17K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
61+ 20.0% |
$49.7K - $70K
|
366
$88.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
61+ 11.36% |
$49.7K - $70K
|
598
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
61+ 1.61% |
$49.7K - $70K
|
3.86K
$933K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
60+ 17.65% |
$48.9K - $68.8K
|
400
$96.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
60+ 8.61% |
$48.9K - $68.8K
|
757
$183K
|