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 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
60+ 4.82% |
$48.9K - $68.8K
|
1.3K
$315K
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
60+ 9.66% |
$48.9K - $68.8K
|
681
$165K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
60+ 3.81% |
$48.9K - $68.8K
|
1.64K
$395K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
60+ 7.59% |
$48.9K - $68.8K
|
851
$206K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
60New |
$48.9K - $68.8K
|
60
$14.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
59+ 4.23% |
$48.1K - $67.7K
|
1.46K
$352K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
59+ 7.27% |
$48.1K - $67.7K
|
870
$210K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
59+ 6.75% |
$48.1K - $67.7K
|
933
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
59+ 3.08% |
$48.1K - $67.7K
|
1.98K
$477K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
58+ 0.96% |
$47.3K - $66.5K
|
6.07K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
58+ 1.52% |
$47.3K - $66.5K
|
3.88K
$939K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
58+ 19.27% |
$47.3K - $66.5K
|
359
$86.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
58+ 3.36% |
$47.3K - $66.5K
|
1.78K
$431K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
58+ 0.29% |
$47.3K - $66.5K
|
20.3K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
58New |
$47.3K - $66.5K
|
58
$14K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
57+ 17.22% |
$46.4K - $65.4K
|
388
$93.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
57+ 0.44% |
$46.4K - $65.4K
|
13.1K
$3.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
57New |
$46.4K - $65.4K
|
57
$13.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
56+ 2.14% |
$45.6K - $64.2K
|
2.68K
$647K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
56+ 5.24% |
$45.6K - $64.2K
|
1.13K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
56+ 9.95% |
$45.6K - $64.2K
|
619
$150K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
55+ 148.65% |
$44.8K - $63.1K
|
92
$22.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
55+ 7.62% |
$44.8K - $63.1K
|
777
$188K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
55+ 5.58% |
$44.8K - $63.1K
|
1.04K
$252K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
55New |
$44.8K - $63.1K
|
55
$13.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
55+ 3.51% |
$44.8K - $63.1K
|
1.62K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
54+ 0.83% |
$44K - $61.9K
|
6.56K
$1.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
54+ 15.93% |
$44K - $61.9K
|
393
$95K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
54+ 3.55% |
$44K - $61.9K
|
1.58K
$381K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
54+ 0.73% |
$44K - $61.9K
|
7.45K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
54+ 9.94% |
$44K - $61.9K
|
597
$144K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
53+ 11.04% |
$43.2K - $60.8K
|
533
$129K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
53+ 16.83% |
$43.2K - $60.8K
|
368
$89K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
53+ 10.33% |
$43.2K - $60.8K
|
566
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
53+ 12.35% |
$43.2K - $60.8K
|
482
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
52+ 4.94% |
$42.4K - $59.6K
|
1.11K
$267K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
51+ 8.15% |
$41.6K - $58.5K
|
677
$164K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
51+ 20.16% |
$41.6K - $58.5K
|
304
$73.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
50+ 7.56% |
$40.7K - $57.4K
|
711
$172K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
50+ 64.1% |
$40.7K - $57.4K
|
128
$30.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
50New |
$40.7K - $57.4K
|
50
$12.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
50+ 2.69% |
$40.7K - $57.4K
|
1.91K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
50+ 18.45% |
$40.7K - $57.4K
|
321
$77.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
50+ 1.73% |
$40.7K - $57.4K
|
2.94K
$711K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50New |
$40.7K - $57.4K
|
50
$12.1K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50+ 4.83% |
$40.7K - $57.4K
|
1.09K
$262K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
49+ 4.61% |
$39.9K - $56.2K
|
1.11K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
49+ 10.61% |
$39.9K - $56.2K
|
511
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
49New |
$39.9K - $56.2K
|
49
$11.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
48New |
$39.1K - $55.1K
|
48
$11.6K
|