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
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
48+ 5.85% |
$39.1K - $55.1K
|
869
$210K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
48+ 11.85% |
$39.1K - $55.1K
|
453
$110K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
48+ 17.45% |
$39.1K - $55.1K
|
323
$78.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
48+ 2.44% |
$39.1K - $55.1K
|
2.02K
$488K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
48+ 5.85% |
$39.1K - $55.1K
|
869
$210K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
47+ 8.51% |
$38.3K - $53.9K
|
599
$145K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
47+ 8.16% |
$38.3K - $53.9K
|
623
$151K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
47+ 6.44% |
$38.3K - $53.9K
|
777
$188K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
47+ 2.44% |
$38.3K - $53.9K
|
1.98K
$477K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
46+ 12.07% |
$37.5K - $52.8K
|
427
$103K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
46+ 0.27% |
$37.5K - $52.8K
|
17.3K
$4.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
46+ 0.77% |
$37.5K - $52.8K
|
6.02K
$1.46M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
46+ 19.41% |
$37.5K - $52.8K
|
283
$68.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
45New |
$36.7K - $51.6K
|
45
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
45+ 1.67% |
$36.7K - $51.6K
|
2.74K
$662K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
44New |
$35.9K - $50.5K
|
44
$10.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
44+ 5.37% |
$35.9K - $50.5K
|
863
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
44+ 9.0% |
$35.9K - $50.5K
|
533
$129K
|
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
44+ 24.44% |
$35.9K - $50.5K
|
224
$54.2K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 4.56% |
$35.9K - $50.5K
|
1.01K
$244K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
43+ 6.58% |
$35K - $49.3K
|
696
$168K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
43+ 8.69% |
$35K - $49.3K
|
538
$130K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
43+ 2.86% |
$35K - $49.3K
|
1.54K
$373K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
42+ 0.24% |
$34.2K - $48.2K
|
17.7K
$4.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
42+ 5.0% |
$34.2K - $48.2K
|
882
$213K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
42+ 9.48% |
$34.2K - $48.2K
|
485
$117K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
42+ 4.54% |
$34.2K - $48.2K
|
967
$234K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
42New |
$34.2K - $48.2K
|
42
$10.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
41+ 5.18% |
$33.4K - $47K
|
832
$201K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
41+ 4.24% |
$33.4K - $47K
|
1.01K
$243K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
41+ 27.89% |
$33.4K - $47K
|
188
$45.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
41+ 1.85% |
$33.4K - $47K
|
2.26K
$546K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
41+ 13.14% |
$33.4K - $47K
|
353
$85.3K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
41+ 15.89% |
$33.4K - $47K
|
299
$72.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
40+ 0.41% |
$32.6K - $45.9K
|
9.8K
$2.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40+ 7.55% |
$32.6K - $45.9K
|
570
$138K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
40+ 0.45% |
$32.6K - $45.9K
|
8.96K
$2.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
40+ 4.54% |
$32.6K - $45.9K
|
921
$223K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
40New |
$32.6K - $45.9K
|
40
$9.67K
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
40+ 0.22% |
$32.6K - $45.9K
|
18.4K
$4.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
40+ 7.6% |
$32.6K - $45.9K
|
566
$137K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
39+ 1.67% |
$31.8K - $44.7K
|
2.38K
$574K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 2.58% |
$31.8K - $44.7K
|
1.55K
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
39+ 4.89% |
$31.8K - $44.7K
|
837
$202K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
39+ 14.77% |
$31.8K - $44.7K
|
303
$73.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
39New |
$31.8K - $44.7K
|
39
$9.43K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
39New |
$31.8K - $44.7K
|
39
$9.43K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
38+ 1.3% |
$31K - $43.6K
|
2.96K
$715K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
38+ 9.07% |
$31K - $43.6K
|
457
$110K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
38+ 15.77% |
$31K - $43.6K
|
279
$67.4K
|