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 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.84% |
$21.2K - $29.8K
|
3.11K
$751K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
26+ 1.67% |
$21.2K - $29.8K
|
1.59K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
26+ 6.7% |
$21.2K - $29.8K
|
414
$100K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
25+ 2.36% |
$20.4K - $28.7K
|
1.09K
$263K
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
25+ 4.91% |
$20.4K - $28.7K
|
534
$129K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 2.19% |
$20.4K - $28.7K
|
1.16K
$281K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
25+ 178.57% |
$20.4K - $28.7K
|
39
$9.43K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
25+ 4.78% |
$20.4K - $28.7K
|
548
$132K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
25+ 8.68% |
$20.4K - $28.7K
|
313
$75.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
25+ 9.16% |
$20.4K - $28.7K
|
298
$72K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
25+ 1.39% |
$20.4K - $28.7K
|
1.83K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
25+ 11.85% |
$20.4K - $28.7K
|
236
$57.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
24+ 2.27% |
$19.6K - $27.5K
|
1.08K
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
24+ 1.28% |
$19.6K - $27.5K
|
1.9K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
24+ 3.71% |
$19.6K - $27.5K
|
671
$162K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
23+ 3.22% |
$18.7K - $26.4K
|
737
$178K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
23+ 8.68% |
$18.7K - $26.4K
|
288
$69.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
23+ 1.74% |
$18.7K - $26.4K
|
1.34K
$324K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
23+ 2.08% |
$18.7K - $26.4K
|
1.13K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
23+ 1.13% |
$18.7K - $26.4K
|
2.05K
$496K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
23+ 0.24% |
$18.7K - $26.4K
|
9.53K
$2.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
23+ 2.35% |
$18.7K - $26.4K
|
1K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
23+ 1.98% |
$18.7K - $26.4K
|
1.19K
$286K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
22New |
$17.9K - $25.2K
|
22
$5.32K
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
22New |
$17.9K - $25.2K
|
22
$5.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
22+ 0.87% |
$17.9K - $25.2K
|
2.55K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
22+ 31.43% |
$17.9K - $25.2K
|
92
$22.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
21+ 3.85% |
$17.1K - $24.1K
|
567
$137K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
21New |
$17.1K - $24.1K
|
21
$5.08K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
21+ 1.22% |
$17.1K - $24.1K
|
1.74K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 18.58% |
$17.1K - $24.1K
|
134
$32.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
20+ 0.27% |
$16.3K - $22.9K
|
7.38K
$1.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
20+ 5.26% |
$16.3K - $22.9K
|
400
$96.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
20+ 0.81% |
$16.3K - $22.9K
|
2.5K
$605K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
20+ 0.65% |
$16.3K - $22.9K
|
3.11K
$751K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
20+ 2.17% |
$16.3K - $22.9K
|
940
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
20+ 6.27% |
$16.3K - $22.9K
|
339
$82K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
20+ 2.98% |
$16.3K - $22.9K
|
691
$167K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
20+ 0.66% |
$16.3K - $22.9K
|
3.05K
$737K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
20+ 2.11% |
$16.3K - $22.9K
|
966
$234K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 1.65% |
$16.3K - $22.9K
|
1.23K
$298K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
19+ 2.51% |
$15.5K - $21.8K
|
777
$188K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
19+ 1.52% |
$15.5K - $21.8K
|
1.27K
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
19+ 1.32% |
$15.5K - $21.8K
|
1.46K
$352K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
19+ 3.36% |
$15.5K - $21.8K
|
585
$141K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
19+ 0.72% |
$15.5K - $21.8K
|
2.67K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
19+ 1.36% |
$15.5K - $21.8K
|
1.42K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
19+ 0.34% |
$15.5K - $21.8K
|
5.69K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
19+ 0.57% |
$15.5K - $21.8K
|
3.34K
$808K
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
18+ 0.27% |
$14.7K - $20.6K
|
6.78K
$1.64M
|