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 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
20+ 2.11% |
$16.3K - $22.9K
|
966
$277K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 1.65% |
$16.3K - $22.9K
|
1.23K
$353K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
19+ 2.51% |
$15.5K - $21.8K
|
777
$223K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
19+ 1.52% |
$15.5K - $21.8K
|
1.27K
$363K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
19+ 1.32% |
$15.5K - $21.8K
|
1.46K
$418K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
19+ 3.36% |
$15.5K - $21.8K
|
585
$168K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
19+ 0.72% |
$15.5K - $21.8K
|
2.67K
$765K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
19+ 1.36% |
$15.5K - $21.8K
|
1.42K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
19+ 0.34% |
$15.5K - $21.8K
|
5.69K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
19+ 0.57% |
$15.5K - $21.8K
|
3.34K
$957K
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
18+ 0.27% |
$14.7K - $20.6K
|
6.78K
$1.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
18+ 4.95% |
$14.7K - $20.6K
|
382
$109K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18+ 5.88% |
$14.7K - $20.6K
|
324
$92.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
18+ 1.96% |
$14.7K - $20.6K
|
937
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
18New |
$14.7K - $20.6K
|
18
$5.16K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
18+ 4.95% |
$14.7K - $20.6K
|
382
$109K
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
18New |
$14.7K - $20.6K
|
18
$5.16K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
18+ 0.07% |
$14.7K - $20.6K
|
27.2K
$7.78M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
17+ 3.25% |
$13.9K - $19.5K
|
540
$155K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
17+ 0.84% |
$13.9K - $19.5K
|
2.04K
$583K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
17+ 0.6% |
$13.9K - $19.5K
|
2.85K
$817K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
17New |
$13.9K - $19.5K
|
17
$4.87K
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
17+ 5.67% |
$13.9K - $19.5K
|
317
$90.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
17New |
$13.9K - $19.5K
|
17
$4.87K
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
17+ 5.67% |
$13.9K - $19.5K
|
317
$90.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
BUY
|
- |
16+ 1.03% |
$13K - $18.4K
|
1.57K
$450K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
16+ 3.65% |
$13K - $18.4K
|
454
$130K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
16+ 0.07% |
$13K - $18.4K
|
21.9K
$6.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
16+ 2.58% |
$13K - $18.4K
|
637
$182K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
BUY
|
- |
16+ 4.36% |
$13K - $18.4K
|
383
$110K
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
16+ 2.19% |
$13K - $18.4K
|
748
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
16+ 4.05% |
$13K - $18.4K
|
411
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
16+ 4.79% |
$13K - $18.4K
|
350
$100K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
16+ 4.48% |
$13K - $18.4K
|
373
$107K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
15+ 3.19% |
$12.2K - $17.2K
|
485
$139K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
15+ 4.03% |
$12.2K - $17.2K
|
387
$111K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15+ 14.71% |
$12.2K - $17.2K
|
117
$33.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15+ 44.12% |
$12.2K - $17.2K
|
49
$14K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
15+ 0.89% |
$12.2K - $17.2K
|
1.7K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
15+ 3.19% |
$12.2K - $17.2K
|
485
$139K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
14+ 0.71% |
$11.4K - $16.1K
|
2K
$572K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
14+ 0.28% |
$11.4K - $16.1K
|
5.02K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
14+ 6.22% |
$11.4K - $16.1K
|
239
$68.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
14+ 3.21% |
$11.4K - $16.1K
|
450
$129K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
14+ 0.66% |
$11.4K - $16.1K
|
2.14K
$612K
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
14+ 3.35% |
$11.4K - $16.1K
|
432
$124K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13+ 2.48% |
$10.6K - $14.9K
|
537
$154K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
13+ 2.28% |
$10.6K - $14.9K
|
584
$167K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
13+ 2.27% |
$10.6K - $14.9K
|
585
$168K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
13+ 36.11% |
$10.6K - $14.9K
|
49
$14K
|