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 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
13+ 2.81% |
$10.6K - $14.9K
|
476
$89.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
13+ 0.2% |
$10.6K - $14.9K
|
6.62K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
13+ 0.73% |
$10.6K - $14.9K
|
1.8K
$338K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12+ 3.64% |
$9.78K - $13.8K
|
342
$64.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
12+ 1.01% |
$9.78K - $13.8K
|
1.2K
$225K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
12+ 0.12% |
$9.78K - $13.8K
|
10.1K
$1.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11+ 2.75% |
$8.96K - $12.6K
|
411
$77.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
11+ 0.71% |
$8.96K - $12.6K
|
1.56K
$294K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11+ 30.56% |
$8.96K - $12.6K
|
47
$8.84K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
11+ 4.04% |
$8.96K - $12.6K
|
283
$53.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11+ 2.0% |
$8.96K - $12.6K
|
560
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
11New |
$8.96K - $12.6K
|
11
$2.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
11+ 0.52% |
$8.96K - $12.6K
|
2.14K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11+ 157.14% |
$8.96K - $12.6K
|
18
$3.39K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
11New |
$8.96K - $12.6K
|
11
$2.07K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
10+ 5.35% |
$8.15K - $11.5K
|
197
$37.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 33.33% |
$8.15K - $11.5K
|
40
$7.53K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
10+ 0.78% |
$8.15K - $11.5K
|
1.29K
$243K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
10+ 1.67% |
$8.15K - $11.5K
|
609
$115K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
10+ 1.59% |
$8.15K - $11.5K
|
640
$120K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 66.67% |
$8.15K - $11.5K
|
25
$4.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.61% |
$8.15K - $11.5K
|
1.66K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10New |
$8.15K - $11.5K
|
10
$1.88K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
10+ 2.05% |
$8.15K - $11.5K
|
497
$93.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
10New |
$8.15K - $11.5K
|
10
$1.88K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
10+ 2.27% |
$8.15K - $11.5K
|
451
$84.9K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$8.15K - $11.5K
|
10
$1.88K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 23.08% |
$7.33K - $10.3K
|
48
$9.03K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
9+ 0.17% |
$7.33K - $10.3K
|
5.17K
$973K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
9+ 1.52% |
$7.33K - $10.3K
|
602
$113K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
9New |
$7.33K - $10.3K
|
9
$1.69K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9+ 0.22% |
$7.33K - $10.3K
|
4.11K
$773K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
9+ 1.64% |
$7.33K - $10.3K
|
557
$105K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
9+ 1.58% |
$7.33K - $10.3K
|
579
$109K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
9+ 0.78% |
$7.33K - $10.3K
|
1.16K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
9+ 0.01% |
$7.33K - $10.3K
|
65.8K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9+ 1.91% |
$7.33K - $10.3K
|
479
$90.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
8+ 2.55% |
$6.52K - $9.18K
|
322
$60.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8+ 2.35% |
$6.52K - $9.18K
|
349
$65.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
8+ 2.7% |
$6.52K - $9.18K
|
304
$57.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8+ 0.73% |
$6.52K - $9.18K
|
1.1K
$208K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
8+ 160.0% |
$6.52K - $9.18K
|
13
$2.45K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8+ 1.27% |
$6.52K - $9.18K
|
640
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8+ 0.48% |
$6.52K - $9.18K
|
1.66K
$313K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8+ 12.5% |
$6.52K - $9.18K
|
72
$13.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
7+ 0.21% |
$5.7K - $8.03K
|
3.4K
$639K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
7New |
$5.7K - $8.03K
|
7
$1.32K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
7+ 1.41% |
$5.7K - $8.03K
|
504
$94.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7+ 0.53% |
$5.7K - $8.03K
|
1.34K
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 28.0% |
$5.7K - $8.03K
|
32
$6.02K
|