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 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11+ 2.0% |
$8.96K - $12.6K
|
560
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
11New |
$8.96K - $12.6K
|
11
$2.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
11+ 0.52% |
$8.96K - $12.6K
|
2.14K
$518K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11+ 157.14% |
$8.96K - $12.6K
|
18
$4.35K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
11New |
$8.96K - $12.6K
|
11
$2.66K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
10+ 5.35% |
$8.15K - $11.5K
|
197
$47.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 33.33% |
$8.15K - $11.5K
|
40
$9.67K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
10+ 0.78% |
$8.15K - $11.5K
|
1.29K
$312K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
10+ 1.67% |
$8.15K - $11.5K
|
609
$147K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
10+ 1.59% |
$8.15K - $11.5K
|
640
$155K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 66.67% |
$8.15K - $11.5K
|
25
$6.04K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.61% |
$8.15K - $11.5K
|
1.66K
$400K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10New |
$8.15K - $11.5K
|
10
$2.42K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
10+ 2.05% |
$8.15K - $11.5K
|
497
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
10New |
$8.15K - $11.5K
|
10
$2.42K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
10+ 2.27% |
$8.15K - $11.5K
|
451
$109K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$8.15K - $11.5K
|
10
$2.42K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
9+ 23.08% |
$7.33K - $10.3K
|
48
$11.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
9+ 0.17% |
$7.33K - $10.3K
|
5.17K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
9+ 1.52% |
$7.33K - $10.3K
|
602
$146K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
9New |
$7.33K - $10.3K
|
9
$2.18K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9+ 0.22% |
$7.33K - $10.3K
|
4.11K
$993K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
9+ 1.64% |
$7.33K - $10.3K
|
557
$135K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
9+ 1.58% |
$7.33K - $10.3K
|
579
$140K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
9+ 0.78% |
$7.33K - $10.3K
|
1.16K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
9+ 0.01% |
$7.33K - $10.3K
|
65.8K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9+ 1.91% |
$7.33K - $10.3K
|
479
$116K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
8+ 2.55% |
$6.52K - $9.18K
|
322
$77.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8+ 2.35% |
$6.52K - $9.18K
|
349
$84.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
8+ 2.7% |
$6.52K - $9.18K
|
304
$73.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8+ 0.73% |
$6.52K - $9.18K
|
1.1K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
8+ 160.0% |
$6.52K - $9.18K
|
13
$3.14K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8+ 1.27% |
$6.52K - $9.18K
|
640
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8+ 0.48% |
$6.52K - $9.18K
|
1.66K
$402K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
8+ 12.5% |
$6.52K - $9.18K
|
72
$17.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
7+ 0.21% |
$5.7K - $8.03K
|
3.4K
$821K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
7New |
$5.7K - $8.03K
|
7
$1.69K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
7+ 1.41% |
$5.7K - $8.03K
|
504
$122K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7+ 0.53% |
$5.7K - $8.03K
|
1.34K
$323K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 28.0% |
$5.7K - $8.03K
|
32
$7.74K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
7New |
$5.7K - $8.03K
|
7
$1.69K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
7+ 1.03% |
$5.7K - $8.03K
|
685
$166K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
7+ 1.96% |
$5.7K - $8.03K
|
365
$88.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7+ 0.25% |
$5.7K - $8.03K
|
2.83K
$685K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
7New |
$5.7K - $8.03K
|
7
$1.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
7New |
$5.7K - $8.03K
|
7
$1.69K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7New |
$5.7K - $8.03K
|
7
$1.69K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7+ 140.0% |
$5.7K - $8.03K
|
12
$2.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6+ 2.42% |
$4.89K - $6.88K
|
254
$61.4K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 4.96% |
$4.89K - $6.88K
|
127
$30.7K
|