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 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 17.14% |
$4.89K - $6.88K
|
41
$10.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
6+ 2.33% |
$4.89K - $6.88K
|
263
$64.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
6New |
$4.89K - $6.88K
|
6
$1.47K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
BUY
|
- |
6+ 1.52% |
$4.89K - $6.88K
|
400
$98.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6+ 1.85% |
$4.89K - $6.88K
|
331
$81.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
6+ 0.6% |
$4.89K - $6.88K
|
1.01K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
6+ 2.17% |
$4.89K - $6.88K
|
283
$69.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
6+ 1.02% |
$4.89K - $6.88K
|
595
$146K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 0.41% |
$4.89K - $6.88K
|
1.48K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
6+ 0.5% |
$4.89K - $6.88K
|
1.2K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
6+ 0.76% |
$4.89K - $6.88K
|
791
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
6New |
$4.89K - $6.88K
|
6
$1.47K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6New |
$4.89K - $6.88K
|
6
$1.47K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5+ 0.73% |
$4.07K - $5.74K
|
692
$170K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5+ 1.2% |
$4.07K - $5.74K
|
420
$103K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 17.24% |
$4.07K - $5.74K
|
34
$8.34K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5+ 9.09% |
$4.07K - $5.74K
|
60
$14.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
5+ 1.18% |
$4.07K - $5.74K
|
428
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
5+ 1.72% |
$4.07K - $5.74K
|
295
$72.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 10.0% |
$4.07K - $5.74K
|
55
$13.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.31% |
$4.07K - $5.74K
|
1.62K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5+ 14.29% |
$4.07K - $5.74K
|
40
$9.81K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4+ 1.16% |
$3.26K - $4.59K
|
349
$85.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
4+ 1.62% |
$3.26K - $4.59K
|
251
$61.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.32% |
$3.26K - $4.59K
|
1.24K
$305K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 1.06% |
$3.26K - $4.59K
|
382
$93.7K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
4+ 80.0% |
$3.26K - $4.59K
|
9
$2.21K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
4New |
$3.26K - $4.59K
|
4
$981
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4+ 0.63% |
$3.26K - $4.59K
|
644
$158K
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 57.14% |
$3.26K - $4.59K
|
11
$2.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
4+ 0.19% |
$3.26K - $4.59K
|
2.11K
$519K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
4+ 0.55% |
$3.26K - $4.59K
|
733
$180K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
4+ 0.15% |
$3.26K - $4.59K
|
2.63K
$645K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
4+ 57.14% |
$3.26K - $4.59K
|
11
$2.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
4+ 3.36% |
$3.26K - $4.59K
|
123
$30.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 8.82% |
$2.44K - $3.44K
|
37
$9.08K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
3+ 0.3% |
$2.44K - $3.44K
|
995
$244K
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3+ 0.13% |
$2.44K - $3.44K
|
2.27K
$556K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3+ 1.18% |
$2.44K - $3.44K
|
258
$63.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3+ 0.61% |
$2.44K - $3.44K
|
494
$121K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
3+ 0.58% |
$2.44K - $3.44K
|
523
$128K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
3+ 0.3% |
$2.44K - $3.44K
|
1K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3+ 0.28% |
$2.44K - $3.44K
|
1.06K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
3+ 0.35% |
$2.44K - $3.44K
|
857
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3+ 1.13% |
$2.44K - $3.44K
|
269
$66K
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 1.23% |
$2.44K - $3.44K
|
246
$60.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.6% |
$2.44K - $3.44K
|
502
$123K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.08% |
$2.44K - $3.44K
|
3.88K
$952K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2New |
$1.63K - $2.29K
|
2
$491
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.53% |
$1.63K - $2.29K
|
376
$92.3K
|