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 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4- 0.32% |
$3.26K - $4.59K
|
1.26K
$308K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-4- 3.54% |
$3.26K - $4.59K
|
109
$26.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4- 0.36% |
$3.26K - $4.59K
|
1.11K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-4- 1.57% |
$3.26K - $4.59K
|
250
$61.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-5- 0.15% |
$4.07K - $5.74K
|
3.27K
$802K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5- 1.67% |
$4.07K - $5.74K
|
294
$72.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-5- 0.31% |
$4.07K - $5.74K
|
1.62K
$398K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5- 5.95% |
$4.07K - $5.74K
|
79
$19.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-5- 1.61% |
$4.07K - $5.74K
|
306
$75.1K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-5- 1.86% |
$4.07K - $5.74K
|
264
$64.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5- 0.04% |
$4.07K - $5.74K
|
13.8K
$3.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-5- 0.68% |
$4.07K - $5.74K
|
730
$179K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-5- 1.49% |
$4.07K - $5.74K
|
330
$81K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5- 1.54% |
$4.07K - $5.74K
|
320
$78.5K
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-5- 0.58% |
$4.07K - $5.74K
|
864
$212K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 2.21% |
$4.89K - $6.88K
|
266
$65.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6- 2.4% |
$4.89K - $6.88K
|
244
$59.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-6- 2.33% |
$4.89K - $6.88K
|
251
$61.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-6- 0.19% |
$4.89K - $6.88K
|
3.18K
$779K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-6- 0.24% |
$4.89K - $6.88K
|
2.47K
$605K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-6- 0.12% |
$4.89K - $6.88K
|
4.88K
$1.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-6- 0.13% |
$4.89K - $6.88K
|
4.72K
$1.16M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-7- 0.55% |
$5.7K - $8.03K
|
1.26K
$310K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-7- 1.1% |
$5.7K - $8.03K
|
632
$155K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-7- 0.43% |
$5.7K - $8.03K
|
1.61K
$396K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7- 0.37% |
$5.7K - $8.03K
|
1.86K
$457K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-7- 1.07% |
$5.7K - $8.03K
|
647
$159K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-7- 0.04% |
$5.7K - $8.03K
|
18.6K
$4.55M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-7- 0.42% |
$5.7K - $8.03K
|
1.65K
$405K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-8- 0.89% |
$6.52K - $9.18K
|
891
$219K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-8- 1.31% |
$6.52K - $9.18K
|
604
$148K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-8- 5.52% |
$6.52K - $9.18K
|
137
$33.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-9- 2.39% |
$7.33K - $10.3K
|
367
$90K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-9- 0.43% |
$7.33K - $10.3K
|
2.07K
$508K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-9- 1.22% |
$7.33K - $10.3K
|
731
$179K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-9- 1.05% |
$7.33K - $10.3K
|
852
$209K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-9- 2.23% |
$7.33K - $10.3K
|
395
$96.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-10- 3.97% |
$8.15K - $11.5K
|
242
$59.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-10- 0.31% |
$8.15K - $11.5K
|
3.24K
$794K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-10- 2.22% |
$8.15K - $11.5K
|
440
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-10- 2.49% |
$8.15K - $11.5K
|
391
$95.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-10- 0.82% |
$8.15K - $11.5K
|
1.2K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-10- 0.73% |
$8.15K - $11.5K
|
1.36K
$333K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-11- 2.58% |
$8.96K - $12.6K
|
415
$102K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-11- 2.67% |
$8.96K - $12.6K
|
401
$98.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-11- 31.43% |
$8.96K - $12.6K
|
24
$5.89K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-11- 5.98% |
$8.96K - $12.6K
|
173
$42.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-11- 30.56% |
$8.96K - $12.6K
|
25
$6.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-11- 0.03% |
$8.96K - $12.6K
|
39.1K
$9.59M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-11- 3.31% |
$8.96K - $12.6K
|
321
$78.8K
|