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 |
|---|---|---|---|---|---|---|---|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-11- 55.0% |
$8.96K - $12.6K
|
9
$2.21K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-12- 3.42% |
$9.78K - $13.8K
|
339
$83.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-12- 0.75% |
$9.78K - $13.8K
|
1.59K
$390K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-12- 2.26% |
$9.78K - $13.8K
|
518
$127K
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-13- 1.64% |
$10.6K - $14.9K
|
781
$192K
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-13- 0.23% |
$10.6K - $14.9K
|
5.76K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-13- 0.76% |
$10.6K - $14.9K
|
1.69K
$416K
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-13- 0.02% |
$10.6K - $14.9K
|
81.6K
$20M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-13- 20.97% |
$10.6K - $14.9K
|
49
$12K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-14- 3.18% |
$11.4K - $16.1K
|
426
$105K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-14- 3.27% |
$11.4K - $16.1K
|
414
$102K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-14- 2.36% |
$11.4K - $16.1K
|
579
$142K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-14- 5.0% |
$11.4K - $16.1K
|
266
$65.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-14- 3.2% |
$11.4K - $16.1K
|
424
$104K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-14- 1.35% |
$11.4K - $16.1K
|
1.02K
$251K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-14- 1.61% |
$11.4K - $16.1K
|
853
$209K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-14- 4.23% |
$11.4K - $16.1K
|
317
$77.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-15- 1.12% |
$12.2K - $17.2K
|
1.32K
$324K
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-15- 3.98% |
$12.2K - $17.2K
|
362
$88.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-15- 6.1% |
$12.2K - $17.2K
|
231
$56.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-15- 0.58% |
$12.2K - $17.2K
|
2.57K
$629K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-16- 1.83% |
$13K - $18.4K
|
858
$211K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-17- 2.25% |
$13.9K - $19.5K
|
739
$181K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-17- 5.14% |
$13.9K - $19.5K
|
314
$77K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.23% |
$13.9K - $19.5K
|
7.24K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-17- 0.53% |
$13.9K - $19.5K
|
3.22K
$789K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-17- 1.96% |
$13.9K - $19.5K
|
851
$209K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-18- 3.44% |
$14.7K - $20.6K
|
505
$124K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-18- 1.09% |
$14.7K - $20.6K
|
1.63K
$399K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-18- 1.27% |
$14.7K - $20.6K
|
1.4K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-18- 0.58% |
$14.7K - $20.6K
|
3.1K
$760K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-18- 0.77% |
$14.7K - $20.6K
|
2.32K
$570K
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-19- 2.2% |
$15.5K - $21.8K
|
844
$207K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-19- 4.76% |
$15.5K - $21.8K
|
380
$93.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-20- 4.74% |
$16.3K - $22.9K
|
402
$98.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-20- 0.63% |
$16.3K - $22.9K
|
3.17K
$778K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-20- 0.27% |
$16.3K - $22.9K
|
7.3K
$1.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-20- 24.39% |
$16.3K - $22.9K
|
62
$15.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-20- 6.27% |
$16.3K - $22.9K
|
299
$73.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-20- 1.17% |
$16.3K - $22.9K
|
1.69K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-20- 5.93% |
$16.3K - $22.9K
|
317
$77.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-20- 2.82% |
$16.3K - $22.9K
|
690
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-20- 2.38% |
$16.3K - $22.9K
|
819
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-20- 6.41% |
$16.3K - $22.9K
|
292
$71.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-21- 1.98% |
$17.1K - $24.1K
|
1.04K
$255K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-21- 1.13% |
$17.1K - $24.1K
|
1.83K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-21- 0.56% |
$17.1K - $24.1K
|
3.7K
$908K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-21- 3.66% |
$17.1K - $24.1K
|
553
$136K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-22- 5.1% |
$17.9K - $25.2K
|
409
$100K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-22- 8.0% |
$17.9K - $25.2K
|
253
$62.1K
|