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
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-22- 0.72% |
$17.9K - $25.2K
|
3.04K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-22- 1.8% |
$17.9K - $25.2K
|
1.2K
$287K
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-23- 6.65% |
$18.7K - $26.4K
|
323
$77.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-23- 3.01% |
$18.7K - $26.4K
|
742
$178K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-23- 4.86% |
$18.7K - $26.4K
|
450
$108K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-24- 6.15% |
$19.6K - $27.5K
|
366
$87.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-24- 0.51% |
$19.6K - $27.5K
|
4.73K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-24- 9.92% |
$19.6K - $27.5K
|
218
$52.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-24- 1.7% |
$19.6K - $27.5K
|
1.39K
$333K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-25- 2.15% |
$20.4K - $28.7K
|
1.14K
$273K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-25- 2.21% |
$20.4K - $28.7K
|
1.11K
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-25- 3.41% |
$20.4K - $28.7K
|
708
$170K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-25- 2.19% |
$20.4K - $28.7K
|
1.12K
$267K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-27- 3.4% |
$22K - $31K
|
767
$184K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-27- 3.81% |
$22K - $31K
|
682
$163K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-28- 4.81% |
$22.8K - $32.1K
|
554
$133K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-28- 7.45% |
$22.8K - $32.1K
|
348
$83.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-28- 7.98% |
$22.8K - $32.1K
|
323
$77.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-28- 1.21% |
$22.8K - $32.1K
|
2.29K
$549K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-29- 6.74% |
$23.6K - $33.3K
|
401
$96.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-29- 2.31% |
$23.6K - $33.3K
|
1.23K
$294K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-29- 19.21% |
$23.6K - $33.3K
|
122
$29.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-29- 7.99% |
$23.6K - $33.3K
|
334
$80.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-29- 0.39% |
$23.6K - $33.3K
|
7.33K
$1.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-30- 2.6% |
$24.4K - $34.4K
|
1.12K
$269K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-30- 1.06% |
$24.4K - $34.4K
|
2.81K
$673K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-30- 8.62% |
$24.4K - $34.4K
|
318
$76.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-30- 12.1% |
$24.4K - $34.4K
|
218
$52.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-30- 0.75% |
$24.4K - $34.4K
|
3.99K
$955K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-30- 30.61% |
$24.4K - $34.4K
|
68
$16.3K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-30- 1.12% |
$24.4K - $34.4K
|
2.66K
$637K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-31- 1.81% |
$25.3K - $35.6K
|
1.69K
$404K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-32- 1.26% |
$26.1K - $36.7K
|
2.5K
$599K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-32- 1.72% |
$26.1K - $36.7K
|
1.83K
$438K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-33- 2.48% |
$26.9K - $37.9K
|
1.3K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-33- 12.09% |
$26.9K - $37.9K
|
240
$57.5K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-33- 28.95% |
$26.9K - $37.9K
|
81
$19.4K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-33- 1.15% |
$26.9K - $37.9K
|
2.84K
$679K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-34- 0.23% |
$27.7K - $39K
|
14.6K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-34- 13.28% |
$27.7K - $39K
|
222
$53.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-35- 9.49% |
$28.5K - $40.1K
|
334
$80.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-35- 0.15% |
$28.5K - $40.1K
|
24K
$5.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-35- 0.78% |
$28.5K - $40.1K
|
4.45K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-35- 71.43% |
$28.5K - $40.1K
|
14
$3.36K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-35- 3.45% |
$28.5K - $40.1K
|
979
$235K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-36- 0.46% |
$29.3K - $41.3K
|
7.82K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-36- 25.53% |
$29.3K - $41.3K
|
105
$25.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-37- 12.89% |
$30.1K - $42.4K
|
250
$59.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-37- 7.72% |
$30.1K - $42.4K
|
442
$106K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-38- 2.47% |
$31K - $43.6K
|
1.5K
$359K
|