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 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-38- 1.4% |
$31K - $43.6K
|
2.68K
$642K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-38- 2.42% |
$31K - $43.6K
|
1.54K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-38- 9.16% |
$31K - $43.6K
|
377
$90.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-38- 5.86% |
$31K - $43.6K
|
610
$146K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-39- 10.4% |
$31.8K - $44.7K
|
336
$80.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-39- 1.69% |
$31.8K - $44.7K
|
2.27K
$545K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-40- 7.23% |
$32.6K - $45.9K
|
513
$123K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-40- 0.26% |
$32.6K - $45.9K
|
15.2K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-40- 9.35% |
$32.6K - $45.9K
|
388
$93K
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-41- 3.09% |
$33.4K - $47K
|
1.29K
$309K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-41- 0.97% |
$33.4K - $47K
|
4.17K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-41- 13.85% |
$33.4K - $47K
|
255
$61.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-42- 10.53% |
$34.2K - $48.2K
|
357
$85.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-42- 87.5% |
$34.2K - $48.2K
|
6
$1.44K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-43- 4.08% |
$35K - $49.3K
|
1.01K
$242K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-43- 1.22% |
$35K - $49.3K
|
3.47K
$831K
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-44- 1.69% |
$35.9K - $50.5K
|
2.57K
$615K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-44- 4.9% |
$35.9K - $50.5K
|
854
$205K
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
SELL
|
- |
-44- 12.46% |
$35.9K - $50.5K
|
309
$74.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-44- 78.57% |
$35.9K - $50.5K
|
12
$2.88K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-44- 3.22% |
$35.9K - $50.5K
|
1.32K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-44- 4.12% |
$35.9K - $50.5K
|
1.03K
$246K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-45- 7.92% |
$36.7K - $51.6K
|
523
$125K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-45- 7.68% |
$36.7K - $51.6K
|
541
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-45- 7.22% |
$36.7K - $51.6K
|
578
$139K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-46- 7.29% |
$37.5K - $52.8K
|
585
$140K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-46- 7.46% |
$37.5K - $52.8K
|
571
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-46- 9.31% |
$37.5K - $52.8K
|
448
$107K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-47- 0.22% |
$38.3K - $53.9K
|
21.4K
$5.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-47- 6.94% |
$38.3K - $53.9K
|
630
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-47- 19.83% |
$38.3K - $53.9K
|
190
$45.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-48- 2.73% |
$39.1K - $55.1K
|
1.71K
$410K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-48- 7.36% |
$39.1K - $55.1K
|
604
$145K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-48- 0.58% |
$39.1K - $55.1K
|
8.2K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-49- 8.09% |
$39.9K - $56.2K
|
557
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-49- 1.14% |
$39.9K - $56.2K
|
4.24K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-50- 2.49% |
$40.7K - $57.4K
|
1.96K
$469K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 2.2% |
$40.7K - $57.4K
|
2.22K
$532K
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-50- 1.07% |
$40.7K - $57.4K
|
4.63K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-50- 5.21% |
$40.7K - $57.4K
|
910
$218K
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-50- 7.7% |
$40.7K - $57.4K
|
599
$144K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-50- 4.33% |
$40.7K - $57.4K
|
1.11K
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-50- 17.24% |
$40.7K - $57.4K
|
240
$57.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-50- 3.09% |
$40.7K - $57.4K
|
1.57K
$376K
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-50- 4.22% |
$40.7K - $57.4K
|
1.14K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-50- 6.85% |
$40.7K - $57.4K
|
680
$163K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-50- 3.38% |
$40.7K - $57.4K
|
1.43K
$343K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-50- 1.04% |
$40.7K - $57.4K
|
4.77K
$1.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-51- 2.17% |
$41.6K - $58.5K
|
2.3K
$551K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-51- 18.02% |
$41.6K - $58.5K
|
232
$55.6K
|