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
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-52- 6.41% |
$42.4K - $59.6K
|
759
$182K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-53- 14.76% |
$43.2K - $60.8K
|
306
$73.3K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-54- 1.26% |
$44K - $61.9K
|
4.25K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-54- 2.11% |
$44K - $61.9K
|
2.5K
$600K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-55- 3.13% |
$44.8K - $63.1K
|
1.71K
$409K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-55- 15.49% |
$44.8K - $63.1K
|
300
$71.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-55- 1.43% |
$44.8K - $63.1K
|
3.8K
$910K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-56- 6.63% |
$45.6K - $64.2K
|
789
$189K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-57- 20.07% |
$46.4K - $65.4K
|
227
$54.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-57- 2.12% |
$46.4K - $65.4K
|
2.63K
$630K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-57- 7.67% |
$46.4K - $65.4K
|
686
$164K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-57- 1.24% |
$46.4K - $65.4K
|
4.56K
$1.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-58- 1.78% |
$47.3K - $66.5K
|
3.2K
$766K
|
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-58- 2.45% |
$47.3K - $66.5K
|
2.31K
$553K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-59- 5.68% |
$48.1K - $67.7K
|
980
$235K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-59- 2.11% |
$48.1K - $67.7K
|
2.74K
$657K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-60- 5.87% |
$48.9K - $68.8K
|
963
$231K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-60- 24.49% |
$48.9K - $68.8K
|
185
$44.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-60- 6.59% |
$48.9K - $68.8K
|
850
$204K
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-61- 1.28% |
$49.7K - $70K
|
4.71K
$1.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-62- 2.42% |
$50.5K - $71.1K
|
2.5K
$600K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-62- 5.5% |
$50.5K - $71.1K
|
1.07K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-62- 18.9% |
$50.5K - $71.1K
|
266
$63.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-63- 18.21% |
$51.3K - $72.3K
|
283
$67.8K
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-63- 0.9% |
$51.3K - $72.3K
|
6.93K
$1.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-63- 6.99% |
$51.3K - $72.3K
|
838
$201K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-63- 15.18% |
$51.3K - $72.3K
|
352
$84.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-63- 0.03% |
$51.3K - $72.3K
|
196K
$47M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-64- 42.11% |
$52.1K - $73.4K
|
88
$21.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-64- 6.13% |
$52.1K - $73.4K
|
980
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-65- 5.37% |
$53K - $74.6K
|
1.15K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-65- 2.41% |
$53K - $74.6K
|
2.64K
$632K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-67- 7.99% |
$54.6K - $76.8K
|
772
$185K
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-69- 5.65% |
$56.2K - $79.1K
|
1.15K
$276K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-69- 1.52% |
$56.2K - $79.1K
|
4.48K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-69- 2.82% |
$56.2K - $79.1K
|
2.38K
$570K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-69- 4.04% |
$56.2K - $79.1K
|
1.64K
$393K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-69- 20.0% |
$56.2K - $79.1K
|
276
$66.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-69- 6.27% |
$56.2K - $79.1K
|
1.03K
$247K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-69- 13.75% |
$56.2K - $79.1K
|
433
$104K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-70- 6.49% |
$57K - $80.3K
|
1.01K
$242K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-70- 77.78% |
$57K - $80.3K
|
20
$4.79K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-72- 0.38% |
$58.7K - $82.6K
|
18.7K
$4.48M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-72- 17.06% |
$58.7K - $82.6K
|
350
$83.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-73- 24.33% |
$59.5K - $83.7K
|
227
$54.4K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-73- 10.86% |
$59.5K - $83.7K
|
599
$144K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-73- 10.53% |
$59.5K - $83.7K
|
620
$149K
|
|
|
Jan 25, 2024
Q4 2023
|
Edmp, Inc.
|
SELL
|
- |
-74- 0.93% |
$60.3K - $84.9K
|
7.89K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-74- 11.37% |
$60.3K - $84.9K
|
577
$138K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-75- 38.86% |
$61.1K - $86K
|
118
$28.3K
|