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
|
Dorsey Wright & Associates
|
SELL
|
- |
-97- 2.23% |
$79K - $111K
|
4.26K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-100- 10.63% |
$81.5K - $115K
|
841
$202K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-100- 0.48% |
$81.5K - $115K
|
20.5K
$4.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-100- 3.03% |
$81.5K - $115K
|
3.2K
$767K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 2.17% |
$81.5K - $115K
|
4.5K
$1.08M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-100- 7.76% |
$81.5K - $115K
|
1.19K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-101- 6.88% |
$82.3K - $116K
|
1.37K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-102- 4.4% |
$83.1K - $117K
|
2.22K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
SELL
|
- |
-102- 2.91% |
$83.1K - $117K
|
3.41K
$816K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-103- 0.55% |
$83.9K - $118K
|
18.8K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-103- 2.56% |
$83.9K - $118K
|
3.92K
$940K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-104- 10.19% |
$84.7K - $119K
|
917
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-104- 3.12% |
$84.7K - $119K
|
3.23K
$773K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-104- 8.31% |
$84.7K - $119K
|
1.15K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-104- 12.43% |
$84.7K - $119K
|
733
$176K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-105- 13.65% |
$85.6K - $120K
|
664
$159K
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-105- 23.76% |
$85.6K - $120K
|
337
$80.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-106- 32.82% |
$86.4K - $122K
|
217
$52K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-106- 1.53% |
$86.4K - $122K
|
6.83K
$1.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-106- 1.59% |
$86.4K - $122K
|
6.57K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-106- 16.64% |
$86.4K - $122K
|
531
$127K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-107- 2.95% |
$87.2K - $123K
|
3.52K
$845K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-107- 8.41% |
$87.2K - $123K
|
1.17K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-107- 0.42% |
$87.2K - $123K
|
25.3K
$6.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-108- 3.77% |
$88K - $124K
|
2.76K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-110- 12.1% |
$89.6K - $126K
|
799
$192K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-112- 3.95% |
$91.3K - $128K
|
2.73K
$653K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-113- 3.8% |
$92.1K - $130K
|
2.86K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-113- 12.34% |
$92.1K - $130K
|
803
$192K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-115- 5.77% |
$93.7K - $132K
|
1.88K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-115- 11.82% |
$93.7K - $132K
|
858
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-115- 2.33% |
$93.7K - $132K
|
4.83K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-116- 23.11% |
$94.5K - $133K
|
386
$92.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-117- 41.94% |
$95.3K - $134K
|
162
$38.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-117- 3.37% |
$95.3K - $134K
|
3.36K
$805K
|
|
|
Feb 08, 2024
Q4 2023
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-119- 0.13% |
$97K - $136K
|
92K
$22.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-120- 5.82% |
$97.8K - $138K
|
1.94K
$466K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-121- 29.02% |
$98.6K - $139K
|
296
$70.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-122- 2.78% |
$99.4K - $140K
|
4.27K
$1.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-123- 8.07% |
$100K - $141K
|
1.4K
$336K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-123- 12.65% |
$100K - $141K
|
849
$203K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-123- 1.53% |
$100K - $141K
|
7.9K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-124- 4.47% |
$101K - $142K
|
2.65K
$635K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-124- 6.66% |
$101K - $142K
|
1.74K
$417K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-125- 13.05% |
$102K - $143K
|
833
$200K
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-126- 3.61% |
$103K - $145K
|
3.36K
$806K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-126- 10.15% |
$103K - $145K
|
1.12K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-126- 7.38% |
$103K - $145K
|
1.58K
$379K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-130- 7.06% |
$106K - $149K
|
1.71K
$410K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-130- 10.71% |
$106K - $149K
|
1.08K
$260K
|