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 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-122- 2.78% |
$99.4K - $140K
|
4.27K
$725K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-123- 8.07% |
$100K - $141K
|
1.4K
$238K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-123- 12.65% |
$100K - $141K
|
849
$144K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-123- 1.53% |
$100K - $141K
|
7.9K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-124- 4.47% |
$101K - $142K
|
2.65K
$450K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-124- 6.66% |
$101K - $142K
|
1.74K
$295K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-125- 13.05% |
$102K - $143K
|
833
$141K
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-126- 3.61% |
$103K - $145K
|
3.36K
$570K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-126- 10.15% |
$103K - $145K
|
1.12K
$189K
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-126- 7.38% |
$103K - $145K
|
1.58K
$268K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-130- 7.06% |
$106K - $149K
|
1.71K
$290K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-130- 10.71% |
$106K - $149K
|
1.08K
$184K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-131- 6.5% |
$107K - $150K
|
1.88K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-131- 3.31% |
$107K - $150K
|
3.83K
$649K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-132- 26.29% |
$108K - $151K
|
370
$62.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-132- 0.79% |
$108K - $151K
|
16.7K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-132- 16.44% |
$108K - $151K
|
671
$114K
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-132- 2.36% |
$108K - $151K
|
5.45K
$925K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-132- 26.29% |
$108K - $151K
|
370
$62.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-133- 2.41% |
$108K - $153K
|
5.39K
$914K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-133- 9.04% |
$108K - $153K
|
1.34K
$227K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-134- 3.48% |
$109K - $154K
|
3.72K
$631K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-137- 2.35% |
$112K - $157K
|
5.68K
$963K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-139- 33.02% |
$113K - $159K
|
282
$47.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-140- 3.02% |
$114K - $161K
|
4.49K
$762K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-140- 2.18% |
$114K - $161K
|
6.29K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-141- 5.27% |
$115K - $162K
|
2.53K
$429K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-141- 4.56% |
$115K - $162K
|
2.95K
$500K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-142- 15.01% |
$116K - $163K
|
804
$136K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-142- 8.03% |
$116K - $163K
|
1.63K
$276K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-142- 11.36% |
$116K - $163K
|
1.11K
$188K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-142- 1.34% |
$116K - $163K
|
10.5K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-143- 14.44% |
$117K - $164K
|
847
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-143- 5.76% |
$117K - $164K
|
2.34K
$397K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-145- 3.78% |
$118K - $166K
|
3.7K
$627K
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-145- 41.55% |
$118K - $166K
|
204
$34.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-145- 2.13% |
$118K - $166K
|
6.66K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-146- 18.25% |
$119K - $167K
|
654
$111K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-146- 13.75% |
$119K - $167K
|
916
$155K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-147- 4.75% |
$120K - $169K
|
2.95K
$500K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-148- 26.67% |
$121K - $170K
|
407
$69K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-149- 2.02% |
$121K - $171K
|
7.23K
$1.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-149- 13.66% |
$121K - $171K
|
942
$160K
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-150- 1.33% |
$122K - $172K
|
11.1K
$1.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-152- 0.46% |
$124K - $174K
|
32.9K
$5.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-152- 27.14% |
$124K - $174K
|
408
$69.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-152- 18.58% |
$124K - $174K
|
666
$113K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-154- 7.02% |
$125K - $177K
|
2.04K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-155- 2.06% |
$126K - $178K
|
7.35K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-156- 1.56% |
$127K - $179K
|
9.84K
$1.67M
|