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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-154- 7.02% |
$125K - $177K
|
2.04K
$584K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-155- 2.06% |
$126K - $178K
|
7.35K
$2.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-156- 1.56% |
$127K - $179K
|
9.84K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-156- 21.82% |
$127K - $179K
|
559
$160K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-157- 18.85% |
$128K - $180K
|
676
$194K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-157- 1.0% |
$128K - $180K
|
15.5K
$4.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-160- 16.34% |
$130K - $184K
|
819
$235K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-160- 27.16% |
$130K - $184K
|
429
$123K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-160- 2.74% |
$130K - $184K
|
5.68K
$1.63M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-161- 36.76% |
$131K - $185K
|
277
$79.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-162- 1.6% |
$132K - $186K
|
9.98K
$2.86M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-162- 23.62% |
$132K - $186K
|
524
$150K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-164- 1.0% |
$134K - $188K
|
16.2K
$4.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-166- 1.74% |
$135K - $190K
|
9.35K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-167- 4.46% |
$136K - $192K
|
3.58K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-167- 1.65% |
$136K - $192K
|
9.96K
$2.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-169- 2.46% |
$138K - $194K
|
6.69K
$1.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-174- 2.49% |
$142K - $200K
|
6.81K
$1.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-175- 2.07% |
$143K - $201K
|
8.28K
$2.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-178- 2.9% |
$145K - $204K
|
5.95K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-178- 20.3% |
$145K - $204K
|
699
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-178- 2.9% |
$145K - $204K
|
5.95K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-179- 0.93% |
$146K - $205K
|
19K
$5.43M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-180- 12.43% |
$147K - $206K
|
1.27K
$363K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-180- 11.17% |
$147K - $206K
|
1.43K
$410K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-181- 0.7% |
$147K - $208K
|
25.7K
$7.37M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-183- 4.8% |
$149K - $210K
|
3.63K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-186- 48.19% |
$152K - $213K
|
200
$57.3K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-188- 5.15% |
$153K - $216K
|
3.46K
$992K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-189- 3.4% |
$154K - $217K
|
5.37K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-190- 1.19% |
$155K - $218K
|
15.7K
$4.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-190- 2.46% |
$155K - $218K
|
7.54K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-190- 29.01% |
$155K - $218K
|
465
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-190- 3.2% |
$155K - $218K
|
5.75K
$1.65M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-191- 33.75% |
$156K - $219K
|
375
$107K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-192- 3.24% |
$156K - $220K
|
5.73K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-194- 16.37% |
$158K - $223K
|
991
$284K
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-196- 3.85% |
$160K - $225K
|
4.9K
$1.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-197- 1.18% |
$161K - $226K
|
16.5K
$4.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-197- 32.45% |
$161K - $226K
|
410
$117K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-198- 19.02% |
$161K - $227K
|
843
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-198- 9.59% |
$161K - $227K
|
1.87K
$535K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-199- 26.78% |
$162K - $228K
|
544
$156K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-202- 13.17% |
$165K - $232K
|
1.33K
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-205- 3.76% |
$167K - $235K
|
5.24K
$1.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-210- 8.06% |
$171K - $241K
|
2.39K
$686K
|
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-210- 50.0% |
$171K - $241K
|
210
$60.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-211- 14.24% |
$172K - $242K
|
1.27K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-211- 2.2% |
$172K - $242K
|
9.39K
$2.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-219- 4.63% |
$178K - $251K
|
4.51K
$1.29M
|