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 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-245- 13.46% |
$200K - $281K
|
1.58K
$377K
|
|
|
Jan 10, 2024
Q4 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-247- 8.43% |
$201K - $283K
|
2.68K
$643K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-248- 3.9% |
$202K - $284K
|
6.11K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-250- 5.92% |
$204K - $287K
|
3.97K
$952K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-253- 1.84% |
$206K - $290K
|
13.5K
$3.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-253- 4.13% |
$206K - $290K
|
5.88K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-255- 17.54% |
$208K - $292K
|
1.2K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-256- 10.71% |
$209K - $294K
|
2.13K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-258- 26.63% |
$210K - $296K
|
711
$170K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-260- 27.48% |
$212K - $298K
|
686
$164K
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-264- 5.65% |
$215K - $303K
|
4.41K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-264- 3.05% |
$215K - $303K
|
8.4K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-266- 15.52% |
$217K - $305K
|
1.45K
$347K
|
|
|
Jan 16, 2024
Q4 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-268- 3.15% |
$218K - $307K
|
8.24K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-270- 30.93% |
$220K - $310K
|
603
$145K
|
|
|
Jan 25, 2024
Q4 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-275- 1.16% |
$224K - $315K
|
23.5K
$5.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-275- 8.97% |
$224K - $315K
|
2.79K
$669K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-276- 7.05% |
$225K - $317K
|
3.64K
$872K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-277- 15.19% |
$226K - $318K
|
1.55K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-277- 5.46% |
$226K - $318K
|
4.79K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-278- 6.94% |
$227K - $319K
|
3.73K
$894K
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-278- 6.49% |
$227K - $319K
|
4K
$960K
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-280- 6.75% |
$228K - $321K
|
3.87K
$928K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-281- 10.05% |
$229K - $322K
|
2.52K
$603K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-282- 22.82% |
$230K - $323K
|
954
$229K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-283- 2.82% |
$231K - $325K
|
9.75K
$2.34M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-283- 88.99% |
$231K - $325K
|
35
$8.39K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-285- 3.88% |
$232K - $327K
|
7.07K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-286- 23.23% |
$233K - $328K
|
945
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 4.43% |
$234K - $329K
|
6.19K
$1.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-288- 0.94% |
$235K - $330K
|
30.4K
$7.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-292- 1.84% |
$238K - $335K
|
15.6K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-295- 3.15% |
$240K - $338K
|
9.06K
$2.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-298- 18.32% |
$243K - $342K
|
1.33K
$319K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-299- 9.45% |
$244K - $343K
|
2.86K
$686K
|
|
|
Jan 25, 2024
Q4 2023
|
La Financiere De L'Echiquier
|
SELL
|
- |
-300- 1.38% |
$244K - $344K
|
21.4K
$5.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-302- 31.92% |
$246K - $346K
|
644
$154K
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-309- 2.85% |
$252K - $354K
|
10.5K
$2.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-313- 4.91% |
$255K - $359K
|
6.07K
$1.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-313- 45.69% |
$255K - $359K
|
372
$89.2K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-314- 7.95% |
$256K - $360K
|
3.64K
$871K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-315- 5.25% |
$257K - $361K
|
5.69K
$1.36M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-322- 3.2% |
$262K - $369K
|
9.74K
$2.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-324- 23.48% |
$264K - $372K
|
1.06K
$253K
|
|
|
Jan 08, 2024
Q4 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-325- 2.04% |
$265K - $373K
|
15.6K
$3.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-334- 4.09% |
$272K - $383K
|
7.83K
$1.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-338- 6.22% |
$275K - $388K
|
5.1K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-340- 9.61% |
$277K - $390K
|
3.2K
$767K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-341- 42.2% |
$278K - $391K
|
467
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-342- 3.66% |
$279K - $392K
|
9.01K
$2.16M
|