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
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-302- 31.92% |
$246K - $346K
|
644
$109K
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-309- 2.85% |
$252K - $354K
|
10.5K
$1.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-313- 4.91% |
$255K - $359K
|
6.07K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-313- 45.69% |
$255K - $359K
|
372
$63.1K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-314- 7.95% |
$256K - $360K
|
3.64K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-315- 5.25% |
$257K - $361K
|
5.69K
$965K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-322- 3.2% |
$262K - $369K
|
9.74K
$1.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-324- 23.48% |
$264K - $372K
|
1.06K
$179K
|
|
|
Jan 08, 2024
Q4 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-325- 2.04% |
$265K - $373K
|
15.6K
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-334- 4.09% |
$272K - $383K
|
7.83K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-338- 6.22% |
$275K - $388K
|
5.1K
$864K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-340- 9.61% |
$277K - $390K
|
3.2K
$542K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-341- 42.2% |
$278K - $391K
|
467
$79.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-342- 3.66% |
$279K - $392K
|
9.01K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-344- 16.74% |
$280K - $395K
|
1.71K
$290K
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-344- 3.53% |
$280K - $395K
|
9.41K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-344- 9.6% |
$280K - $395K
|
3.24K
$549K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-346- 9.69% |
$282K - $397K
|
3.22K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-346- 16.67% |
$282K - $397K
|
1.73K
$293K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-350- 32.74% |
$285K - $401K
|
719
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-352- 1.49% |
$287K - $404K
|
23.3K
$3.96M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-353- 4.48% |
$288K - $405K
|
7.52K
$1.28M
|
|
|
Feb 23, 2024
Q4 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-354- 1.9% |
$288K - $406K
|
18.3K
$3.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-356- 11.26% |
$290K - $408K
|
2.81K
$476K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-360- 15.33% |
$293K - $413K
|
1.99K
$337K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-366- 7.54% |
$298K - $420K
|
4.49K
$761K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-367- 19.98% |
$299K - $421K
|
1.47K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-371- 1.91% |
$302K - $426K
|
19K
$3.22M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-372- 6.15% |
$303K - $427K
|
5.67K
$962K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-373- 2.16% |
$304K - $428K
|
16.9K
$2.86M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-375- 1.22% |
$306K - $430K
|
30.5K
$5.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-375- 6.02% |
$306K - $430K
|
5.86K
$993K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-377- 3.39% |
$307K - $432K
|
10.7K
$1.82M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-379- 7.11% |
$309K - $435K
|
4.95K
$840K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-380- 0.61% |
$310K - $436K
|
61.6K
$10.5M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-381- 11.63% |
$310K - $437K
|
2.9K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-382- 1.17% |
$311K - $438K
|
32.3K
$5.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-383- 54.95% |
$312K - $439K
|
314
$53.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-386- 4.11% |
$315K - $443K
|
9K
$1.53M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-390- 6.39% |
$318K - $447K
|
5.72K
$969K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-397- 1.76% |
$323K - $455K
|
22.2K
$3.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-399- 5.88% |
$325K - $458K
|
6.38K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-400- 44.25% |
$326K - $459K
|
504
$85.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-400- 5.41% |
$326K - $459K
|
6.99K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-404- 0.64% |
$329K - $463K
|
62.4K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-407- 18.94% |
$332K - $467K
|
1.74K
$295K
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-408- 15.5% |
$332K - $468K
|
2.22K
$377K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-409- 0.95% |
$333K - $469K
|
42.5K
$7.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-413- 41.8% |
$337K - $474K
|
575
$97.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-414- 11.82% |
$337K - $475K
|
3.09K
$524K
|