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 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-451- 11.39% |
$367K - $517K
|
3.51K
$787K
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-451- 22.16% |
$367K - $517K
|
1.58K
$355K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-453- 7.13% |
$369K - $520K
|
5.9K
$1.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-459- 9.95% |
$374K - $526K
|
4.15K
$931K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-463- 3.01% |
$377K - $531K
|
14.9K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-464- 1.41% |
$378K - $532K
|
32.4K
$7.26M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-478- 26.11% |
$389K - $548K
|
1.35K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-480- 1.52% |
$391K - $551K
|
31.2K
$7M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-484- 44.08% |
$394K - $555K
|
614
$138K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-503- 0.82% |
$410K - $577K
|
60.8K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-503- 2.0% |
$410K - $577K
|
24.6K
$5.53M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-511- 13.28% |
$416K - $586K
|
3.34K
$748K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-515- 26.48% |
$420K - $591K
|
1.43K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-515- 2.46% |
$420K - $591K
|
20.5K
$4.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-515- 4.07% |
$420K - $591K
|
12.1K
$2.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-520- 3.44% |
$424K - $596K
|
14.6K
$3.28M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-529- 8.51% |
$431K - $607K
|
5.69K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-530- 43.34% |
$432K - $608K
|
693
$155K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-543- 71.45% |
$442K - $623K
|
217
$48.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-550- 61.11% |
$448K - $631K
|
350
$78.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-552- 9.31% |
$450K - $633K
|
5.38K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-553- 58.77% |
$451K - $634K
|
388
$87K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-558- 5.36% |
$455K - $640K
|
9.86K
$2.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-560- 13.97% |
$456K - $642K
|
3.45K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-561- 5.52% |
$457K - $643K
|
9.6K
$2.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-562- 21.72% |
$458K - $645K
|
2.03K
$454K
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-562- 52.77% |
$458K - $645K
|
503
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-563- 9.29% |
$459K - $646K
|
5.5K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-564- 8.69% |
$460K - $647K
|
5.93K
$1.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-573- 4.72% |
$467K - $657K
|
11.6K
$2.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-576- 6.79% |
$469K - $661K
|
7.9K
$1.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-577- 56.57% |
$470K - $662K
|
443
$99.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-584- 6.19% |
$476K - $670K
|
8.85K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-589- 17.18% |
$480K - $676K
|
2.84K
$637K
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-595- 55.66% |
$485K - $682K
|
474
$106K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-602- 55.48% |
$491K - $690K
|
483
$108K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-605- 1.36% |
$493K - $694K
|
43.8K
$9.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-605- 0.51% |
$493K - $694K
|
118K
$26.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-608- 16.9% |
$495K - $697K
|
2.99K
$670K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-619- 17.33% |
$504K - $710K
|
2.95K
$662K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-626- 6.8% |
$510K - $718K
|
8.58K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-630- 14.06% |
$513K - $723K
|
3.85K
$864K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-640- 1.54% |
$521K - $734K
|
41K
$9.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-645- 4.13% |
$526K - $740K
|
15K
$3.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-645- 2.43% |
$526K - $740K
|
25.9K
$5.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-647- 31.36% |
$527K - $742K
|
1.42K
$318K
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-653- 10.05% |
$532K - $749K
|
5.85K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-657- 11.09% |
$535K - $754K
|
5.27K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-673- 5.44% |
$548K - $772K
|
11.7K
$2.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-684- 98.7% |
$557K - $785K
|
9
$2.02K
|