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 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-699- 6.88% |
$570K - $802K
|
9.46K
$2.27M
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-699- 11.93% |
$570K - $802K
|
5.16K
$1.24M
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-701- 21.86% |
$571K - $804K
|
2.51K
$601K
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-709- 7.42% |
$578K - $813K
|
8.84K
$2.12M
|
|
Feb 06, 2024
Q4 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-710- 8.06% |
$579K - $814K
|
8.1K
$1.94M
|
|
Feb 07, 2024
Q4 2023
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-715- 11.92% |
$583K - $820K
|
5.29K
$1.27M
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-721- 8.68% |
$587K - $827K
|
7.58K
$1.82M
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-725- 76.0% |
$591K - $832K
|
229
$54.9K
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-734- 4.85% |
$598K - $842K
|
14.4K
$3.45M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-740- 1.26% |
$603K - $849K
|
58.1K
$13.9M
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-742- 4.8% |
$605K - $851K
|
14.7K
$3.53M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-744- 0.24% |
$606K - $853K
|
307K
$73.6M
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-745- 17.96% |
$607K - $855K
|
3.4K
$815K
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-751- 14.8% |
$612K - $861K
|
4.33K
$1.04M
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-756- 6.08% |
$616K - $867K
|
11.7K
$2.8M
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-756- 4.33% |
$616K - $867K
|
16.7K
$4.01M
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-762- 35.49% |
$621K - $874K
|
1.39K
$332K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-764- 4.41% |
$623K - $876K
|
16.6K
$3.97M
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-776- 3.89% |
$632K - $890K
|
19.2K
$4.6M
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-783- 6.48% |
$638K - $898K
|
11.3K
$2.71M
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-796- 5.55% |
$649K - $913K
|
13.5K
$3.25M
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-826- 1.93% |
$673K - $947K
|
41.9K
$10M
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-837- 51.83% |
$682K - $960K
|
778
$186K
|
|
Jan 04, 2024
Q4 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-849- 41.21% |
$692K - $974K
|
1.21K
$290K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-857- 3.34% |
$698K - $983K
|
24.8K
$5.94M
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-871- 3.08% |
$710K - $999K
|
27.4K
$6.58M
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-872- 61.32% |
$711K - $1M
|
550
$132K
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-884- 31.15% |
$720K - $1.01M
|
1.95K
$468K
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-884- 2.49% |
$720K - $1.01M
|
34.6K
$8.3M
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-891- 13.87% |
$726K - $1.02M
|
5.53K
$1.33M
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-900- 4.81% |
$733K - $1.03M
|
17.8K
$4.27M
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-910- 7.66% |
$741K - $1.04M
|
11K
$2.63M
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-918- 10.12% |
$748K - $1.05M
|
8.15K
$1.95M
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-950- 4.04% |
$774K - $1.09M
|
22.5K
$5.4M
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-973- 1.38% |
$793K - $1.12M
|
69.6K
$16.7M
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-985- 1.36% |
$803K - $1.13M
|
71.4K
$17.1M
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-990- 2.72% |
$807K - $1.14M
|
35.4K
$8.49M
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-999- 43.34% |
$814K - $1.15M
|
1.31K
$313K
|
|
Jan 26, 2024
Q4 2023
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-1K- 27.03% |
$815K - $1.15M
|
2.7K
$647K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.01K- 76.11% |
$825K - $1.16M
|
318
$76.2K
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.02K- 3.69% |
$829K - $1.17M
|
26.6K
$6.37M
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.04K- 7.37% |
$843K - $1.19M
|
13K
$3.12M
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.04K- 2.76% |
$844K - $1.19M
|
36.5K
$8.74M
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.05K- 30.33% |
$851K - $1.2M
|
2.4K
$575K
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1.1K- 11.56% |
$898K - $1.26M
|
8.43K
$2.02M
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.12K- 2.93% |
$910K - $1.28M
|
37.1K
$8.88M
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.13K- 10.76% |
$918K - $1.29M
|
9.34K
$2.24M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.13K- 8.81% |
$919K - $1.29M
|
11.7K
$2.8M
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.14K- 57.2% |
$932K - $1.31M
|
856
$205K
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.17K- 8.29% |
$957K - $1.35M
|
13K
$3.11M
|