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
|
Banco Santander, S.A.
|
SELL
|
- |
-2.94K- 12.28% |
$2.4M - $3.37M
|
21K
$5.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.96K- 8.45% |
$2.41M - $3.39M
|
32K
$7.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.96K- 13.87% |
$2.41M - $3.39M
|
18.4K
$4.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.97K- 31.36% |
$2.42M - $3.4M
|
6.49K
$1.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-2.97K- 48.21% |
$2.42M - $3.4M
|
3.19K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-2.99K- 21.2% |
$2.43M - $3.42M
|
11.1K
$2.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-3.04K- 12.85% |
$2.48M - $3.49M
|
20.6K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.05K- 15.78% |
$2.49M - $3.5M
|
16.3K
$3.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
SELL
|
- |
-3.06K- 3.09% |
$2.5M - $3.51M
|
96K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.07K- 5.71% |
$2.5M - $3.52M
|
50.8K
$12.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-3.1K- 6.43% |
$2.53M - $3.55M
|
45.1K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.1K- 73.29% |
$2.53M - $3.56M
|
1.13K
$271K
|
|
|
Feb 20, 2024
Q4 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-3.13K- 26.76% |
$2.55M - $3.59M
|
8.57K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-3.13K- 46.46% |
$2.55M - $3.59M
|
3.61K
$866K
|
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-3.17K- 0.99% |
$2.58M - $3.64M
|
316K
$75.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-3.2K- 52.24% |
$2.61M - $3.67M
|
2.93K
$702K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.24K- 21.24% |
$2.64M - $3.72M
|
12K
$2.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.32K- 68.46% |
$2.7M - $3.8M
|
1.53K
$366K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.34K- 0.64% |
$2.72M - $3.83M
|
519K
$124M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-3.34K- 71.53% |
$2.72M - $3.83M
|
1.33K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.46K- 32.16% |
$2.82M - $3.97M
|
7.29K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-3.5K- 1.62% |
$2.85M - $4.01M
|
213K
$51M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.51K- 71.95% |
$2.86M - $4.03M
|
1.37K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.6K- 5.02% |
$2.93M - $4.12M
|
68K
$16.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.64K- 3.17% |
$2.96M - $4.17M
|
111K
$26.6M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.65K- 3.69% |
$2.97M - $4.19M
|
95.3K
$22.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-3.7K- 16.48% |
$3.02M - $4.25M
|
18.8K
$4.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.72K- 24.31% |
$3.03M - $4.26M
|
11.6K
$2.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-3.78K- 90.42% |
$3.08M - $4.33M
|
400
$95.9K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-3.78K- 98.31% |
$3.08M - $4.34M
|
65
$15.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.8K- 15.15% |
$3.09M - $4.35M
|
21.3K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
SELL
|
- |
-3.8K- 73.36% |
$3.1M - $4.36M
|
1.38K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-3.88K- 38.14% |
$3.16M - $4.45M
|
6.29K
$1.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.89K- 3.68% |
$3.17M - $4.46M
|
102K
$24.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3.9K- 5.61% |
$3.18M - $4.47M
|
65.6K
$15.7M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-3.9K- 36.02% |
$3.18M - $4.47M
|
6.93K
$1.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.91K- 11.66% |
$3.19M - $4.48M
|
29.6K
$7.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.96K- 2.49% |
$3.23M - $4.54M
|
155K
$37.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.99K- 2.38% |
$3.25M - $4.57M
|
164K
$39.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-4.03K- 19.33% |
$3.28M - $4.62M
|
16.8K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-4.1K- 1.83% |
$3.34M - $4.7M
|
220K
$52.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-4.1K- 25.99% |
$3.34M - $4.71M
|
11.7K
$2.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-4.12K- 17.27% |
$3.36M - $4.72M
|
19.7K
$4.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-4.19K- 92.66% |
$3.42M - $4.81M
|
332
$79.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.19K- 59.24% |
$3.42M - $4.81M
|
2.89K
$691K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.25KClosed |
$3.46M - $4.87M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-4.35K- 39.73% |
$3.54M - $4.99M
|
6.6K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.37K- 83.27% |
$3.56M - $5.02M
|
879
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Tree Line Advisors (Hong Kong) Ltd.
Central, K3 |
SELL
|
- |
-4.4K- 11.17% |
$3.59M - $5.05M
|
35K
$8.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-4.42K- 1.05% |
$3.6M - $5.07M
|
418K
$100M
|