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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.72KNew |
$3.03M - $4.26M
|
3.72K
$891K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
3.7KNew |
$3.01M - $4.24M
|
3.7K
$886K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.69K+ 6.74% |
$3.01M - $4.23M
|
58.4K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.64K+ 197.77% |
$2.97M - $4.18M
|
5.48K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.62K+ 107.81% |
$2.95M - $4.15M
|
6.97K
$1.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
BUY
|
- |
3.58K+ 15.23% |
$2.92M - $4.11M
|
27.1K
$6.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.53KNew |
$2.88M - $4.05M
|
3.53K
$846K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.49K+ 19.27% |
$2.84M - $4M
|
21.6K
$5.17M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
3.48K+ 37.14% |
$2.83M - $3.99M
|
12.8K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
3.44K+ 16.2% |
$2.8M - $3.94M
|
24.7K
$5.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.44KNew |
$2.8M - $3.94M
|
3.44K
$823K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
3.43K+ 1.47% |
$2.79M - $3.93M
|
237K
$56.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
3.36K+ 5.31% |
$2.74M - $3.85M
|
66.5K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.35KNew |
$2.73M - $3.84M
|
3.35K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.33K+ 3.75% |
$2.72M - $3.82M
|
92.2K
$22.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
3.3K+ 287.79% |
$2.69M - $3.79M
|
4.45K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.3K+ 105.71% |
$2.69M - $3.78M
|
6.42K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.29K+ 8.24% |
$2.68M - $3.78M
|
43.2K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
3.29KNew |
$2.68M - $3.77M
|
3.29K
$787K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.28K+ 1.13% |
$2.67M - $3.76M
|
294K
$70.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.28K+ 44.39% |
$2.67M - $3.76M
|
10.7K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
3.25KNew |
$2.64M - $3.72M
|
3.25K
$778K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.17K+ 47.74% |
$2.58M - $3.64M
|
9.82K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
3.15K+ 9.14% |
$2.56M - $3.61M
|
37.6K
$9.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
3.13KNew |
$2.55M - $3.59M
|
3.13K
$750K
|
|
|
Feb 13, 2024
Q4 2023
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
BUY
|
- |
3.13KNew |
$2.55M - $3.59M
|
3.13K
$749K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.11K+ 7.89% |
$2.54M - $3.57M
|
42.6K
$10.2M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.02KNew |
$2.46M - $3.46M
|
3.02K
$723K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.97K+ 10.17% |
$2.42M - $3.4M
|
32.1K
$7.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.94K+ 2.91% |
$2.4M - $3.38M
|
104K
$24.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.9K+ 8.13% |
$2.36M - $3.32M
|
38.5K
$9.24M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
2.89KNew |
$2.36M - $3.32M
|
2.89K
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.82K+ 23.15% |
$2.3M - $3.23M
|
15K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
2.79K+ 834.03% |
$2.28M - $3.2M
|
3.13K
$750K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.79K+ 2.8% |
$2.27M - $3.2M
|
102K
$24.5M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.78K+ 6.27% |
$2.26M - $3.19M
|
47.1K
$11.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
2.74K+ 111.45% |
$2.23M - $3.14M
|
5.19K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
2.72KNew |
$2.21M - $3.12M
|
2.72K
$651K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.64K+ 10.29% |
$2.15M - $3.03M
|
28.4K
$6.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.64K+ 11.12% |
$2.15M - $3.03M
|
26.4K
$6.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
2.56KNew |
$2.08M - $2.93M
|
2.56K
$612K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.54K+ 90.5% |
$2.07M - $2.92M
|
5.36K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.53K+ 691.78% |
$2.06M - $2.9M
|
2.89K
$693K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.5KNew |
$2.03M - $2.86M
|
2.5K
$598K
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.49KNew |
$2.03M - $2.85M
|
2.49K
$596K
|
|
|
Aug 07, 2024
Q4 2023
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
2.46KNew |
$2.01M - $2.82M
|
2.46K
$590K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.43K+ 85.07% |
$1.98M - $2.78M
|
5.28K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.41KNew |
$1.96M - $2.76M
|
2.41K
$578K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.4KNew |
$1.96M - $2.76M
|
2.4K
$576K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2.4KNew |
$1.96M - $2.75M
|
2.4K
$575K
|