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
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.86K+ 15.82% |
$1.51M - $2.13M
|
13.6K
$3.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.83KNew |
$1.49M - $2.09M
|
1.83K
$437K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.81KNew |
$1.48M - $2.08M
|
1.81K
$435K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.81K+ 9.92% |
$1.47M - $2.07M
|
20K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.8KNew |
$1.47M - $2.06M
|
1.8K
$431K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.76K+ 37.79% |
$1.44M - $2.02M
|
6.43K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.74KNew |
$1.41M - $1.99M
|
1.74K
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.73K+ 5.17% |
$1.41M - $1.98M
|
35.1K
$8.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.72K+ 339.72% |
$1.4M - $1.97M
|
2.23K
$533K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.7K+ 66.64% |
$1.39M - $1.95M
|
4.26K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.7K+ 151.02% |
$1.38M - $1.95M
|
2.82K
$677K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.69KNew |
$1.38M - $1.94M
|
1.69K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.68K+ 140.99% |
$1.37M - $1.93M
|
2.88K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.68K+ 185.49% |
$1.36M - $1.92M
|
2.58K
$618K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.67KNew |
$1.36M - $1.91M
|
1.67K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.66K+ 9.08% |
$1.36M - $1.91M
|
20K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
1.66KNew |
$1.35M - $1.9M
|
1.66K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.65K+ 103.38% |
$1.35M - $1.9M
|
3.25K
$780K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.65K+ 143.3% |
$1.34M - $1.89M
|
2.8K
$671K
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
1.64KNew |
$1.33M - $1.88M
|
1.64K
$392K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
1.64KNew |
$1.33M - $1.88M
|
1.64K
$392K
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.62KNew |
$1.32M - $1.86M
|
1.62K
$389K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.6K+ 21.47% |
$1.31M - $1.84M
|
9.07K
$2.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.6K+ 1.73% |
$1.3M - $1.84M
|
94K
$22.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.58K+ 14.62% |
$1.29M - $1.82M
|
12.4K
$2.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.56K+ 32.28% |
$1.27M - $1.79M
|
6.39K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1.56K+ 34.58% |
$1.27M - $1.79M
|
6.06K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.54K+ 6.38% |
$1.25M - $1.77M
|
25.7K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.54K+ 42.36% |
$1.25M - $1.77M
|
5.17K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.54KNew |
$1.25M - $1.76M
|
1.54K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.54K+ 101.52% |
$1.25M - $1.76M
|
3.05K
$730K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.52K+ 2.53% |
$1.24M - $1.74M
|
61.5K
$14.7M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
1.51K+ 76.6% |
$1.23M - $1.73M
|
3.47K
$832K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.5KNew |
$1.22M - $1.72M
|
1.5K
$359K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.49KNew |
$1.22M - $1.71M
|
1.49K
$358K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.49K+ 121.16% |
$1.21M - $1.71M
|
2.72K
$651K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.47K+ 16.89% |
$1.2M - $1.69M
|
10.2K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.47KNew |
$1.2M - $1.69M
|
1.47K
$353K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.44K+ 45.31% |
$1.18M - $1.66M
|
4.63K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.44K+ 16.4% |
$1.18M - $1.66M
|
10.2K
$2.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.42KNew |
$1.16M - $1.63M
|
1.42K
$341K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.42KNew |
$1.15M - $1.63M
|
1.42K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.41K+ 163.88% |
$1.15M - $1.62M
|
2.27K
$545K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.41K+ 121.87% |
$1.15M - $1.62M
|
2.57K
$615K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.37KNew |
$1.12M - $1.57M
|
1.37K
$329K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.37K+ 73.93% |
$1.12M - $1.57M
|
3.22K
$772K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.37K+ 1.2% |
$1.11M - $1.57M
|
115K
$27.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.36K+ 58.87% |
$1.11M - $1.56M
|
3.66K
$878K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.35KNew |
$1.1M - $1.55M
|
1.35K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.34K+ 8.61% |
$1.09M - $1.54M
|
16.9K
$4.05M
|