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 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
38+ 9.07% |
$31K - $43.6K
|
457
$94.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
38+ 15.77% |
$31K - $43.6K
|
279
$57.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
37+ 1.05% |
$30.1K - $42.4K
|
3.57K
$740K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
37+ 7.4% |
$30.1K - $42.4K
|
537
$111K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
37+ 1.58% |
$30.1K - $42.4K
|
2.39K
$495K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
37+ 5.78% |
$30.1K - $42.4K
|
677
$140K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
37+ 5.1% |
$30.1K - $42.4K
|
762
$158K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
37+ 8.69% |
$30.1K - $42.4K
|
463
$96K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
37New |
$30.1K - $42.4K
|
37
$7.67K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
36+ 1.7% |
$29.3K - $41.3K
|
2.16K
$447K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
36+ 10.26% |
$29.3K - $41.3K
|
387
$80.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
36+ 1.48% |
$29.3K - $41.3K
|
2.46K
$511K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35+ 3.26% |
$28.5K - $40.1K
|
1.11K
$230K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
35+ 0.57% |
$28.5K - $40.1K
|
6.16K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
35+ 11.11% |
$28.5K - $40.1K
|
350
$72.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 3.58% |
$28.5K - $40.1K
|
1.01K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
35+ 4.3% |
$28.5K - $40.1K
|
849
$176K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
35+ 13.46% |
$28.5K - $40.1K
|
295
$61.2K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
35+ 6.4% |
$28.5K - $40.1K
|
582
$121K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
34+ 5.12% |
$27.7K - $39K
|
698
$145K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
34+ 10.83% |
$27.7K - $39K
|
348
$72.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
34+ 3.08% |
$27.7K - $39K
|
1.14K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
33+ 0.05% |
$26.9K - $37.9K
|
65.8K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
33+ 3.0% |
$26.9K - $37.9K
|
1.13K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
33+ 6.24% |
$26.9K - $37.9K
|
562
$117K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
32+ 1.49% |
$26.1K - $36.7K
|
2.18K
$453K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.18% |
$26.1K - $36.7K
|
17.8K
$3.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
32+ 3.43% |
$26.1K - $36.7K
|
966
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32New |
$26.1K - $36.7K
|
32
$6.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
32New |
$26.1K - $36.7K
|
32
$6.64K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
32+ 3.43% |
$26.1K - $36.7K
|
966
$200K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
31+ 3.08% |
$25.3K - $35.6K
|
1.04K
$215K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
31+ 0.7% |
$25.3K - $35.6K
|
4.48K
$929K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
31New |
$25.3K - $35.6K
|
31
$6.43K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
31+ 12.02% |
$25.3K - $35.6K
|
289
$59.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
30+ 1.08% |
$24.4K - $34.4K
|
2.8K
$580K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
30+ 11.54% |
$24.4K - $34.4K
|
290
$60.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
30+ 40.0% |
$24.4K - $34.4K
|
105
$21.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
30New |
$24.4K - $34.4K
|
30
$6.22K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
29+ 0.45% |
$23.6K - $33.3K
|
6.5K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
29+ 10.07% |
$23.6K - $33.3K
|
317
$65.7K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
29+ 6.55% |
$23.6K - $33.3K
|
472
$97.9K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
28+ 23.14% |
$22.8K - $32.1K
|
149
$30.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
28+ 5.12% |
$22.8K - $32.1K
|
575
$119K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
28+ 11.2% |
$22.8K - $32.1K
|
278
$57.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
28+ 0.98% |
$22.8K - $32.1K
|
2.88K
$598K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
27+ 12.92% |
$22K - $31K
|
236
$48.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
27New |
$22K - $31K
|
27
$5.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
27+ 0.22% |
$22K - $31K
|
12.3K
$2.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
27+ 3.78% |
$22K - $31K
|
742
$154K
|