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 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2New |
$1.63K - $2.29K
|
2
$413
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2+ 0.53% |
$1.63K - $2.29K
|
376
$77.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2+ 0.4% |
$1.63K - $2.29K
|
500
$103K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
2New |
$1.63K - $2.29K
|
2
$413
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2+ 0.68% |
$1.63K - $2.29K
|
297
$61.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.81% |
$1.63K - $2.29K
|
250
$51.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2+ 0.29% |
$1.63K - $2.29K
|
700
$144K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 3.03% |
$815 - $1.15K
|
34
$7.02K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.27% |
$815 - $1.15K
|
375
$77.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.18% |
$815 - $1.15K
|
554
$114K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.41% |
$815 - $1.15K
|
245
$50.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1+ 0.06% |
$815 - $1.15K
|
1.72K
$354K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1+ 0.32% |
$815 - $1.15K
|
310
$64K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
1+ 0.18% |
$815 - $1.15K
|
550
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 1.18% |
$815 - $1.15K
|
86
$17.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1+ 2.17% |
$815 - $1.15K
|
47
$9.7K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 6.67% |
$815 - $1.15K
|
16
$3.3K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-1- 0.11% |
$815 - $1.15K
|
918
$189K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1- 0.39% |
$815 - $1.15K
|
257
$53K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1- 0.03% |
$815 - $1.15K
|
2.87K
$592K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-1- 0.12% |
$815 - $1.15K
|
844
$174K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1- 0.02% |
$815 - $1.15K
|
4.61K
$951K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 0.04% |
$815 - $1.15K
|
2.27K
$469K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
SELL
|
- |
-1- 0.02% |
$815 - $1.15K
|
6.37K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1- 0.26% |
$815 - $1.15K
|
378
$78K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1- 0.14% |
$815 - $1.15K
|
700
$144K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.15% |
$815 - $1.15K
|
654
$135K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1- 0.27% |
$815 - $1.15K
|
371
$76.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1- 0.41% |
$815 - $1.15K
|
245
$50.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1- 12.5% |
$815 - $1.15K
|
7
$1.44K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 16.67% |
$815 - $1.15K
|
5
$1.03K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1- 0.33% |
$815 - $1.15K
|
306
$63.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2- 0.15% |
$1.63K - $2.29K
|
1.33K
$273K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-2- 0.04% |
$1.63K - $2.29K
|
4.64K
$957K
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-2- -0.0% |
$1.63K - $2.29K
|
63.2K
$13M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-2- 0.05% |
$1.63K - $2.29K
|
4.07K
$839K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2- 0.67% |
$1.63K - $2.29K
|
295
$60.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-2- 0.17% |
$1.63K - $2.29K
|
1.15K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2- 0.07% |
$1.63K - $2.29K
|
2.98K
$615K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-2- 0.26% |
$1.63K - $2.29K
|
769
$159K
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2- 0.48% |
$1.63K - $2.29K
|
418
$86.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2- 0.58% |
$1.63K - $2.29K
|
342
$70.6K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-3- 4.05% |
$2.44K - $3.44K
|
71
$14.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-3- 1.16% |
$2.44K - $3.44K
|
255
$52.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3- 0.69% |
$2.44K - $3.44K
|
432
$89.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-3- 37.5% |
$2.44K - $3.44K
|
5
$1.03K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-3- 0.51% |
$2.44K - $3.44K
|
589
$122K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-3- 0.88% |
$2.44K - $3.44K
|
337
$69.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4- 0.96% |
$3.26K - $4.59K
|
414
$85.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4- 0.59% |
$3.26K - $4.59K
|
678
$140K
|