Purchases and Sales Made in Q4 2023 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q4 2023. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
25.6KNew |
$4.28M - $5.08M
|
25.6K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
25.5K+ 18.44% |
$4.25M - $5.05M
|
164K
$40.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
25.4K+ 15.64% |
$4.23M - $5.02M
|
187K
$46M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
25.3K+ 12.13% |
$4.22M - $5.01M
|
234K
$57.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.3K+ 7.34% |
$4.21M - $5M
|
369K
$90.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
25.1KNew |
$4.2M - $4.98M
|
25.1K
$6.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
25.1K+ 0.3% |
$4.19M - $4.97M
|
8.26M
$2.03B
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
25K+ 105.83% |
$4.17M - $4.95M
|
48.6K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
25K+ 13.45% |
$4.17M - $4.95M
|
211K
$51.8M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
24.8KNew |
$4.15M - $4.92M
|
24.8K
$6.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
24.8K+ 51.65% |
$4.14M - $4.92M
|
72.9K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
24.7KNew |
$4.13M - $4.9M
|
24.7K
$6.07M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
24.6KNew |
$4.11M - $4.88M
|
24.6K
$6.05M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24.5KNew |
$4.09M - $4.86M
|
24.5K
$6.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
24.5K+ 4.98% |
$4.09M - $4.85M
|
516K
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
24.4KNew |
$4.07M - $4.83M
|
24.4K
$5.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
24.4K+ 13.31% |
$4.06M - $4.83M
|
207K
$50.9M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
24.3KNew |
$4.06M - $4.82M
|
24.3K
$5.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.3K+ 41.64% |
$4.05M - $4.81M
|
82.6K
$20.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
24.1K+ 10.26% |
$4.03M - $4.78M
|
259K
$63.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24K+ 21.11% |
$4.01M - $4.76M
|
138K
$33.8M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
24KNew |
$4M - $4.75M
|
24K
$5.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
24KNew |
$4M - $4.75M
|
24K
$5.88M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
23.9KNew |
$3.99M - $4.74M
|
23.9K
$5.87M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
23.8KNew |
$3.97M - $4.72M
|
23.8K
$5.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23.8K+ 5.31% |
$3.97M - $4.71M
|
471K
$116M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
23.7K+ 50.8% |
$3.96M - $4.7M
|
70.4K
$17.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
23.7K+ 11.84% |
$3.95M - $4.69M
|
224K
$54.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
23.7K+ 89.21% |
$3.95M - $4.69M
|
50.2K
$12.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
23.5K+ 4.18% |
$3.93M - $4.66M
|
587K
$144M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
23.4K+ 5.69% |
$3.9M - $4.63M
|
434K
$107M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
22.9KNew |
$3.82M - $4.54M
|
22.9K
$5.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
22.8KNew |
$3.8M - $4.51M
|
22.8K
$5.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
22.7K+ 13025.86% |
$3.78M - $4.49M
|
22.8K
$5.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
22.6KNew |
$3.78M - $4.48M
|
22.6K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
22.4K+ 13.36% |
$3.74M - $4.44M
|
190K
$46.7M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
22.2KNew |
$3.71M - $4.41M
|
22.2K
$5.46M
|
|
|
Jan 05, 2024
Q4 2023
|
Leibman Financial Services, Inc.
Louisville, NE |
BUY
|
- |
22.2KNew |
$3.71M - $4.4M
|
22.2K
$5.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
22KNew |
$3.68M - $4.37M
|
22K
$5.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
22KNew |
$3.67M - $4.36M
|
22K
$5.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
21.9K+ 319.17% |
$3.65M - $4.33M
|
28.7K
$7.05M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
21.7KNew |
$3.63M - $4.3M
|
21.7K
$5.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
21.6K+ 10.09% |
$3.6M - $4.28M
|
235K
$57.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
21.6K+ 131.0% |
$3.6M - $4.27M
|
38K
$9.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
21.5KNew |
$3.6M - $4.27M
|
21.5K
$5.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
21.5KNew |
$3.6M - $4.27M
|
21.5K
$5.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
21.5K+ 26.21% |
$3.59M - $4.26M
|
104K
$25.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
21.3KNew |
$3.56M - $4.23M
|
21.3K
$5.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
21.2K+ 45.73% |
$3.54M - $4.2M
|
67.5K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
21.1KNew |
$3.52M - $4.17M
|
21.1K
$5.17M
|