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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
21KNew |
$3.51M - $4.16M
|
21K
$5.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
21K+ 26.69% |
$3.5M - $4.16M
|
99.7K
$24.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
21K+ 56.0% |
$3.5M - $4.16M
|
58.4K
$14.3M
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
20.9K+ 7.94% |
$3.48M - $4.13M
|
284K
$69.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
20.9KNew |
$3.48M - $4.13M
|
20.9K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
20.8K+ 0.42% |
$3.46M - $4.11M
|
4.94M
$1.21B
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
20.7K+ 12.49% |
$3.46M - $4.11M
|
187K
$45.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
20.7KNew |
$3.46M - $4.11M
|
20.7K
$5.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
20.7K+ 0.47% |
$3.46M - $4.1M
|
4.47M
$1.1B
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
20.7K+ 7.01% |
$3.45M - $4.09M
|
315K
$77.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
20.6KNew |
$3.43M - $4.07M
|
20.6K
$5.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20.4K+ 53.25% |
$3.41M - $4.05M
|
58.8K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20.2K+ 8.71% |
$3.37M - $4M
|
252K
$61.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
20.2K+ 113.14% |
$3.37M - $4M
|
38K
$9.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
20.1K+ 21.1% |
$3.36M - $3.99M
|
116K
$28.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
20.1K+ 12.27% |
$3.36M - $3.98M
|
184K
$45.2M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20KNew |
$3.34M - $3.97M
|
20K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
20K+ 4.86% |
$3.34M - $3.96M
|
431K
$106M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
19.9KNew |
$3.32M - $3.94M
|
19.9K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
19.9KNew |
$3.31M - $3.93M
|
19.9K
$4.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
19.9K+ 15.56% |
$3.31M - $3.93M
|
147K
$36.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
19.8KNew |
$3.31M - $3.93M
|
19.8K
$4.87M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.8K+ 2.82% |
$3.3M - $3.92M
|
720K
$177M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19.8K+ 9.71% |
$3.3M - $3.92M
|
223K
$54.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
19.7K+ 531.79% |
$3.29M - $3.9M
|
23.4K
$5.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
19.7KNew |
$3.28M - $3.9M
|
19.7K
$4.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
19.6K+ 42.08% |
$3.28M - $3.89M
|
66.3K
$16.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
19.6K+ 65.23% |
$3.27M - $3.89M
|
49.7K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
19.6K+ 3.33% |
$3.27M - $3.88M
|
608K
$149M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 0.16% |
$3.25M - $3.86M
|
12M
$2.96B
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
19.4KNew |
$3.24M - $3.85M
|
19.4K
$4.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19.3K+ 17.77% |
$3.22M - $3.83M
|
128K
$31.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
19.2KNew |
$3.21M - $3.81M
|
19.2K
$4.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.2K+ 3.09% |
$3.2M - $3.8M
|
640K
$157M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
19KNew |
$3.17M - $3.77M
|
19K
$4.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18.9KNew |
$3.15M - $3.74M
|
18.9K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
18.8K+ 2.95% |
$3.14M - $3.73M
|
657K
$161M
|
|
|
Feb 13, 2024
Q4 2023
|
Massachusetts Institute Of Technology
Cambridge, MA |
BUY
|
- |
18.8KNew |
$3.13M - $3.72M
|
18.8K
$4.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18.7KNew |
$3.12M - $3.7M
|
18.7K
$4.59M
|
|
|
Dec 03, 2024
Q4 2023
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
18.7KNew |
$3.12M - $3.7M
|
18.7K
$4.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Horiko Capital Management LLC
New York, NY |
BUY
|
- |
18.6K+ 17.88% |
$3.11M - $3.69M
|
123K
$30.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.5K+ 5.62% |
$3.09M - $3.67M
|
348K
$85.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
18.3KNew |
$3.06M - $3.63M
|
18.3K
$4.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18.3KNew |
$3.05M - $3.62M
|
18.3K
$4.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
18.2KNew |
$3.04M - $3.61M
|
18.2K
$4.48M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
18.2KNew |
$3.04M - $3.61M
|
18.2K
$4.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
18KNew |
$3.01M - $3.58M
|
18K
$4.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
18KNew |
$3M - $3.56M
|
18K
$4.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18K+ 4.75% |
$3M - $3.56M
|
396K
$97.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
18K+ 1.98% |
$3M - $3.56M
|
925K
$227M
|