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 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
12.6K+ 21.74% |
$2.1M - $2.49M
|
70.4K
$17.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
12.6KNew |
$2.1M - $2.49M
|
12.6K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
12.5KNew |
$2.09M - $2.48M
|
12.5K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
12.5K+ 7.19% |
$2.08M - $2.47M
|
186K
$45.7M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
12.4K+ 38.27% |
$2.07M - $2.45M
|
44.7K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
12.4KNew |
$2.06M - $2.45M
|
12.4K
$3.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
12.3KNew |
$2.05M - $2.43M
|
12.3K
$3.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 6.24% |
$2.05M - $2.43M
|
209K
$51.3M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12.2K+ 21.29% |
$2.03M - $2.41M
|
69.4K
$17M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
12.1KNew |
$2.03M - $2.41M
|
12.1K
$2.98M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
12.1K+ 26.73% |
$2.02M - $2.39M
|
57.3K
$14.1M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
12.1KNew |
$2.01M - $2.39M
|
12.1K
$2.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12K+ 14.68% |
$2M - $2.37M
|
93.5K
$23M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
11.9KNew |
$1.99M - $2.37M
|
11.9K
$2.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
11.9KNew |
$1.99M - $2.36M
|
11.9K
$2.93M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
11.9K+ 2.57% |
$1.98M - $2.35M
|
473K
$116M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
11.9KNew |
$1.98M - $2.35M
|
11.9K
$2.92M
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
11.8KNew |
$1.98M - $2.35M
|
11.8K
$2.91M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
11.8KNew |
$1.98M - $2.34M
|
11.8K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11.8K+ 8.44% |
$1.96M - $2.33M
|
151K
$37.1M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
11.7K+ 26.61% |
$1.96M - $2.32M
|
55.8K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
11.7K+ 9.88% |
$1.95M - $2.31M
|
130K
$31.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11.6K+ 5.54% |
$1.94M - $2.31M
|
222K
$54.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
11.5KNew |
$1.93M - $2.29M
|
11.5K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11.5KNew |
$1.93M - $2.29M
|
11.5K
$2.83M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.5K+ 41.57% |
$1.92M - $2.28M
|
39.2K
$9.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
11.4KNew |
$1.91M - $2.27M
|
11.4K
$2.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
11.4K+ 15.9% |
$1.91M - $2.26M
|
83.2K
$20.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
11.4K+ 67.14% |
$1.9M - $2.25M
|
28.3K
$6.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11.4K+ 12.06% |
$1.89M - $2.25M
|
105K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
11.3K+ 12.95% |
$1.89M - $2.24M
|
98.7K
$24.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
11.3K+ 3.11% |
$1.88M - $2.23M
|
374K
$91.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
11.3KNew |
$1.88M - $2.23M
|
11.3K
$2.77M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
11.2K+ 14364.1% |
$1.87M - $2.22M
|
11.3K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
11.2KNew |
$1.87M - $2.22M
|
11.2K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11KNew |
$1.84M - $2.19M
|
11K
$2.71M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
11KNew |
$1.84M - $2.19M
|
11K
$2.71M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11K+ 4.2% |
$1.84M - $2.19M
|
274K
$67.2M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
11K+ 7.28% |
$1.83M - $2.18M
|
162K
$39.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
11KNew |
$1.83M - $2.17M
|
11K
$2.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11K+ 21.48% |
$1.83M - $2.17M
|
61.9K
$15.2M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
10.9KNew |
$1.82M - $2.16M
|
10.9K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
10.9KNew |
$1.82M - $2.15M
|
10.9K
$2.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
10.9K+ 1.8% |
$1.81M - $2.15M
|
613K
$151M
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
10.8K+ 43.65% |
$1.8M - $2.14M
|
35.6K
$8.74M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
10.7KNew |
$1.79M - $2.12M
|
10.7K
$2.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10.6K+ 0.55% |
$1.77M - $2.1M
|
1.95M
$480M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10.6KNew |
$1.77M - $2.1M
|
10.6K
$2.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
10.6KNew |
$1.76M - $2.09M
|
10.6K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10.5K+ 39.98% |
$1.76M - $2.09M
|
36.9K
$9.06M
|