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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
9.13KNew |
$1.52M - $1.81M
|
9.13K
$2.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9.09K+ 9.34% |
$1.52M - $1.8M
|
106K
$26.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.07K+ 1.79% |
$1.51M - $1.8M
|
515K
$127M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
8.97K+ 15.71% |
$1.5M - $1.78M
|
66K
$16.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
8.9KNew |
$1.49M - $1.76M
|
8.9K
$2.19M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
8.9KNew |
$1.48M - $1.76M
|
8.9K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8.8KNew |
$1.47M - $1.74M
|
8.8K
$2.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
8.79K+ 24.08% |
$1.47M - $1.74M
|
45.3K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
8.68K+ 12.0% |
$1.45M - $1.72M
|
81.1K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
8.68K+ 2.37% |
$1.45M - $1.72M
|
375K
$92.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
8.61K+ 19.47% |
$1.44M - $1.71M
|
52.8K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
8.6K+ 13.48% |
$1.44M - $1.7M
|
72.4K
$17.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
8.57KNew |
$1.43M - $1.7M
|
8.57K
$2.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.56K+ 5.05% |
$1.43M - $1.7M
|
178K
$43.7M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8.5K+ 29.91% |
$1.42M - $1.68M
|
36.9K
$9.06M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
8.35KNew |
$1.39M - $1.65M
|
8.35K
$2.05M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
8.31K+ 3.81% |
$1.39M - $1.65M
|
227K
$55.7M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
8.28K+ 3.79% |
$1.38M - $1.64M
|
227K
$55.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.28K+ 15.08% |
$1.38M - $1.64M
|
63.2K
$15.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
BUY
|
- |
8.27K+ 2.82% |
$1.38M - $1.64M
|
302K
$74.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
8.26K+ 15.48% |
$1.38M - $1.64M
|
61.6K
$15.1M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
8.26K+ 15.48% |
$1.38M - $1.64M
|
61.6K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
8.26K+ 7.88% |
$1.38M - $1.64M
|
113K
$27.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
8.21KNew |
$1.37M - $1.63M
|
8.21K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
8.2K+ 2.75% |
$1.37M - $1.62M
|
306K
$75.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.19K+ 16.94% |
$1.37M - $1.62M
|
56.5K
$13.9M
|
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
8.18KNew |
$1.37M - $1.62M
|
8.18K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
8.11KNew |
$1.35M - $1.61M
|
8.11K
$1.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.08K+ 0.87% |
$1.35M - $1.6M
|
937K
$230M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
8.06K+ 5.27% |
$1.35M - $1.6M
|
161K
$39.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
8.05K+ 1.85% |
$1.34M - $1.6M
|
443K
$109M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.97K+ 1.09% |
$1.33M - $1.58M
|
736K
$181M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.95K+ 36.21% |
$1.33M - $1.57M
|
29.9K
$7.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
7.92K+ 0.48% |
$1.32M - $1.57M
|
1.66M
$408M
|
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
7.89KNew |
$1.32M - $1.56M
|
7.89K
$1.94M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7.85KNew |
$1.31M - $1.56M
|
7.85K
$1.93M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.85K+ 8.27% |
$1.31M - $1.55M
|
103K
$25.2M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.73KNew |
$1.29M - $1.53M
|
7.73K
$1.9M
|
|
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
7.72KNew |
$1.29M - $1.53M
|
7.72K
$1.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
7.72K+ 19.28% |
$1.29M - $1.53M
|
47.8K
$11.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
7.69KNew |
$1.28M - $1.52M
|
7.69K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
7.63K+ 25.15% |
$1.27M - $1.51M
|
38K
$9.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
7.62KNew |
$1.27M - $1.51M
|
7.62K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.6K+ 5.65% |
$1.27M - $1.51M
|
142K
$34.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.6K+ 330.43% |
$1.27M - $1.51M
|
9.9K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
7.6K+ 7.17% |
$1.27M - $1.51M
|
114K
$27.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
7.56KNew |
$1.26M - $1.5M
|
7.56K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
7.53K+ 13.31% |
$1.26M - $1.49M
|
64.1K
$15.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7.49K+ 12.8% |
$1.25M - $1.48M
|
66K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.45K+ 1.58% |
$1.24M - $1.48M
|
479K
$118M
|