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 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7.44K+ 25.82% |
$1.24M - $1.47M
|
36.3K
$8.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
7.42K+ 1.84% |
$1.24M - $1.47M
|
410K
$101M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.36K+ 3.63% |
$1.23M - $1.46M
|
210K
$51.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.35K+ 8.17% |
$1.23M - $1.46M
|
97.3K
$23.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.34K+ 3.15% |
$1.22M - $1.45M
|
240K
$59M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
7.32K+ 5.66% |
$1.22M - $1.45M
|
137K
$33.6M
|
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
7.3KNew |
$1.22M - $1.45M
|
7.3K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
7.3K+ 6.06% |
$1.22M - $1.45M
|
128K
$31.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.28K+ 5.0% |
$1.22M - $1.44M
|
153K
$37.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.28K+ 2.39% |
$1.21M - $1.44M
|
311K
$76.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
7.27K+ 10.17% |
$1.21M - $1.44M
|
78.8K
$19.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
7.24K+ 5.1% |
$1.21M - $1.43M
|
149K
$36.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7.21K+ 0.47% |
$1.2M - $1.43M
|
1.54M
$377M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
7.17K+ 3.4% |
$1.2M - $1.42M
|
218K
$53.5M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
7.17K+ 4.86% |
$1.2M - $1.42M
|
155K
$37.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
7.16K+ 6.87% |
$1.19M - $1.42M
|
111K
$27.3M
|
|
|
Aug 06, 2024
Q4 2023
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
7.11KNew |
$1.19M - $1.41M
|
7.11K
$1.75M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.08K+ 2.02% |
$1.18M - $1.4M
|
358K
$88M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.06KNew |
$1.18M - $1.4M
|
7.06K
$1.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.99K+ 55.94% |
$1.17M - $1.38M
|
19.5K
$4.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
6.96K+ 8.74% |
$1.16M - $1.38M
|
86.6K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
6.95K+ 162.83% |
$1.16M - $1.38M
|
11.2K
$2.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.88K+ 7.2% |
$1.15M - $1.36M
|
102K
$25.1M
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
6.86KNew |
$1.14M - $1.36M
|
6.86K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
6.8K+ 1.56% |
$1.13M - $1.35M
|
443K
$109M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
6.78KNew |
$1.13M - $1.34M
|
6.78K
$1.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
6.78KNew |
$1.13M - $1.34M
|
6.78K
$1.67M
|
|
|
Feb 13, 2025
Q4 2023
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
6.74KNew |
$1.12M - $1.33M
|
6.74K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
6.69K+ 3.85% |
$1.12M - $1.32M
|
180K
$44.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
6.57KNew |
$1.1M - $1.3M
|
6.57K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6.53K+ 11.47% |
$1.09M - $1.29M
|
63.5K
$15.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
6.5K+ 70.16% |
$1.08M - $1.29M
|
15.8K
$3.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
6.47K+ 879.62% |
$1.08M - $1.28M
|
7.21K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
6.45K+ 7.11% |
$1.08M - $1.28M
|
97.1K
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
6.43KNew |
$1.07M - $1.27M
|
6.43K
$1.58M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
6.38KNew |
$1.06M - $1.26M
|
6.38K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
6.36K+ 3.0% |
$1.06M - $1.26M
|
218K
$53.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.33KNew |
$1.06M - $1.25M
|
6.33K
$1.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
6.22KNew |
$1.04M - $1.23M
|
6.22K
$1.53M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
6.2KNew |
$1.03M - $1.23M
|
6.2K
$1.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
6.17K+ 29.89% |
$1.03M - $1.22M
|
26.8K
$6.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
6.16K+ 9.01% |
$1.03M - $1.22M
|
74.5K
$18.3M
|
|
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
6.14KNew |
$1.02M - $1.22M
|
6.14K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
6.11K+ 9.98% |
$1.02M - $1.21M
|
67.4K
$16.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.09K+ 0.24% |
$1.02M - $1.21M
|
2.5M
$615M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6.07K+ 4.72% |
$1.01M - $1.2M
|
135K
$33.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
6.07K+ 2.43% |
$1.01M - $1.2M
|
256K
$62.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
6.06K+ 12.36% |
$1.01M - $1.2M
|
55.1K
$13.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
6.04K+ 11.42% |
$1.01M - $1.2M
|
58.9K
$14.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
6.04KNew |
$1.01M - $1.2M
|
6.04K
$1.48M
|