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 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
6.03K+ 52.91% |
$1.01M - $1.2M
|
17.4K
$4.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
6.03K+ 130.02% |
$1.01M - $1.19M
|
10.7K
$2.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
6.01K+ 3.37% |
$1M - $1.19M
|
184K
$45.3M
|
|
|
Feb 14, 2024
Q4 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
5.98K+ 3.73% |
$998K - $1.18M
|
166K
$40.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
5.96K+ 61.92% |
$994K - $1.18M
|
15.6K
$3.83M
|
|
|
Feb 12, 2025
Q4 2023
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
5.93K+ 236.63% |
$990K - $1.17M
|
8.44K
$2.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.9KNew |
$985K - $1.17M
|
5.9K
$1.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5.9K+ 3.43% |
$984K - $1.17M
|
178K
$43.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
5.89K+ 18.98% |
$982K - $1.17M
|
36.9K
$9.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
5.86K+ 3.0% |
$978K - $1.16M
|
201K
$49.5M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
5.86KNew |
$978K - $1.16M
|
5.86K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
5.85K+ 1.2% |
$976K - $1.16M
|
493K
$121M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
5.84KNew |
$975K - $1.16M
|
5.84K
$1.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.84K+ 1.62% |
$974K - $1.16M
|
366K
$89.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.82K+ 19.67% |
$971K - $1.15M
|
35.4K
$8.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.81K+ 1.67% |
$969K - $1.15M
|
354K
$87M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
5.78K+ 6.42% |
$964K - $1.14M
|
95.8K
$23.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.78K+ 0.72% |
$964K - $1.14M
|
812K
$199M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
5.69K+ 2.51% |
$950K - $1.13M
|
233K
$57.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5.67K+ 31.07% |
$947K - $1.12M
|
23.9K
$5.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.64K+ 2.85% |
$942K - $1.12M
|
203K
$49.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
5.6KNew |
$935K - $1.11M
|
5.6K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
5.59K+ 2.06% |
$933K - $1.11M
|
277K
$68M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
5.57K+ 1.68% |
$930K - $1.1M
|
336K
$82.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
5.52KNew |
$922K - $1.09M
|
5.52K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
5.5KNew |
$918K - $1.09M
|
5.5K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.5K+ 40.95% |
$917K - $1.09M
|
18.9K
$4.65M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
5.5K+ 12.35% |
$917K - $1.09M
|
50K
$12.3M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.46K+ 4.73% |
$910K - $1.08M
|
121K
$29.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.45K+ 2.27% |
$910K - $1.08M
|
246K
$60.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
5.44K+ 11.96% |
$908K - $1.08M
|
50.9K
$12.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
5.41KNew |
$902K - $1.07M
|
5.41K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
5.4K+ 0.93% |
$901K - $1.07M
|
585K
$144M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
5.39K+ 5.94% |
$900K - $1.07M
|
96.3K
$23.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5.39KNew |
$900K - $1.07M
|
5.39K
$1.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.37K+ 2.34% |
$897K - $1.06M
|
235K
$57.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
5.36K+ 129.24% |
$895K - $1.06M
|
9.51K
$2.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.34K+ 191.6% |
$891K - $1.06M
|
8.12K
$1.99M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5.32KNew |
$888K - $1.05M
|
5.32K
$1.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
5.32K+ 6.11% |
$887K - $1.05M
|
92.3K
$22.7M
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
5.31K+ 86.89% |
$887K - $1.05M
|
11.4K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
5.31KNew |
$886K - $1.05M
|
5.31K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.28K+ 4.32% |
$881K - $1.05M
|
127K
$31.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
5.25K+ 4.74% |
$876K - $1.04M
|
116K
$28.5M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
5.23K+ 33.01% |
$874K - $1.04M
|
21.1K
$5.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.21K+ 7.44% |
$869K - $1.03M
|
75.2K
$18.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.19K+ 3.17% |
$866K - $1.03M
|
169K
$41.5M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.18K+ 8.11% |
$864K - $1.03M
|
69K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.18K+ 1.76% |
$864K - $1.03M
|
299K
$73.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
5.11K+ 7.14% |
$853K - $1.01M
|
76.7K
$18.8M
|