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
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
5.31KNew |
$886K - $1.05M
|
5.31K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.28K+ 4.32% |
$881K - $1.05M
|
127K
$25.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
5.25K+ 4.74% |
$876K - $1.04M
|
116K
$23.2M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
5.23K+ 33.01% |
$874K - $1.04M
|
21.1K
$4.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.21K+ 7.44% |
$869K - $1.03M
|
75.2K
$15.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.19K+ 3.17% |
$866K - $1.03M
|
169K
$33.8M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.18K+ 8.11% |
$864K - $1.03M
|
69K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.18K+ 1.76% |
$864K - $1.03M
|
299K
$59.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
5.11K+ 7.14% |
$853K - $1.01M
|
76.7K
$15.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5.11K+ 3.74% |
$852K - $1.01M
|
142K
$28.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
5.1KNew |
$851K - $1.01M
|
5.1K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
5.09KNew |
$850K - $1.01M
|
5.09K
$1.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.07K+ 9.03% |
$846K - $1M
|
61.2K
$12.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.06K+ 2.65% |
$845K - $1M
|
196K
$39.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.05K+ 2.74% |
$842K - $1M
|
189K
$37.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5.03KNew |
$839K - $996K
|
5.03K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
5KNew |
$834K - $991K
|
5K
$1M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
5K+ 1.93% |
$834K - $990K
|
264K
$52.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
4.99K+ 38.37% |
$832K - $988K
|
18K
$3.6M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.98K+ 2.11% |
$831K - $986K
|
241K
$48.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.97KNew |
$829K - $984K
|
4.97K
$995K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.96K+ 0.39% |
$828K - $983K
|
1.28M
$256M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.95K+ 0.33% |
$827K - $981K
|
1.49M
$299M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
4.95K+ 1.23% |
$826K - $980K
|
407K
$81.6M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
4.92KNew |
$821K - $975K
|
4.92K
$985K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.92K+ 13.28% |
$821K - $975K
|
42K
$8.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.9KNew |
$818K - $972K
|
4.9K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
4.9K+ 3.16% |
$817K - $970K
|
160K
$32.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.88K+ 0.4% |
$814K - $966K
|
1.22M
$244M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
4.87KNew |
$813K - $965K
|
4.87K
$975K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.86K+ 2.76% |
$812K - $963K
|
181K
$36.2M
|
|
|
May 29, 2025
Q4 2023
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.85KNew |
$810K - $961K
|
4.85K
$972K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.84K+ 19.67% |
$807K - $958K
|
29.4K
$5.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.81K+ 2.56% |
$803K - $954K
|
193K
$38.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4.81K+ 14.9% |
$803K - $953K
|
37.1K
$7.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.79K+ 4.74% |
$800K - $950K
|
106K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.78K+ 1.49% |
$797K - $946K
|
326K
$65.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.71KNew |
$787K - $934K
|
4.71K
$944K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
4.71K+ 30.2% |
$786K - $933K
|
20.3K
$4.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.7K+ 25.2% |
$784K - $931K
|
23.3K
$4.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
4.69K+ 13.85% |
$783K - $930K
|
38.6K
$7.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.67K+ 9.72% |
$779K - $925K
|
52.7K
$10.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.66K+ 4.77% |
$778K - $924K
|
102K
$20.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
4.66K+ 7.86% |
$777K - $922K
|
63.9K
$12.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4.65K+ 13.84% |
$776K - $921K
|
38.3K
$7.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
4.65KNew |
$775K - $920K
|
4.65K
$930K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
4.62K+ 4.58% |
$770K - $914K
|
105K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
4.61KNew |
$770K - $914K
|
4.61K
$924K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
4.6K+ 18.11% |
$768K - $911K
|
30K
$6.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.58K+ 33.07% |
$764K - $907K
|
18.4K
$3.69M
|