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
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5.11K+ 3.74% |
$852K - $1.01M
|
142K
$34.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Angle Point Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
5.1KNew |
$851K - $1.01M
|
5.1K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
5.09KNew |
$850K - $1.01M
|
5.09K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.07K+ 9.03% |
$846K - $1M
|
61.2K
$15M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.06K+ 2.65% |
$845K - $1M
|
196K
$48.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.05K+ 2.74% |
$842K - $1M
|
189K
$46.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5.03KNew |
$839K - $996K
|
5.03K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
5KNew |
$834K - $991K
|
5K
$1.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
5K+ 1.93% |
$834K - $990K
|
264K
$64.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
4.99K+ 38.37% |
$832K - $988K
|
18K
$4.42M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.98K+ 2.11% |
$831K - $986K
|
241K
$59.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.97KNew |
$829K - $984K
|
4.97K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.96K+ 0.39% |
$828K - $983K
|
1.28M
$313M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.95K+ 0.33% |
$827K - $981K
|
1.49M
$366M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
4.95K+ 1.23% |
$826K - $980K
|
407K
$100M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
4.92KNew |
$821K - $975K
|
4.92K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.92K+ 13.28% |
$821K - $975K
|
42K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.9KNew |
$818K - $972K
|
4.9K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
4.9K+ 3.16% |
$817K - $970K
|
160K
$39.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.88K+ 0.4% |
$814K - $966K
|
1.22M
$300M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
4.87KNew |
$813K - $965K
|
4.87K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.86K+ 2.76% |
$812K - $963K
|
181K
$44.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.84K+ 19.67% |
$807K - $958K
|
29.4K
$7.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.81K+ 2.56% |
$803K - $954K
|
193K
$47.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4.81K+ 14.9% |
$803K - $953K
|
37.1K
$9.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.79K+ 4.74% |
$800K - $950K
|
106K
$26M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.78K+ 1.49% |
$797K - $946K
|
326K
$79.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.71KNew |
$787K - $934K
|
4.71K
$1.16M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
4.71K+ 30.2% |
$786K - $933K
|
20.3K
$4.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.7K+ 25.2% |
$784K - $931K
|
23.3K
$5.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
4.69K+ 13.85% |
$783K - $930K
|
38.6K
$9.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.67K+ 9.72% |
$779K - $925K
|
52.7K
$12.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.66K+ 4.77% |
$778K - $924K
|
102K
$25.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
4.66K+ 7.86% |
$777K - $922K
|
63.9K
$15.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4.65K+ 13.84% |
$776K - $921K
|
38.3K
$9.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
4.65KNew |
$775K - $920K
|
4.65K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
4.62K+ 4.58% |
$770K - $914K
|
105K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Twenty Acre Capital LP
Newtown, PA |
BUY
|
- |
4.61KNew |
$770K - $914K
|
4.61K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
4.6K+ 18.11% |
$768K - $911K
|
30K
$7.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.58K+ 33.07% |
$764K - $907K
|
18.4K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.58K+ 25.18% |
$764K - $906K
|
22.7K
$5.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
4.56K+ 29.07% |
$762K - $904K
|
20.3K
$4.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.48K+ 4.01% |
$748K - $888K
|
116K
$28.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.47K+ 33.11% |
$746K - $886K
|
18K
$4.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.43K+ 3.71% |
$739K - $878K
|
124K
$30.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
4.4KNew |
$734K - $872K
|
4.4K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.39K+ 42.87% |
$733K - $870K
|
14.6K
$3.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.39K+ 7.94% |
$732K - $869K
|
59.7K
$14.6M
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
4.37K+ 12.58% |
$730K - $867K
|
39.1K
$9.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4.37K+ 13.58% |
$729K - $865K
|
36.5K
$8.97M
|