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 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.32K+ 0.84% |
$554K - $658K
|
400K
$80M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.32K+ 48.52% |
$554K - $658K
|
10.2K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
3.32K+ 1.69% |
$554K - $657K
|
200K
$40M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3.31KNew |
$552K - $656K
|
3.31K
$663K
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.31KNew |
$552K - $655K
|
3.31K
$662K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.3KNew |
$551K - $654K
|
3.3K
$661K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.3K+ 29.78% |
$551K - $654K
|
14.4K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.3K+ 39.75% |
$551K - $654K
|
11.6K
$2.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
3.28K+ 0.81% |
$548K - $651K
|
410K
$82.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.28K+ 3.75% |
$547K - $650K
|
90.6K
$18.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.28K+ 25.29% |
$547K - $649K
|
16.2K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
3.25KNew |
$543K - $644K
|
3.25K
$651K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
3.25K+ 145.09% |
$542K - $644K
|
5.49K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
3.25K+ 3.45% |
$542K - $644K
|
97.3K
$19.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
3.25K+ 70.58% |
$542K - $643K
|
7.85K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
3.24K+ 15.22% |
$541K - $642K
|
24.5K
$4.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
3.24K+ 7.24% |
$540K - $641K
|
47.9K
$9.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
3.24K+ 6.31% |
$540K - $641K
|
54.6K
$10.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.23K+ 5.52% |
$538K - $639K
|
61.7K
$12.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Suncoast Equity Management
|
BUY
|
- |
3.22K+ 1.09% |
$538K - $638K
|
298K
$59.7M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.22K+ 5.26% |
$538K - $638K
|
64.5K
$12.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.22K+ 2.18% |
$537K - $638K
|
151K
$30.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
3.22K+ 12.32% |
$537K - $637K
|
29.3K
$5.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
3.22KNew |
$537K - $637K
|
3.22K
$644K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.2K+ 16.1% |
$534K - $634K
|
23.1K
$4.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
3.19K+ 4.44% |
$533K - $633K
|
75.2K
$15.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.19K+ 1.36% |
$533K - $632K
|
238K
$47.7M
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
3.18KNew |
$531K - $631K
|
3.18K
$638K
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.18K+ 20.02% |
$531K - $630K
|
19.1K
$3.82M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.16KNew |
$527K - $626K
|
3.16K
$633K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
3.15K+ 2.67% |
$526K - $624K
|
121K
$24.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
3.15K+ 46.35% |
$526K - $624K
|
9.94K
$1.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
3.14K+ 5.91% |
$524K - $622K
|
56.3K
$11.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.14K+ 16.99% |
$524K - $622K
|
21.6K
$4.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.13K+ 11.22% |
$523K - $620K
|
31K
$6.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Granger Management LLC
|
BUY
|
- |
3.13K+ 14.68% |
$523K - $620K
|
24.5K
$4.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.12K+ 11.66% |
$521K - $618K
|
29.9K
$5.98M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.12K+ 116.6% |
$521K - $618K
|
5.79K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
3.1K+ 5.04% |
$517K - $614K
|
64.5K
$12.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.1K+ 128.85% |
$517K - $613K
|
5.5K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.08K+ 0.08% |
$515K - $611K
|
4M
$802M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 3.97% |
$513K - $609K
|
80.6K
$16.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
3.03KNew |
$505K - $599K
|
3.03K
$606K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
3.02K+ 4.56% |
$503K - $597K
|
69.2K
$13.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.01K+ 18.37% |
$502K - $596K
|
19.4K
$3.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
3KNew |
$500K - $593K
|
3K
$600K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.99K+ 12.75% |
$499K - $592K
|
26.4K
$5.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.99K+ 2.03% |
$499K - $592K
|
150K
$30.1M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.98KNew |
$497K - $591K
|
2.98K
$597K
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.95KNew |
$493K - $585K
|
2.95K
$591K
|