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 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
1.12K+ 13.72% |
$187K - $222K
|
9.27K
$1.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.11K+ 2.19% |
$186K - $221K
|
52K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.11KNew |
$185K - $220K
|
1.11K
$222K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.11K+ 25.1% |
$185K - $220K
|
5.53K
$1.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.11K+ 1.83% |
$185K - $220K
|
61.5K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.11K+ 2.77% |
$185K - $219K
|
41.1K
$8.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.11K+ 0.03% |
$185K - $219K
|
4.09M
$820M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
BUY
|
- |
1.1KNew |
$184K - $219K
|
1.1K
$221K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.1K+ 5.75% |
$184K - $218K
|
20.3K
$4.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
1.1KNew |
$184K - $218K
|
1.1K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.1KNew |
$184K - $218K
|
1.1K
$220K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
1.1K+ 0.9% |
$183K - $218K
|
123K
$24.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.1K+ 7.01% |
$183K - $218K
|
16.8K
$3.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.1K+ 3.76% |
$183K - $217K
|
30.2K
$6.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.09K+ 1.63% |
$183K - $217K
|
68.3K
$13.7M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
1.09K+ 2.45% |
$182K - $216K
|
45.6K
$9.14M
|
|
|
Feb 22, 2024
Q4 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.09K+ 3.37% |
$182K - $216K
|
33.5K
$6.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.09K+ 8.96% |
$182K - $216K
|
13.2K
$2.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.09K+ 2.26% |
$181K - $215K
|
49K
$9.82M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.08K+ 3.57% |
$181K - $215K
|
31.4K
$6.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
1.08K+ 44.82% |
$181K - $214K
|
3.5K
$700K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.08K+ 10.18% |
$180K - $214K
|
11.7K
$2.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.08K+ 1.32% |
$180K - $214K
|
82.9K
$16.6M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.08K+ 0.19% |
$180K - $214K
|
566K
$113M
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.08KNew |
$180K - $214K
|
1.08K
$216K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.08K+ 4.12% |
$180K - $213K
|
27.2K
$5.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.08K+ 7.94% |
$180K - $213K
|
14.6K
$2.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
1.07KNew |
$179K - $213K
|
1.07K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
1.07KNew |
$178K - $212K
|
1.07K
$214K
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
1.07K+ 5.42% |
$178K - $211K
|
20.7K
$4.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 1.21% |
$177K - $210K
|
88.5K
$17.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
1.06K+ 0.77% |
$176K - $209K
|
138K
$27.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
1.05K+ 1.65% |
$176K - $209K
|
64.7K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.05K+ 0.34% |
$175K - $207K
|
307K
$61.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Robotti Robert
New York, NY |
BUY
|
- |
1.04KNew |
$174K - $207K
|
1.04K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
BUY
|
- |
1.04K+ 32.48% |
$174K - $206K
|
4.25K
$851K
|
|
|
Feb 14, 2024
Q4 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
1.04KNew |
$174K - $206K
|
1.04K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.04K+ 0.94% |
$173K - $206K
|
112K
$22.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.04K+ 4.25% |
$173K - $206K
|
25.5K
$5.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.04K+ 3.02% |
$173K - $205K
|
35.3K
$7.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.03K+ 0.49% |
$172K - $205K
|
213K
$42.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
1.03K+ 0.25% |
$172K - $204K
|
422K
$84.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.03K+ 0.37% |
$172K - $204K
|
281K
$56.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
1.03K+ 11.46% |
$171K - $203K
|
9.98K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.03K+ 16.0% |
$171K - $203K
|
7.43K
$1.49M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
1.02K+ 2.82% |
$170K - $202K
|
37.2K
$7.45M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.02K+ 3.71% |
$170K - $201K
|
28.4K
$5.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
1.02K+ 2.59% |
$170K - $201K
|
40.3K
$8.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.01K+ 1.48% |
$169K - $201K
|
69.6K
$13.9M
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.01K+ 5.37% |
$169K - $201K
|
19.9K
$3.98M
|