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 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.01K+ 7.23% |
$168K - $199K
|
14.9K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
1K+ 17.8% |
$168K - $199K
|
6.64K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
998+ 27.52% |
$167K - $198K
|
4.62K
$926K
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
996+ 3.57% |
$166K - $197K
|
28.9K
$5.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
994+ 0.67% |
$166K - $197K
|
149K
$29.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
987+ 7.16% |
$165K - $196K
|
14.8K
$2.96M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
986+ 1.03% |
$165K - $195K
|
97K
$19.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
984+ 1.37% |
$164K - $195K
|
72.7K
$14.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
979+ 1.12% |
$163K - $194K
|
88.1K
$17.7M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
972+ 5.66% |
$162K - $193K
|
18.1K
$3.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
967+ 0.54% |
$161K - $192K
|
179K
$35.9M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
965+ 3.04% |
$161K - $191K
|
32.7K
$6.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
959+ 8.08% |
$160K - $190K
|
12.8K
$2.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
955+ 2.76% |
$159K - $189K
|
35.6K
$7.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
954+ 1.72% |
$159K - $189K
|
56.6K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
954+ 1.0% |
$159K - $189K
|
96.1K
$19.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
952+ 8.68% |
$159K - $189K
|
11.9K
$2.39M
|
|
|
Jan 29, 2025
Q4 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
951+ 13.64% |
$159K - $188K
|
7.93K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
950+ 5.81% |
$159K - $188K
|
17.3K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
950+ 18.0% |
$159K - $188K
|
6.23K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
La Financiere De L'Echiquier
|
BUY
|
- |
946+ 9.4% |
$158K - $187K
|
11K
$2.2M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
946+ 1.32% |
$158K - $187K
|
72.5K
$14.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
943+ 0.27% |
$157K - $187K
|
351K
$70.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
935+ 1.43% |
$156K - $185K
|
66.5K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
925+ 13.27% |
$154K - $183K
|
7.89K
$1.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
920+ 19.45% |
$154K - $182K
|
5.65K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
919+ 7.55% |
$153K - $182K
|
13.1K
$2.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
918+ 6.31% |
$153K - $182K
|
15.5K
$3.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
906+ 2.14% |
$151K - $179K
|
43.2K
$8.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninepoint Partners LP
|
BUY
|
- |
905+ 19.47% |
$151K - $179K
|
5.55K
$1.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
902+ 20.99% |
$151K - $179K
|
5.2K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
896+ 5.24% |
$150K - $178K
|
18K
$3.61M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
895+ 0.27% |
$149K - $177K
|
337K
$67.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
895+ 5.37% |
$149K - $177K
|
17.6K
$3.52M
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
891+ 28.91% |
$149K - $177K
|
3.97K
$796K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
888+ 2.29% |
$148K - $176K
|
39.7K
$7.95M
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
888+ 17.75% |
$148K - $176K
|
5.89K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
887+ 1.77% |
$148K - $176K
|
51.1K
$10.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
883+ 9.48% |
$147K - $175K
|
10.2K
$2.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
878+ 3.92% |
$147K - $174K
|
23.3K
$4.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
876+ 0.91% |
$146K - $174K
|
97.3K
$19.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
875+ 4.34% |
$146K - $173K
|
21K
$4.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
875+ 2.63% |
$146K - $173K
|
34.2K
$6.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
864+ 2.91% |
$144K - $171K
|
30.5K
$6.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
855+ 0.67% |
$143K - $169K
|
128K
$25.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
853+ 1.18% |
$142K - $169K
|
73K
$14.6M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
853+ 1.18% |
$142K - $169K
|
73K
$14.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
852+ 2.62% |
$142K - $169K
|
33.4K
$6.69M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
849+ 2.95% |
$142K - $168K
|
29.7K
$5.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
842+ 2.61% |
$141K - $167K
|
33.1K
$6.63M
|