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
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
695+ 1.12% |
$116K - $138K
|
63K
$15.5M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
694+ 4.88% |
$116K - $137K
|
14.9K
$3.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
688+ 2.69% |
$115K - $136K
|
26.3K
$6.45M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
687+ 0.41% |
$115K - $136K
|
168K
$41.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
685New |
$114K - $136K
|
685
$168K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
683+ 1.96% |
$114K - $135K
|
35.5K
$8.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
682+ 1.05% |
$114K - $135K
|
65.5K
$16.1M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
682+ 1.88% |
$114K - $135K
|
37K
$9.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
679+ 6.1% |
$113K - $135K
|
11.8K
$2.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
677+ 1.83% |
$113K - $134K
|
37.7K
$9.27M
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
674+ 1.25% |
$112K - $134K
|
54.8K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
674+ 0.86% |
$112K - $134K
|
79K
$19.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
669+ 5.47% |
$112K - $133K
|
12.9K
$3.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
667+ 3.95% |
$111K - $132K
|
17.6K
$4.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
667+ 1.06% |
$111K - $132K
|
63.6K
$15.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
658+ 0.88% |
$110K - $130K
|
75.7K
$18.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
655+ 0.99% |
$109K - $130K
|
66.6K
$16.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
654+ 0.12% |
$109K - $130K
|
560K
$137M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
648+ 1.14% |
$108K - $128K
|
57.4K
$14.1M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
645+ 18.93% |
$108K - $128K
|
4.05K
$995K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
644+ 24.74% |
$107K - $128K
|
3.25K
$797K
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
644New |
$107K - $128K
|
644
$158K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
640+ 0.67% |
$107K - $127K
|
96.7K
$23.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
636+ 3.49% |
$106K - $126K
|
18.9K
$4.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
635+ 17.47% |
$106K - $126K
|
4.27K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
635+ 2.11% |
$106K - $126K
|
30.7K
$7.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
632+ 1.23% |
$105K - $125K
|
51.9K
$12.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
629+ 2.32% |
$105K - $125K
|
27.8K
$6.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
626+ 10.05% |
$104K - $124K
|
6.85K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
626+ 6.35% |
$104K - $124K
|
10.5K
$2.58M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
625+ 1.03% |
$104K - $124K
|
61.2K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
624+ 5.89% |
$104K - $124K
|
11.2K
$2.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
621+ 3.27% |
$104K - $123K
|
19.6K
$4.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
619+ 2.65% |
$103K - $123K
|
24K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
616+ 1.13% |
$103K - $122K
|
55K
$13.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
615+ 2.34% |
$103K - $122K
|
26.9K
$6.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
615+ 4.86% |
$103K - $122K
|
13.3K
$3.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
614+ 7.56% |
$102K - $122K
|
8.74K
$2.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
613+ 34.09% |
$102K - $121K
|
2.41K
$592K
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
612+ 3.02% |
$102K - $121K
|
20.9K
$5.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
609+ 6.17% |
$102K - $121K
|
10.5K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
609+ 4.54% |
$102K - $121K
|
14K
$3.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
601+ 1.74% |
$100K - $119K
|
35.1K
$8.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
601+ 4.51% |
$100K - $119K
|
13.9K
$3.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
600+ 1.2% |
$100K - $119K
|
50.5K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
600+ 0.83% |
$100K - $119K
|
73.2K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
600+ 1.45% |
$100K - $119K
|
42.1K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
600+ 1132.08% |
$100K - $119K
|
653
$160K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
595+ 22.93% |
$99.3K - $118K
|
3.19K
$783K
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
591+ 7.14% |
$98.6K - $117K
|
8.87K
$2.18M
|