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 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
349+ 5.01% |
$58.2K - $69.1K
|
7.31K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
348+ 1.66% |
$58.1K - $68.9K
|
21.4K
$4.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
347+ 0.33% |
$57.9K - $68.7K
|
106K
$21.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
344+ 0.46% |
$57.4K - $68.1K
|
74.8K
$15M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
343+ 0.34% |
$57.2K - $68K
|
100K
$20.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
341+ 0.14% |
$56.9K - $67.6K
|
247K
$49.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
341+ 0.64% |
$56.9K - $67.6K
|
53.6K
$10.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
337+ 6.76% |
$56.2K - $66.8K
|
5.32K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
BUY
|
- |
336+ 9.95% |
$56.1K - $66.6K
|
3.71K
$744K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
336+ 0.72% |
$56.1K - $66.6K
|
47.3K
$9.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
334+ 0.58% |
$55.7K - $66.2K
|
58.3K
$11.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Hoffman, Alan N Investment Management
|
BUY
|
- |
330+ 0.07% |
$55.1K - $65.4K
|
445K
$89.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
330+ 12.07% |
$55.1K - $65.4K
|
3.06K
$614K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
330+ 0.23% |
$55.1K - $65.4K
|
143K
$28.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
328+ 2.28% |
$54.7K - $65K
|
14.7K
$2.94M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
326+ 0.75% |
$54.4K - $64.6K
|
44K
$8.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
319+ 1.66% |
$53.2K - $63.2K
|
19.6K
$3.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
317+ 0.69% |
$52.9K - $62.8K
|
46.4K
$9.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
315+ 1.32% |
$52.6K - $62.4K
|
24.2K
$4.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
312+ 2.19% |
$52.1K - $61.8K
|
14.6K
$2.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
311+ 0.48% |
$51.9K - $61.6K
|
65.3K
$13.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
310+ 1.5% |
$51.7K - $61.4K
|
21K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
310+ 2.82% |
$51.7K - $61.4K
|
11.3K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
308+ 5.52% |
$51.4K - $61K
|
5.89K
$1.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
307+ 0.28% |
$51.2K - $60.8K
|
112K
$22.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
307+ 0.95% |
$51.2K - $60.8K
|
32.7K
$6.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
307+ 1.24% |
$51.2K - $60.8K
|
25K
$5M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
307+ 1.09% |
$51.2K - $60.8K
|
28.5K
$5.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
305+ 9.61% |
$50.9K - $60.4K
|
3.48K
$697K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
305+ 0.63% |
$50.9K - $60.4K
|
48.9K
$9.79M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
305+ 1.63% |
$50.9K - $60.4K
|
19K
$3.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
301+ 0.09% |
$50.2K - $59.6K
|
346K
$69.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
299+ 0.26% |
$49.9K - $59.2K
|
114K
$22.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
297New |
$49.6K - $58.8K
|
297
$59.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
296+ 0.11% |
$49.4K - $58.6K
|
276K
$55.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
295+ 0.56% |
$49.2K - $58.4K
|
52.5K
$10.5M
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
295+ 0.29% |
$49.2K - $58.4K
|
103K
$20.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
293+ 2.74% |
$48.9K - $58K
|
11K
$2.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
293+ 2.94% |
$48.9K - $58K
|
10.3K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
290+ 0.09% |
$48.4K - $57.5K
|
318K
$63.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
289+ 0.23% |
$48.2K - $57.3K
|
128K
$25.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
287+ 1.02% |
$47.9K - $56.9K
|
28.4K
$5.69M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
287+ 0.7% |
$47.9K - $56.9K
|
41.1K
$8.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
286+ 0.1% |
$47.7K - $56.7K
|
298K
$59.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
280+ 4.66% |
$46.7K - $55.5K
|
6.29K
$1.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
279+ 0.97% |
$46.6K - $55.3K
|
29K
$5.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
279+ 0.23% |
$46.6K - $55.3K
|
122K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
276New |
$46.1K - $54.7K
|
276
$55.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
275+ 2.68% |
$45.9K - $54.5K
|
10.5K
$2.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
273+ 1.67% |
$45.6K - $54.1K
|
16.7K
$3.34M
|