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 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
272+ 4.15% |
$45.4K - $53.9K
|
6.83K
$1.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
BUY
|
- |
270+ 1.09% |
$45.1K - $53.5K
|
25K
$5.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
270+ 1.33% |
$45.1K - $53.5K
|
20.6K
$4.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
269+ 0.23% |
$44.9K - $53.3K
|
116K
$23.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
268+ 0.65% |
$44.7K - $53.1K
|
41.5K
$8.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
267+ 0.67% |
$44.6K - $52.9K
|
39.9K
$7.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
267+ 1.24% |
$44.6K - $52.9K
|
21.8K
$4.37M
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
266+ 2.78% |
$44.4K - $52.7K
|
9.83K
$1.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
264+ 0.45% |
$44.1K - $52.3K
|
59.2K
$11.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
258+ 4.49% |
$43.1K - $51.1K
|
6.01K
$1.2M
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
258+ 5.67% |
$43.1K - $51.1K
|
4.81K
$964K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
255+ 0.26% |
$42.6K - $50.5K
|
100K
$20.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
255New |
$42.6K - $50.5K
|
255
$51.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
252+ 0.24% |
$42.1K - $49.9K
|
105K
$21.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
247+ 0.56% |
$41.2K - $48.9K
|
44.5K
$8.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
247+ 0.99% |
$41.2K - $48.9K
|
25.3K
$5.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
245+ 1.67% |
$40.9K - $48.5K
|
14.9K
$2.98M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
244+ 0.43% |
$40.7K - $48.3K
|
57.3K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
243+ 0.65% |
$40.6K - $48.1K
|
37.5K
$7.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
239+ 0.71% |
$39.9K - $47.3K
|
33.9K
$6.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
239New |
$39.9K - $47.3K
|
239
$47.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
237+ 0.24% |
$39.6K - $47K
|
99.2K
$19.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
234+ 0.96% |
$39.1K - $46.4K
|
24.5K
$4.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
234+ 1.88% |
$39.1K - $46.4K
|
12.7K
$2.54M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
234+ 3.02% |
$39.1K - $46.4K
|
7.99K
$1.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
233+ 0.17% |
$38.9K - $46.2K
|
138K
$27.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
232+ 2.05% |
$38.7K - $46K
|
11.5K
$2.31M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
230+ 2.35% |
$38.4K - $45.6K
|
10K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
229+ 7.31% |
$38.2K - $45.4K
|
3.36K
$673K
|
|
|
Apr 01, 2025
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
229+ 2.62% |
$38.2K - $45.4K
|
8.95K
$1.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
226+ 0.58% |
$37.7K - $44.8K
|
39.1K
$7.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
226+ 3.34% |
$37.7K - $44.8K
|
6.99K
$1.4M
|
|
|
Apr 22, 2024
Q4 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
226+ 1.37% |
$37.7K - $44.8K
|
16.7K
$3.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
BUY
|
- |
224+ 0.04% |
$37.4K - $44.4K
|
570K
$114M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
223+ 0.97% |
$37.2K - $44.2K
|
23.3K
$4.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
223+ 7.8% |
$37.2K - $44.2K
|
3.08K
$617K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
221+ 2.49% |
$36.9K - $43.8K
|
9.08K
$1.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
220+ 1.36% |
$36.7K - $43.6K
|
16.4K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
219+ 1.19% |
$36.5K - $43.4K
|
18.6K
$3.73M
|
|
|
Jan 19, 2024
Q4 2023
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
218New |
$36.4K - $43.2K
|
218
$43.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
216+ 1.19% |
$36K - $42.8K
|
18.4K
$3.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
215+ 0.37% |
$35.9K - $42.6K
|
58.6K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
215+ 0.34% |
$35.9K - $42.6K
|
64.3K
$12.9M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
215+ 0.33% |
$35.9K - $42.6K
|
66.3K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
213+ 0.54% |
$35.5K - $42.2K
|
39.4K
$7.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
212+ 0.29% |
$35.4K - $42K
|
72.1K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
212+ 1.79% |
$35.4K - $42K
|
12.1K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
209+ 0.39% |
$34.9K - $41.4K
|
53.4K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
209+ 0.11% |
$34.9K - $41.4K
|
194K
$38.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
208+ 4.43% |
$34.7K - $41.2K
|
4.9K
$982K
|