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 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
193+ 1.92% |
$32.2K - $38.2K
|
10.2K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
192+ 0.67% |
$32K - $38K
|
29K
$7.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
191+ 0.5% |
$31.9K - $37.8K
|
38.1K
$9.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
190+ 1.04% |
$31.7K - $37.6K
|
18.5K
$4.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
188+ 1.75% |
$31.4K - $37.2K
|
10.9K
$2.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
188+ 1.45% |
$31.4K - $37.2K
|
13.2K
$3.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
185+ 3.36% |
$30.9K - $36.7K
|
5.69K
$1.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
183+ 1.88% |
$30.5K - $36.3K
|
9.93K
$2.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
183+ 0.09% |
$30.5K - $36.3K
|
196K
$48.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
182+ 2.81% |
$30.4K - $36.1K
|
6.67K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
181+ 1.06% |
$30.2K - $35.9K
|
17.3K
$4.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
179+ 0.41% |
$29.9K - $35.5K
|
44K
$10.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
177+ 0.27% |
$29.5K - $35.1K
|
64.7K
$15.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
177+ 2.02% |
$29.5K - $35.1K
|
8.95K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
175+ 8.26% |
$29.2K - $34.7K
|
2.29K
$563K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
175+ 0.24% |
$29.2K - $34.7K
|
74.5K
$18.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
173+ 6.33% |
$28.9K - $34.3K
|
2.91K
$714K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
171+ 0.14% |
$28.5K - $33.9K
|
124K
$30.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
171+ 0.8% |
$28.5K - $33.9K
|
21.5K
$5.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
171+ 0.39% |
$28.5K - $33.9K
|
44K
$10.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
167+ 0.49% |
$27.9K - $33.1K
|
34.6K
$8.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
167+ 2.22% |
$27.9K - $33.1K
|
7.68K
$1.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
167+ 1.13% |
$27.9K - $33.1K
|
14.9K
$3.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Tran Capital Management, L.P.
|
BUY
|
- |
166+ 8.48% |
$27.7K - $32.9K
|
2.12K
$522K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
165+ 0.46% |
$27.5K - $32.7K
|
35.7K
$8.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
164+ 0.4% |
$27.4K - $32.5K
|
40.9K
$10M
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
162+ 2.24% |
$27K - $32.1K
|
7.41K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
162+ 2.46% |
$27K - $32.1K
|
6.75K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
160+ 0.12% |
$26.7K - $31.7K
|
138K
$33.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
157+ 0.73% |
$26.2K - $31.1K
|
21.7K
$5.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
155+ 0.52% |
$25.9K - $30.7K
|
30.2K
$7.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
155+ 12.44% |
$25.9K - $30.7K
|
1.4K
$344K
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
BUY
|
- |
154+ 6.75% |
$25.7K - $30.5K
|
2.43K
$598K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
152+ 2.06% |
$25.4K - $30.1K
|
7.52K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
151+ 0.11% |
$25.2K - $29.9K
|
139K
$34.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
150+ 0.26% |
$25K - $29.7K
|
57.8K
$14.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
150+ 0.83% |
$25K - $29.7K
|
18.2K
$4.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
150+ 2.94% |
$25K - $29.7K
|
5.25K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
149+ 0.46% |
$24.9K - $29.5K
|
32.7K
$8.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
148+ 0.72% |
$24.7K - $29.3K
|
20.6K
$5.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
146+ 0.48% |
$24.4K - $28.9K
|
30.3K
$7.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
145+ 0.29% |
$24.2K - $28.7K
|
50.2K
$12.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
144+ 0.42% |
$24K - $28.5K
|
34.3K
$8.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
144+ 0.92% |
$24K - $28.5K
|
15.9K
$3.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
143+ 0.22% |
$23.9K - $28.3K
|
64.7K
$15.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
139+ 1.67% |
$23.2K - $27.5K
|
8.46K
$2.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
138+ 3.75% |
$23K - $27.3K
|
3.82K
$938K
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
136+ 3.48% |
$22.7K - $26.9K
|
4.05K
$993K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
136+ 0.56% |
$22.7K - $26.9K
|
24.3K
$5.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
135+ 0.4% |
$22.5K - $26.7K
|
33.9K
$8.33M
|