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 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
134+ 0.66% |
$22.4K - $26.5K
|
20.5K
$5.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
134+ 1.16% |
$22.4K - $26.5K
|
11.7K
$2.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
133+ 0.12% |
$22.2K - $26.3K
|
111K
$27.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
132+ 0.16% |
$22K - $26.2K
|
84.1K
$20.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
132+ 1.27% |
$22K - $26.2K
|
10.5K
$2.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
132+ 0.1% |
$22K - $26.2K
|
135K
$33.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
131+ 0.69% |
$21.9K - $26K
|
19.2K
$4.72M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
130+ 0.18% |
$21.7K - $25.8K
|
71.8K
$17.6M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
130+ 0.83% |
$21.7K - $25.8K
|
15.8K
$3.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
130+ 0.97% |
$21.7K - $25.8K
|
13.5K
$3.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
BUY
|
- |
130+ 0.08% |
$21.7K - $25.8K
|
172K
$42.1M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
128+ 0.51% |
$21.4K - $25.4K
|
25K
$6.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
127+ 1.51% |
$21.2K - $25.2K
|
8.51K
$2.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
125+ 0.64% |
$20.9K - $24.8K
|
19.6K
$4.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
125+ 0.3% |
$20.9K - $24.8K
|
42.2K
$10.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
124+ 0.24% |
$20.7K - $24.6K
|
52.2K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
124+ 0.14% |
$20.7K - $24.6K
|
86.4K
$21.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
122+ 0.62% |
$20.4K - $24.2K
|
19.9K
$4.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
BUY
|
- |
122+ 0.82% |
$20.4K - $24.2K
|
15K
$3.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
122+ 0.43% |
$20.4K - $24.2K
|
28.5K
$6.99M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
121+ 2.11% |
$20.2K - $24K
|
5.85K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
121+ 1.89% |
$20.2K - $24K
|
6.54K
$1.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
119+ 0.21% |
$19.9K - $23.6K
|
56.4K
$13.9M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
118+ 0.71% |
$19.7K - $23.4K
|
16.7K
$4.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
118+ 118.0% |
$19.7K - $23.4K
|
218
$53.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
117+ 0.91% |
$19.5K - $23.2K
|
12.9K
$3.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
116+ 0.23% |
$19.4K - $23K
|
51.2K
$12.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
114+ 0.29% |
$19K - $22.6K
|
39.8K
$9.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
114+ 0.28% |
$19K - $22.6K
|
40.6K
$9.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
114+ 0.11% |
$19K - $22.6K
|
105K
$25.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
113+ 0.46% |
$18.9K - $22.4K
|
24.9K
$6.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
113+ 0.31% |
$18.9K - $22.4K
|
36.1K
$8.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
113+ 0.95% |
$18.9K - $22.4K
|
12K
$2.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
109+ 1.22% |
$18.2K - $21.6K
|
9.07K
$2.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
108+ 1.03% |
$18K - $21.4K
|
10.6K
$2.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
107+ 4.26% |
$17.9K - $21.2K
|
2.62K
$643K
|
|
|
Feb 10, 2025
Q4 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
107+ 1.21% |
$17.9K - $21.2K
|
8.98K
$2.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
105+ 1.01% |
$17.5K - $20.8K
|
10.5K
$2.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
104+ 0.32% |
$17.4K - $20.6K
|
32.2K
$7.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
103+ 0.4% |
$17.2K - $20.4K
|
25.8K
$6.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
103+ 1.1% |
$17.2K - $20.4K
|
9.47K
$2.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
102+ 0.17% |
$17K - $20.2K
|
59.8K
$14.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
101+ 2.33% |
$16.9K - $20K
|
4.43K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
100+ 0.77% |
$16.7K - $19.8K
|
13.1K
$3.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
100+ 2.12% |
$16.7K - $19.8K
|
4.81K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
100New |
$16.7K - $19.8K
|
100
$24.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
100+ 1.93% |
$16.7K - $19.8K
|
5.29K
$1.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
99+ 0.94% |
$16.5K - $19.6K
|
10.6K
$2.6M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
99+ 0.24% |
$16.5K - $19.6K
|
40.7K
$9.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
98+ 0.42% |
$16.4K - $19.4K
|
23.7K
$5.81M
|