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 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
9+ 0.09% |
$1.5K - $1.78K
|
10.3K
$2.53M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
9+ 0.02% |
$1.5K - $1.78K
|
41.8K
$10.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9+ 0.03% |
$1.5K - $1.78K
|
31.5K
$7.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
9+ 0.15% |
$1.5K - $1.78K
|
5.9K
$1.45M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
9+ 0.02% |
$1.5K - $1.78K
|
43.2K
$10.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
9+ 0.34% |
$1.5K - $1.78K
|
2.67K
$655K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
9+ 0.24% |
$1.5K - $1.78K
|
3.7K
$909K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
8+ 0.01% |
$1.34K - $1.58K
|
65.6K
$16.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
8+ 0.04% |
$1.34K - $1.58K
|
19K
$4.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
8+ 0.03% |
$1.34K - $1.58K
|
29.3K
$7.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
8+ 0.04% |
$1.34K - $1.58K
|
18.8K
$4.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.02% |
$1.34K - $1.58K
|
38.6K
$9.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
8New |
$1.34K - $1.58K
|
8
$1.96K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8+ 1.25% |
$1.34K - $1.58K
|
649
$159K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
7+ 0.14% |
$1.17K - $1.39K
|
5.06K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
7+ 0.1% |
$1.17K - $1.39K
|
7.27K
$1.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.1% |
$1K - $1.19K
|
6.29K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
6+ 0.03% |
$1K - $1.19K
|
19.2K
$4.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6+ 0.03% |
$1K - $1.19K
|
20K
$4.9M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6+ 0.08% |
$1K - $1.19K
|
7.77K
$1.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6+ 0.03% |
$1K - $1.19K
|
22.4K
$5.5M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6+ 0.15% |
$1K - $1.19K
|
4.04K
$992K
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
6+ 0.04% |
$1K - $1.19K
|
13.6K
$3.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.04% |
$834 - $991
|
13K
$3.19M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
5+ 0.03% |
$834 - $991
|
19.9K
$4.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
5+ 0.01% |
$834 - $991
|
48K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5+ 0.03% |
$834 - $991
|
18.7K
$4.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4+ 0.07% |
$668 - $792
|
5.71K
$1.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4+ 0.09% |
$668 - $792
|
4.69K
$1.15M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4+ 0.04% |
$668 - $792
|
9.2K
$2.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
4+ 0.07% |
$668 - $792
|
5.41K
$1.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$501 - $594
|
5.61K
$1.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.04% |
$501 - $594
|
7.65K
$1.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3+ 0.01% |
$501 - $594
|
55.3K
$13.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3+ 0.03% |
$501 - $594
|
9.73K
$2.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
3+ 0.06% |
$501 - $594
|
5.42K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.08% |
$501 - $594
|
3.57K
$876K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
3+ 0.01% |
$501 - $594
|
46.1K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.12% |
$501 - $594
|
2.52K
$619K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
3+ 0.08% |
$501 - $594
|
3.56K
$874K
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$501 - $594
|
13.8K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3+ 0.01% |
$501 - $594
|
30.2K
$7.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
2+ 0.05% |
$334 - $396
|
4.4K
$1.08M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$334 - $396
|
3.58K
$878K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2+ 0.02% |
$334 - $396
|
9.41K
$2.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
2+ 0.04% |
$334 - $396
|
5.21K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
2+ 0.08% |
$334 - $396
|
2.48K
$608K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2+ 0.02% |
$334 - $396
|
8.25K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$334 - $396
|
12.6K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
2+ 0.03% |
$334 - $396
|
6.71K
$1.65M
|