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 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
2+ 0.04% |
$334 - $396
|
5.12K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2+ 0.02% |
$334 - $396
|
8.48K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2+ 0.03% |
$334 - $396
|
7.4K
$1.82M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
2+ 0.01% |
$334 - $396
|
23.7K
$5.82M
|
|
|
Mar 06, 2024
Q4 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$334 - $396
|
18.2K
$4.46M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2+ 0.05% |
$334 - $396
|
4.2K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1+ 0.03% |
$167 - $198
|
3.64K
$893K
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1+ 0.04% |
$167 - $198
|
2.62K
$643K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
1+ 0.04% |
$167 - $198
|
2.24K
$550K
|
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
BUY
|
- |
1+ 0.02% |
$167 - $198
|
5.34K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.01% |
$167 - $198
|
17.2K
$4.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1+ 0.08% |
$167 - $198
|
1.31K
$321K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$167 - $198
|
1.16K
$286K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 0.0% |
$167 - $198
|
42.4K
$10.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$167 - $198
|
4.32K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
1+ 0.01% |
$167 - $198
|
15.2K
$3.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$167 - $198
|
1.34K
$330K
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 0.15% |
$167 - $198
|
682
$167K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$167 - $198
|
11K
$2.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.04% |
$167 - $198
|
2.77K
$679K
|
|
|
Feb 09, 2024
Q4 2023
|
Nfc Investments, LLC
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$167 - $198
|
3.15K
$774K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
1+ 0.01% |
$167 - $198
|
9.27K
$2.28M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-1- 0.03% |
$167 - $198
|
3.09K
$759K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$167 - $198
|
17.2K
$4.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$167 - $198
|
6.37K
$1.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$334 - $396
|
34.6K
$8.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Refined Wealth Management
|
SELL
|
- |
-2- 0.02% |
$334 - $396
|
12.5K
$3.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-2- 0.11% |
$334 - $396
|
1.88K
$462K
|
|
|
Feb 05, 2024
Q4 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-2- 0.03% |
$334 - $396
|
5.95K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3- -0.0% |
$501 - $594
|
207K
$50.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$668 - $792
|
11.8K
$2.91M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4- 0.01% |
$668 - $792
|
30.2K
$7.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-5- 0.18% |
$834 - $991
|
2.75K
$674K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-6- 0.05% |
$1K - $1.19K
|
11.7K
$2.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-6- 0.18% |
$1K - $1.19K
|
3.42K
$839K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-7- 0.04% |
$1.17K - $1.39K
|
16.7K
$4.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-7- 0.01% |
$1.17K - $1.39K
|
48.2K
$11.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-7- 0.02% |
$1.17K - $1.39K
|
31.9K
$7.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 0.08% |
$1.17K - $1.39K
|
8.62K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-7- 5.88% |
$1.17K - $1.39K
|
112
$27.5K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-8- 0.08% |
$1.34K - $1.58K
|
9.98K
$2.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8- 0.06% |
$1.34K - $1.58K
|
12.6K
$3.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-8- 0.1% |
$1.34K - $1.58K
|
8.25K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-8- 0.02% |
$1.34K - $1.58K
|
33.7K
$8.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-8- 0.01% |
$1.34K - $1.58K
|
116K
$28.5M
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-9- 0.13% |
$1.5K - $1.78K
|
7.06K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-9- 0.09% |
$1.5K - $1.78K
|
10K
$2.47M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-10- 0.24% |
$1.67K - $1.98K
|
4.16K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-10- 0.03% |
$1.67K - $1.98K
|
28.7K
$7.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-10- 0.01% |
$1.67K - $1.98K
|
182K
$44.7M
|