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 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
4.36K+ 17.01% |
$728K - $864K
|
30K
$7.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
4.35K+ 12.57% |
$725K - $861K
|
38.9K
$9.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.34K+ 5.32% |
$724K - $860K
|
85.9K
$21.1M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
BUY
|
- |
4.32K+ 9.04% |
$720K - $855K
|
52.1K
$12.8M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
4.26K+ 32.08% |
$711K - $844K
|
17.5K
$4.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.26K+ 7.37% |
$710K - $843K
|
62K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
4.25KNew |
$709K - $842K
|
4.25K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.24K+ 125.84% |
$707K - $839K
|
7.6K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
4.22KNew |
$704K - $836K
|
4.22K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
4.22KNew |
$704K - $835K
|
4.22K
$1.04M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
4.21KNew |
$703K - $835K
|
4.21K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
4.2K+ 3.73% |
$701K - $832K
|
117K
$28.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4.18KNew |
$698K - $829K
|
4.18K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.18K+ 6.66% |
$697K - $828K
|
66.9K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.17K+ 2.96% |
$696K - $827K
|
145K
$35.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.16K+ 0.99% |
$694K - $824K
|
425K
$104M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
4.16K+ 6.06% |
$694K - $824K
|
72.8K
$17.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
4.15K+ 3.91% |
$693K - $823K
|
110K
$27.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
4.14K+ 0.87% |
$691K - $820K
|
478K
$117M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
4.12K+ 2.89% |
$688K - $817K
|
147K
$36M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.12K+ 7.39% |
$687K - $815K
|
59.8K
$14.7M
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
4.11KNew |
$686K - $814K
|
4.11K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.1K+ 3.77% |
$684K - $812K
|
113K
$27.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.1K+ 39.96% |
$684K - $812K
|
14.4K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
4.09K+ 19.86% |
$683K - $811K
|
24.7K
$6.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.09K+ 4.65% |
$683K - $811K
|
92.2K
$22.6M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.08K+ 6.9% |
$681K - $808K
|
63.2K
$15.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.07K+ 7.74% |
$680K - $807K
|
56.7K
$13.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4.04KNew |
$674K - $800K
|
4.04K
$992K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
4.01KNew |
$669K - $794K
|
4.01K
$985K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.01K+ 1.25% |
$669K - $794K
|
324K
$79.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.01K+ 6.3% |
$668K - $793K
|
67.6K
$16.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
4K+ 0.33% |
$668K - $792K
|
1.23M
$301M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.99K+ 6.54% |
$666K - $790K
|
65K
$16M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
3.98K+ 2.99% |
$665K - $789K
|
137K
$33.7M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.97K+ 4.13% |
$662K - $786K
|
100K
$24.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.96K+ 20.47% |
$660K - $784K
|
23.3K
$5.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
3.95K+ 12.19% |
$659K - $783K
|
36.4K
$8.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
3.95K+ 4.11% |
$659K - $782K
|
100K
$24.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.95KNew |
$659K - $782K
|
3.95K
$969K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
3.94K+ 6.07% |
$657K - $780K
|
68.8K
$16.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.93K+ 94.59% |
$656K - $779K
|
8.09K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.93K+ 21.19% |
$656K - $778K
|
22.5K
$5.52M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
3.92KNew |
$654K - $777K
|
3.92K
$963K
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
3.9K+ 75.43% |
$651K - $773K
|
9.07K
$2.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
3.89KNew |
$649K - $771K
|
3.89K
$955K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.89K+ 2.23% |
$649K - $770K
|
178K
$43.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.88K+ 9.65% |
$648K - $769K
|
44.1K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.85K+ 61.75% |
$643K - $763K
|
10.1K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.85KNew |
$643K - $763K
|
3.85K
$946K
|