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 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.51K+ 2.06% |
$418K - $497K
|
124K
$30.5M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.51K+ 2.06% |
$418K - $497K
|
124K
$30.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.51K+ 16.4% |
$418K - $496K
|
17.8K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
2.5K+ 2.78% |
$418K - $496K
|
92.5K
$22.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
2.49K+ 0.7% |
$415K - $493K
|
360K
$88.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
2.49KNew |
$415K - $493K
|
2.49K
$610K
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
2.48K+ 35.14% |
$414K - $491K
|
9.53K
$2.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
2.46K+ 13.49% |
$410K - $486K
|
20.6K
$5.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
2.44KNew |
$408K - $484K
|
2.44K
$600K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2.44K+ 4.64% |
$407K - $484K
|
55.1K
$13.5M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
2.44K+ 1.51% |
$407K - $483K
|
164K
$40.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.44K+ 5.96% |
$407K - $483K
|
43.3K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.43K+ 1.45% |
$406K - $482K
|
171K
$41.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
2.43K+ 13.52% |
$405K - $481K
|
20.4K
$5.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.41K+ 16.56% |
$402K - $478K
|
17K
$4.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.41K+ 16.11% |
$402K - $477K
|
17.4K
$4.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
2.39KNew |
$399K - $474K
|
2.39K
$587K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.37K+ 30.42% |
$395K - $469K
|
10.2K
$2.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.36K+ 33.63% |
$394K - $468K
|
9.39K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.36K+ 12.67% |
$394K - $468K
|
21K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.36K+ 1.22% |
$393K - $467K
|
195K
$48M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.35KNew |
$393K - $466K
|
2.35K
$578K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.34K+ 5.68% |
$391K - $464K
|
43.6K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.34KNew |
$391K - $464K
|
2.34K
$575K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.34K+ 0.38% |
$391K - $464K
|
622K
$153M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.33K+ 2.05% |
$389K - $462K
|
116K
$28.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
2.32K+ 4.01% |
$388K - $460K
|
60.2K
$14.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
2.32K+ 17.21% |
$387K - $460K
|
15.8K
$3.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.31K+ 2.37% |
$386K - $458K
|
99.7K
$24.5M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.31K+ 1.77% |
$385K - $457K
|
132K
$32.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
2.31K+ 19.3% |
$385K - $457K
|
14.2K
$3.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.31K+ 46.07% |
$385K - $457K
|
7.31K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
2.3K+ 16.15% |
$384K - $456K
|
16.6K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
2.3K+ 94.37% |
$383K - $455K
|
4.73K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.29K+ 6.61% |
$383K - $454K
|
37K
$9.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.29K+ 1.52% |
$383K - $454K
|
153K
$37.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2.25K+ 10.89% |
$376K - $446K
|
22.9K
$5.63M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.23K+ 10.88% |
$372K - $441K
|
22.7K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.23K+ 4.85% |
$371K - $441K
|
48.2K
$11.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
2.22KNew |
$370K - $440K
|
2.22K
$545K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
2.22K+ 1.9% |
$370K - $440K
|
119K
$29.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.22K+ 38.41% |
$370K - $439K
|
7.99K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.22K+ 14.68% |
$370K - $439K
|
17.3K
$4.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.22K+ 4.58% |
$370K - $439K
|
50.7K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.22K+ 4.48% |
$370K - $439K
|
51.6K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.21K+ 6.04% |
$369K - $438K
|
38.8K
$9.53M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.21KNew |
$369K - $438K
|
2.21K
$543K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.19K+ 2.26% |
$366K - $434K
|
99.2K
$24.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.18K+ 1.55% |
$363K - $431K
|
143K
$35M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.17K+ 17.4% |
$362K - $430K
|
14.6K
$3.59M
|