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
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
1.85KNew |
$309K - $367K
|
1.85K
$454K
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.85KNew |
$308K - $366K
|
1.85K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.85K+ 5.0% |
$308K - $366K
|
38.8K
$9.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.84K+ 18.11% |
$307K - $365K
|
12K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.83K+ 8.16% |
$306K - $363K
|
24.3K
$5.96M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.82K+ 2.77% |
$304K - $361K
|
67.6K
$16.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.82K+ 18.93% |
$303K - $360K
|
11.4K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.8KNew |
$300K - $356K
|
1.8K
$441K
|
|
|
Feb 08, 2024
Q4 2023
|
Torray LLC
|
BUY
|
- |
1.8K+ 2.74% |
$300K - $356K
|
67.3K
$16.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 2.89% |
$299K - $355K
|
63.8K
$15.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 1.05% |
$299K - $354K
|
173K
$42.4M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.79K+ 157.44% |
$298K - $354K
|
2.92K
$717K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.79K+ 3.19% |
$298K - $354K
|
57.7K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.78K+ 3.77% |
$298K - $353K
|
49.1K
$12.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.78K+ 4.1% |
$297K - $352K
|
45.1K
$11.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.78K+ 1.04% |
$296K - $352K
|
173K
$42.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
1.77K+ 2.66% |
$296K - $351K
|
68.3K
$16.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
1.77K+ 0.43% |
$295K - $350K
|
414K
$102M
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1.77K+ 1.21% |
$295K - $350K
|
147K
$36.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
1.77K+ 2.26% |
$295K - $350K
|
79.8K
$19.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.76KNew |
$294K - $349K
|
1.76K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.76K+ 3.1% |
$293K - $348K
|
58.4K
$14.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.76K+ 11.5% |
$293K - $348K
|
17K
$4.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.75K+ 0.23% |
$292K - $346K
|
776K
$191M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.73K+ 30.31% |
$289K - $343K
|
7.45K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.73K+ 1.02% |
$289K - $343K
|
172K
$42.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.73K+ 6.72% |
$288K - $342K
|
27.5K
$6.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.73K+ 4.18% |
$288K - $342K
|
43.1K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.73K+ 5.05% |
$288K - $342K
|
35.9K
$8.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.73KNew |
$288K - $342K
|
1.73K
$424K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.72K+ 3.96% |
$287K - $341K
|
45.1K
$11.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 3.69% |
$286K - $339K
|
48.1K
$11.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
1.71K+ 17.42% |
$285K - $339K
|
11.5K
$2.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.71K+ 0.41% |
$285K - $339K
|
422K
$104M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.71K+ 1.68% |
$285K - $339K
|
103K
$25.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.71K+ 2.54% |
$285K - $338K
|
69.1K
$17M
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.71KNew |
$285K - $338K
|
1.71K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
1.71K+ 2.98% |
$285K - $338K
|
59K
$14.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
BUY
|
- |
1.7K+ 15.15% |
$284K - $338K
|
12.9K
$3.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Lattice Capital Management, LLC
|
BUY
|
- |
1.7K+ 2.44% |
$284K - $337K
|
71.4K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
1.7KNew |
$284K - $337K
|
1.7K
$417K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.7K+ 22.57% |
$283K - $336K
|
9.21K
$2.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
BUY
|
- |
1.7K+ 0.26% |
$283K - $336K
|
654K
$161M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.69K+ 7.16% |
$283K - $336K
|
25.4K
$6.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.69K+ 9.24% |
$283K - $336K
|
20K
$4.92M
|
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.67KNew |
$279K - $331K
|
1.67K
$411K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.67K+ 2.5% |
$279K - $331K
|
68.5K
$16.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.67K+ 5.88% |
$279K - $331K
|
30.1K
$7.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Broderick Brian C
|
BUY
|
- |
1.67K+ 1.37% |
$278K - $330K
|
123K
$30.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.65K+ 9.97% |
$275K - $327K
|
18.2K
$4.47M
|