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 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.65K+ 3.54% |
$275K - $326K
|
48.2K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
1.65K+ 1.34% |
$275K - $326K
|
124K
$30.5M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.64K+ 11.85% |
$274K - $325K
|
15.5K
$3.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.63K+ 10.24% |
$273K - $324K
|
17.6K
$4.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.63K+ 0.77% |
$272K - $323K
|
214K
$52.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.63K+ 5.94% |
$272K - $323K
|
29.1K
$7.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.63K+ 31.65% |
$272K - $323K
|
6.77K
$1.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
1.63KNew |
$271K - $322K
|
1.63K
$399K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 1.07% |
$271K - $322K
|
154K
$37.8M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.62KNew |
$270K - $321K
|
1.62K
$397K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
1.62K+ 1.12% |
$270K - $320K
|
146K
$35.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.61K+ 2.34% |
$269K - $320K
|
70.5K
$17.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.61K+ 1.38% |
$269K - $320K
|
119K
$29.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.6KNew |
$267K - $317K
|
1.6K
$393K
|
|
|
Feb 08, 2024
Q4 2023
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
1.6K+ 4.6% |
$267K - $317K
|
36.4K
$8.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.59K+ 3.57% |
$266K - $316K
|
46.2K
$11.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.59K+ 2.44% |
$266K - $315K
|
66.8K
$16.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.59K+ 0.27% |
$265K - $315K
|
596K
$146M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.58K+ 4.65% |
$263K - $312K
|
35.5K
$8.72M
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.58KNew |
$263K - $312K
|
1.58K
$387K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.56K+ 2.29% |
$261K - $310K
|
70K
$17.2M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 10.31% |
$260K - $308K
|
16.7K
$4.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.55K+ 13.12% |
$259K - $308K
|
13.4K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
1.53KNew |
$256K - $304K
|
1.53K
$376K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.53K+ 1.91% |
$255K - $302K
|
81.3K
$20M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.52K+ 0.2% |
$254K - $301K
|
744K
$183M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.52K+ 2.19% |
$253K - $301K
|
70.9K
$17.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
1.52K+ 0.27% |
$253K - $301K
|
556K
$137M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.51K+ 1.44% |
$252K - $299K
|
106K
$26.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
1.5K+ 11.93% |
$251K - $297K
|
14.1K
$3.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.5K+ 5.8% |
$250K - $296K
|
27.3K
$6.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.49K+ 13.99% |
$249K - $296K
|
12.2K
$2.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.49K+ 1.19% |
$249K - $295K
|
126K
$31M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
1.49K+ 1.47% |
$248K - $294K
|
103K
$25.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.48K+ 116.92% |
$247K - $293K
|
2.74K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.48K+ 0.57% |
$247K - $293K
|
261K
$64.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.47K+ 5.98% |
$245K - $291K
|
26.1K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.47K+ 1.14% |
$245K - $291K
|
130K
$32M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.47K+ 0.11% |
$245K - $291K
|
1.38M
$339M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.46K+ 11.94% |
$244K - $290K
|
13.7K
$3.37M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
1.46K+ 0.66% |
$244K - $290K
|
224K
$54.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
1.46KNew |
$243K - $288K
|
1.46K
$357K
|
|
|
Feb 05, 2024
Q4 2023
|
Compass Capital Management, Inc
|
BUY
|
- |
1.45K+ 8.46% |
$243K - $288K
|
18.6K
$4.58M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.45K+ 3.55% |
$241K - $286K
|
42.2K
$10.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.44K+ 0.41% |
$240K - $285K
|
352K
$86.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43K+ 0.88% |
$239K - $283K
|
164K
$40.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.43K+ 3.14% |
$238K - $283K
|
46.9K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.42K+ 5.49% |
$237K - $282K
|
27.3K
$6.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.42K+ 6.09% |
$237K - $281K
|
24.7K
$6.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.42K+ 11.27% |
$236K - $281K
|
14K
$3.44M
|