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 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
323K+ 33.11% |
$53.9M - $63.9M
|
1.3M
$297M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
312K+ 52.02% |
$52M - $61.8M
|
911K
$209M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
306KNew |
$51M - $60.6M
|
306K
$70M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
305K+ 5.31% |
$50.8M - $60.3M
|
6.04M
$1.38B
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
298K+ 620.21% |
$49.7M - $59M
|
346K
$79.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
297K+ 3.38% |
$49.6M - $58.9M
|
9.1M
$2.08B
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
293K+ 13.3% |
$48.8M - $58M
|
2.49M
$571M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
292K+ 90.6% |
$48.8M - $57.9M
|
615K
$141M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
285K+ 7.19% |
$47.6M - $56.6M
|
4.26M
$974M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
282K+ 4.79% |
$47M - $55.8M
|
6.16M
$1.41B
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
281K+ 2.5% |
$46.9M - $55.7M
|
11.5M
$2.64B
|
|
|
Feb 14, 2024
Q4 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
279K+ 127.98% |
$46.6M - $55.3M
|
497K
$114M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
273K+ 310.62% |
$45.5M - $54M
|
360K
$82.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
264K+ 0.33% |
$44.1M - $52.4M
|
80M
$18.3B
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
262K+ 9.11% |
$43.7M - $51.9M
|
3.14M
$718M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
249KNew |
$41.5M - $49.3M
|
249K
$56.9M
|
|
|
Mar 11, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
247K+ 6082.15% |
$41.2M - $48.9M
|
251K
$57.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
247K+ 8.34% |
$41.2M - $48.8M
|
3.2M
$733M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
241KNew |
$40.2M - $47.7M
|
241K
$55.2M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
237K+ 2.68% |
$39.5M - $46.9M
|
9.08M
$2.08B
|
|
|
Feb 09, 2024
Q4 2023
|
Tcw Group Inc
|
BUY
|
- |
233K+ 71.92% |
$38.9M - $46.2M
|
557K
$128M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
233KNew |
$38.9M - $46.1M
|
233K
$53.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
228K+ 13.85% |
$38.1M - $45.2M
|
1.88M
$430M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
227K+ 21.32% |
$37.9M - $45M
|
1.29M
$296M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
221K+ 435.39% |
$37M - $43.9M
|
272K
$62.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
220K+ 16.68% |
$36.7M - $43.6M
|
1.54M
$353M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
219K+ 3.82% |
$36.5M - $43.3M
|
5.95M
$1.36B
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
215K+ 111537.82% |
$35.9M - $42.6M
|
215K
$49.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
213K+ 20.48% |
$35.5M - $42.2M
|
1.25M
$287M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
205K+ 6.91% |
$34.2M - $40.6M
|
3.18M
$727M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
199KNew |
$33.3M - $39.5M
|
199K
$45.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
196K+ 0.69% |
$32.6M - $38.7M
|
28.3M
$6.49B
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
195K+ 412.71% |
$32.6M - $38.6M
|
242K
$55.5M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
191KNew |
$31.9M - $37.8M
|
191K
$43.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
190K+ 589.04% |
$31.7M - $37.6M
|
222K
$50.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
189KNew |
$31.6M - $37.5M
|
189K
$43.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
188K+ 223.1% |
$31.4M - $37.3M
|
273K
$62.5M
|
|
|
Feb 21, 2024
Q4 2023
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
BUY
|
- |
188KNew |
$31.3M - $37.2M
|
188K
$43M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
180K+ 42.97% |
$30M - $35.6M
|
598K
$137M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
179K+ 14.33% |
$29.9M - $35.5M
|
1.43M
$327M
|
|
|
Feb 12, 2024
Q4 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
178K+ 28.17% |
$29.7M - $35.3M
|
810K
$185M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
175K+ 53445.26% |
$29.2M - $34.6M
|
175K
$40.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
173K+ 30.64% |
$28.9M - $34.3M
|
738K
$169M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
173KNew |
$28.9M - $34.3M
|
173K
$39.6M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
173K+ 0.7% |
$28.9M - $34.3M
|
25M
$5.72B
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
171K+ 21.77% |
$28.6M - $34M
|
959K
$220M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
171K+ 19.11% |
$28.5M - $33.9M
|
1.07M
$244M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
167KNew |
$27.8M - $33M
|
167K
$38.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
167K+ 0.9% |
$27.8M - $33M
|
18.6M
$4.26B
|
|
|
Feb 13, 2024
Q4 2023
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
165K+ 2.14% |
$27.5M - $32.6M
|
7.85M
$1.8B
|