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 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
503+ 7.47% |
$83.9K - $99.6K
|
7.23K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
503+ 0.09% |
$83.9K - $99.6K
|
582K
$143M
|
|
|
Jan 31, 2024
Q4 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
501+ 4.53% |
$83.6K - $99.3K
|
11.6K
$2.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
499+ 2.84% |
$83.3K - $98.9K
|
18.1K
$4.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
495+ 3.01% |
$82.6K - $98.1K
|
17K
$4.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
495+ 0.63% |
$82.6K - $98.1K
|
78.5K
$19.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
495+ 6.18% |
$82.6K - $98.1K
|
8.51K
$2.09M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
494+ 7.5% |
$82.4K - $97.9K
|
7.08K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
494+ 1.77% |
$82.4K - $97.9K
|
28.5K
$6.99M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
493+ 0.72% |
$82.3K - $97.7K
|
69.3K
$17M
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
488+ 3.66% |
$81.4K - $96.7K
|
13.8K
$3.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
484+ 1.74% |
$80.8K - $95.9K
|
28.3K
$6.94M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
484+ 0.43% |
$80.8K - $95.9K
|
113K
$27.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
484+ 1.25% |
$80.8K - $95.9K
|
39.2K
$9.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
483+ 1.91% |
$80.6K - $95.7K
|
25.8K
$6.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
482+ 1.8% |
$80.4K - $95.5K
|
27.3K
$6.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
478+ 0.65% |
$79.8K - $94.7K
|
73.9K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
477+ 2.05% |
$79.6K - $94.5K
|
23.7K
$5.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
467+ 1.48% |
$77.9K - $92.5K
|
32K
$7.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
464+ 11.12% |
$77.4K - $91.9K
|
4.64K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
463+ 18.15% |
$77.3K - $91.7K
|
3.01K
$740K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
463+ 0.41% |
$77.3K - $91.7K
|
115K
$28.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
456+ 1.27% |
$76.1K - $90.3K
|
36.3K
$8.91M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
456+ 5.26% |
$76.1K - $90.3K
|
9.12K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
453+ 0.97% |
$75.6K - $89.7K
|
47.2K
$11.6M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
453+ 2.51% |
$75.6K - $89.7K
|
18.5K
$4.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
450+ 2.45% |
$75.1K - $89.1K
|
18.8K
$4.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
450+ 3.65% |
$75.1K - $89.1K
|
12.8K
$3.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
449+ 1.6% |
$74.9K - $89K
|
28.5K
$6.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
445+ 0.84% |
$74.3K - $88.2K
|
53.1K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
444+ 7.09% |
$74.1K - $88K
|
6.71K
$1.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
443+ 7.23% |
$73.9K - $87.8K
|
6.57K
$1.61M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
443New |
$73.9K - $87.8K
|
443
$109K
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
442+ 1.37% |
$73.8K - $87.6K
|
32.6K
$8.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
440+ 0.64% |
$73.4K - $87.2K
|
69.4K
$17M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
438+ 1.28% |
$73.1K - $86.8K
|
34.5K
$8.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
437+ 1.0% |
$72.9K - $86.6K
|
44.1K
$10.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
426+ 3.21% |
$71.1K - $84.4K
|
13.7K
$3.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
424+ 1.64% |
$70.8K - $84K
|
26.2K
$6.44M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
422+ 0.82% |
$70.4K - $83.6K
|
52K
$12.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
422+ 0.61% |
$70.4K - $83.6K
|
69.9K
$17.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
422+ 1.13% |
$70.4K - $83.6K
|
37.6K
$9.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
420+ 4.2% |
$70.1K - $83.2K
|
10.4K
$2.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
420+ 1.39% |
$70.1K - $83.2K
|
30.7K
$7.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
419+ 0.74% |
$69.9K - $83K
|
57.1K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
418+ 0.21% |
$69.8K - $82.8K
|
202K
$49.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
417+ 0.7% |
$69.6K - $82.6K
|
59.8K
$14.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
415+ 0.19% |
$69.3K - $82.2K
|
215K
$52.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
414+ 3.75% |
$69.1K - $82K
|
11.5K
$2.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
411+ 0.6% |
$68.6K - $81.4K
|
69.1K
$17M
|