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 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
410+ 3.09% |
$68.4K - $81.2K
|
13.7K
$3.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
409+ 1.63% |
$68.3K - $81K
|
25.5K
$6.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
409+ 0.57% |
$68.3K - $81K
|
72.6K
$17.8M
|
|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
BUY
|
- |
406+ 15.77% |
$67.8K - $80.4K
|
2.98K
$732K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
399+ 1.13% |
$66.6K - $79K
|
35.6K
$8.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
396+ 0.54% |
$66.1K - $78.5K
|
73.2K
$18M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
394+ 1.54% |
$65.8K - $78.1K
|
26K
$6.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
393+ 33.22% |
$65.6K - $77.9K
|
1.58K
$387K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
391+ 3.04% |
$65.3K - $77.5K
|
13.3K
$3.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
390+ 1.14% |
$65.1K - $77.3K
|
34.6K
$8.5M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
390+ 4.34% |
$65.1K - $77.3K
|
9.37K
$2.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
389+ 2.33% |
$64.9K - $77.1K
|
17.1K
$4.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
388+ 0.96% |
$64.8K - $76.9K
|
40.9K
$10M
|
|
|
Jan 31, 2024
Q4 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
388+ 2.84% |
$64.8K - $76.9K
|
14.1K
$3.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
387+ 5.47% |
$64.6K - $76.7K
|
7.46K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
387+ 0.11% |
$64.6K - $76.7K
|
340K
$83.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
385+ 1.16% |
$64.3K - $76.3K
|
33.5K
$8.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
385+ 5.09% |
$64.3K - $76.3K
|
7.95K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
380+ 1.14% |
$63.4K - $75.3K
|
33.7K
$8.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
379+ 0.84% |
$63.3K - $75.1K
|
45.4K
$11.2M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
376+ 0.13% |
$62.8K - $74.5K
|
281K
$69M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
375+ 0.21% |
$62.6K - $74.3K
|
176K
$43.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
373+ 2.0% |
$62.2K - $73.9K
|
19K
$4.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
369+ 0.56% |
$61.6K - $73.1K
|
66.2K
$16.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
369+ 3.18% |
$61.6K - $73.1K
|
12K
$2.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
369+ 0.24% |
$61.6K - $73.1K
|
154K
$37.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
368+ 0.71% |
$61.4K - $72.9K
|
52K
$12.8M
|
|
|
Feb 28, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
368+ 657.14% |
$61.4K - $72.9K
|
424
$104K
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
364+ 7.22% |
$60.7K - $72.1K
|
5.41K
$1.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
363+ 3.28% |
$60.6K - $71.9K
|
11.4K
$2.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
362+ 2.93% |
$60.4K - $71.7K
|
12.7K
$3.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
360+ 2.07% |
$60.1K - $71.3K
|
17.8K
$4.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
359+ 0.99% |
$59.9K - $71.1K
|
36.6K
$8.99M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
358+ 0.65% |
$59.7K - $70.9K
|
55.8K
$13.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
355+ 0.52% |
$59.2K - $70.3K
|
69K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
352New |
$58.7K - $69.7K
|
352
$86.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
351+ 0.53% |
$58.6K - $69.5K
|
66.3K
$16.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
350+ 2.31% |
$58.4K - $69.3K
|
15.5K
$3.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
349+ 3.66% |
$58.2K - $69.1K
|
9.88K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
349+ 5.01% |
$58.2K - $69.1K
|
7.31K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
348+ 1.66% |
$58.1K - $68.9K
|
21.4K
$5.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
347+ 0.33% |
$57.9K - $68.7K
|
106K
$25.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
344+ 0.46% |
$57.4K - $68.1K
|
74.8K
$18.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
343+ 0.34% |
$57.2K - $68K
|
100K
$24.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
341+ 0.14% |
$56.9K - $67.6K
|
247K
$60.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
341+ 0.64% |
$56.9K - $67.6K
|
53.6K
$13.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
337+ 6.76% |
$56.2K - $66.8K
|
5.32K
$1.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
BUY
|
- |
336+ 9.95% |
$56.1K - $66.6K
|
3.71K
$912K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
336+ 0.72% |
$56.1K - $66.6K
|
47.3K
$11.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
334+ 0.58% |
$55.7K - $66.2K
|
58.3K
$14.3M
|