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
|
Cwm, LLC
|
BUY
|
- |
164K+ 9.5% |
$27.4M - $32.5M
|
1.89M
$449M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
162K+ 49.95% |
$27M - $32M
|
485K
$115M
|
|
|
Aug 01, 2024
Q4 2023
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
158KNew |
$26.3M - $31.3M
|
158K
$37.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
153K+ 98.9% |
$25.6M - $30.4M
|
308K
$73.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
152K+ 1.5% |
$25.3M - $30.1M
|
10.3M
$2.45B
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
149KNew |
$24.9M - $29.6M
|
149K
$35.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
148KNew |
$24.7M - $29.3M
|
148K
$35.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
147K+ 73.6% |
$24.6M - $29.1M
|
347K
$82.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
146KNew |
$24.4M - $29M
|
146K
$34.7M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
144KNew |
$24.1M - $28.6M
|
144K
$34.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
143K+ 19.44% |
$23.9M - $28.3M
|
878K
$209M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
139K+ 5.79% |
$23.2M - $27.6M
|
2.54M
$604M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
139KNew |
$23.2M - $27.5M
|
139K
$33M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
138K+ 232.76% |
$23M - $27.3M
|
197K
$46.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
138K+ 570.68% |
$23M - $27.3M
|
162K
$38.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
137KNew |
$22.9M - $27.2M
|
137K
$32.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
136KNew |
$22.8M - $27M
|
136K
$32.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
134KNew |
$22.3M - $26.5M
|
134K
$31.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
130KNew |
$21.7M - $25.8M
|
130K
$30.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
130KNew |
$21.7M - $25.8M
|
130K
$30.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
130K+ 6.81% |
$21.6M - $25.7M
|
2.03M
$483M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
129K+ 6.08% |
$21.4M - $25.5M
|
2.24M
$533M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
126K+ 3.78% |
$21.1M - $25M
|
3.47M
$823M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
126K+ 2.29% |
$21.1M - $25M
|
5.63M
$1.34B
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
125K+ 46.92% |
$20.9M - $24.8M
|
392K
$93M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
124K+ 1.33% |
$20.7M - $24.5M
|
9.42M
$2.24B
|
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
123K+ 482.29% |
$20.6M - $24.4M
|
149K
$35.4M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
123KNew |
$20.5M - $24.3M
|
123K
$29.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
121KNew |
$20.2M - $24M
|
121K
$28.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
121K+ 1.32% |
$20.2M - $24M
|
9.27M
$2.2B
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
121KNew |
$20.1M - $23.9M
|
121K
$28.7M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
120KNew |
$20M - $23.8M
|
120K
$28.5M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
118K+ 6.3% |
$19.7M - $23.4M
|
1.99M
$474M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
117KNew |
$19.5M - $23.1M
|
117K
$27.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
117K+ 4810.45% |
$19.4M - $23.1M
|
119K
$28.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
116KNew |
$19.4M - $23M
|
116K
$27.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
115KNew |
$19.1M - $22.7M
|
115K
$27.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
115K+ 48.62% |
$19.1M - $22.7M
|
351K
$83.3M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
113K+ 16.24% |
$18.9M - $22.4M
|
809K
$192M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
113K+ 21.46% |
$18.8M - $22.3M
|
638K
$151M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
112K+ 1.97% |
$18.6M - $22.1M
|
5.78M
$1.37B
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
112K+ 2.07% |
$18.6M - $22.1M
|
5.51M
$1.31B
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
111KNew |
$18.6M - $22.1M
|
111K
$26.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
111K+ 3.6% |
$18.5M - $22M
|
3.2M
$759M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
110K+ 122.2% |
$18.4M - $21.8M
|
200K
$47.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
108K+ 8.51% |
$18.1M - $21.5M
|
1.38M
$328M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
107K+ 209.78% |
$17.9M - $21.3M
|
159K
$37.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
107KNew |
$17.8M - $21.2M
|
107K
$25.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
104KNew |
$17.4M - $20.7M
|
104K
$24.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
101K+ 48.98% |
$16.9M - $20M
|
308K
$73.1M
|