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 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
97+ 4.63% |
$16.2K - $19.2K
|
2.19K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
97+ 1.95% |
$16.2K - $19.2K
|
5.08K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
96+ 0.84% |
$16K - $19K
|
11.5K
$2.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
95+ 0.59% |
$15.9K - $18.8K
|
16.3K
$4M
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
94+ 3.39% |
$15.7K - $18.6K
|
2.87K
$704K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
93+ 0.48% |
$15.5K - $18.4K
|
19.3K
$4.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
92+ 0.79% |
$15.4K - $18.2K
|
11.8K
$2.89M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
91+ 0.49% |
$15.2K - $18K
|
18.5K
$4.55M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
90+ 0.17% |
$15K - $17.8K
|
53.5K
$13.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
89+ 0.95% |
$14.9K - $17.6K
|
9.45K
$2.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
89+ 3.44% |
$14.9K - $17.6K
|
2.68K
$657K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
89+ 0.48% |
$14.9K - $17.6K
|
18.7K
$4.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
88+ 0.09% |
$14.7K - $17.4K
|
97.8K
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
88+ 0.13% |
$14.7K - $17.4K
|
70.5K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
87+ 0.8% |
$14.5K - $17.2K
|
10.9K
$2.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
86+ 0.16% |
$14.4K - $17K
|
54.9K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
85+ 2.53% |
$14.2K - $16.8K
|
3.44K
$845K
|
|
|
Jan 02, 2024
Q4 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
83+ 0.01% |
$13.9K - $16.4K
|
558K
$137M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
83+ 1.36% |
$13.9K - $16.4K
|
6.18K
$1.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
83+ 0.55% |
$13.9K - $16.4K
|
15K
$3.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
83+ 0.33% |
$13.9K - $16.4K
|
25K
$6.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
82+ 0.94% |
$13.7K - $16.2K
|
8.82K
$2.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
82+ 0.49% |
$13.7K - $16.2K
|
16.7K
$4.1M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
82+ 0.09% |
$13.7K - $16.2K
|
89.1K
$21.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
82+ 0.53% |
$13.7K - $16.2K
|
15.5K
$3.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
80+ 0.21% |
$13.4K - $15.8K
|
37.5K
$9.2M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
79+ 0.3% |
$13.2K - $15.7K
|
26K
$6.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
78+ 0.29% |
$13K - $15.5K
|
26.5K
$6.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
78+ 0.23% |
$13K - $15.5K
|
34.5K
$8.48M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
78New |
$13K - $15.5K
|
78
$19.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
75+ 0.25% |
$12.5K - $14.9K
|
29.5K
$7.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
72+ 0.17% |
$12K - $14.3K
|
42.3K
$10.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
72+ 0.12% |
$12K - $14.3K
|
61K
$15M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
71+ 0.2% |
$11.8K - $14.1K
|
35.8K
$8.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
71+ 0.1% |
$11.8K - $14.1K
|
69.8K
$17.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
70+ 0.14% |
$11.7K - $13.9K
|
49.9K
$12.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
69+ 69.0% |
$11.5K - $13.7K
|
169
$41.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
67+ 0.61% |
$11.2K - $13.3K
|
11.1K
$2.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
67+ 0.1% |
$11.2K - $13.3K
|
69.4K
$17M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
66+ 0.33% |
$11K - $13.1K
|
20.2K
$4.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.18% |
$11K - $13.1K
|
37K
$9.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
65+ 0.22% |
$10.8K - $12.9K
|
30.2K
$7.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
64+ 2.81% |
$10.7K - $12.7K
|
2.34K
$574K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
63+ 0.19% |
$10.5K - $12.5K
|
32.8K
$8.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
62+ 0.06% |
$10.3K - $12.3K
|
99.2K
$24.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
62+ 0.88% |
$10.3K - $12.3K
|
7.11K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
62+ 0.21% |
$10.3K - $12.3K
|
30.1K
$7.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
61+ 0.21% |
$10.2K - $12.1K
|
28.5K
$7M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
61+ 0.18% |
$10.2K - $12.1K
|
34.9K
$8.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
61+ 0.21% |
$10.2K - $12.1K
|
28.9K
$7.09M
|