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 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
67+ 0.1% |
$11.2K - $13.3K
|
69.4K
$14.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
66+ 0.33% |
$11K - $13.1K
|
20.2K
$4.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
66+ 0.18% |
$11K - $13.1K
|
37K
$7.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
65+ 0.22% |
$10.8K - $12.9K
|
30.2K
$6.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
64+ 2.81% |
$10.7K - $12.7K
|
2.34K
$497K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
63+ 0.19% |
$10.5K - $12.5K
|
32.8K
$6.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
62+ 0.06% |
$10.3K - $12.3K
|
99.2K
$21.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
62+ 0.88% |
$10.3K - $12.3K
|
7.11K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
62+ 0.21% |
$10.3K - $12.3K
|
30.1K
$6.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
61+ 0.21% |
$10.2K - $12.1K
|
28.5K
$6.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
61+ 0.18% |
$10.2K - $12.1K
|
34.9K
$7.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
61+ 0.21% |
$10.2K - $12.1K
|
28.9K
$6.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
60+ 0.55% |
$10K - $11.9K
|
11.1K
$2.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
59+ 0.97% |
$9.85K - $11.7K
|
6.14K
$1.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
59+ 0.53% |
$9.85K - $11.7K
|
11.2K
$2.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
58+ 0.23% |
$9.68K - $11.5K
|
25K
$5.32M
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
58+ 0.69% |
$9.68K - $11.5K
|
8.51K
$1.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
58+ 0.15% |
$9.68K - $11.5K
|
40K
$8.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
57+ 0.22% |
$9.51K - $11.3K
|
26.4K
$5.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
57+ 0.62% |
$9.51K - $11.3K
|
9.2K
$1.96M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
56+ 0.93% |
$9.35K - $11.1K
|
6.09K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
55+ 0.2% |
$9.18K - $10.9K
|
27.9K
$5.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
54+ 0.46% |
$9.01K - $10.7K
|
11.7K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
53+ 0.2% |
$8.85K - $10.5K
|
26.8K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
53+ 0.11% |
$8.85K - $10.5K
|
49.6K
$10.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.46% |
$8.51K - $10.1K
|
11.1K
$2.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
50+ 22.94% |
$8.34K - $9.91K
|
268
$56.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
50+ 0.22% |
$8.34K - $9.91K
|
23.2K
$4.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
50+ 0.04% |
$8.34K - $9.91K
|
123K
$26.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
49+ 0.32% |
$8.18K - $9.71K
|
15.3K
$3.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
48+ 0.23% |
$8.01K - $9.51K
|
21.1K
$4.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
48+ 0.95% |
$8.01K - $9.51K
|
5.08K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
47+ 0.68% |
$7.84K - $9.31K
|
7K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
46+ 1.17% |
$7.68K - $9.11K
|
3.98K
$847K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
45+ 0.15% |
$7.51K - $8.91K
|
29.6K
$6.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
44+ 0.28% |
$7.34K - $8.72K
|
16K
$3.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
44+ 0.28% |
$7.34K - $8.72K
|
15.8K
$3.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
44+ 0.61% |
$7.34K - $8.72K
|
7.2K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
44+ 0.16% |
$7.34K - $8.72K
|
27.7K
$5.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
44+ 0.28% |
$7.34K - $8.72K
|
15.5K
$3.29M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
43+ 0.52% |
$7.18K - $8.52K
|
8.36K
$1.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
42+ 0.28% |
$7.01K - $8.32K
|
14.9K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
42+ 1.11% |
$7.01K - $8.32K
|
3.84K
$815K
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
42+ 0.6% |
$7.01K - $8.32K
|
7.05K
$1.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
40+ 0.29% |
$6.68K - $7.92K
|
13.6K
$2.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
40+ 0.75% |
$6.68K - $7.92K
|
5.37K
$1.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
40+ 0.21% |
$6.68K - $7.92K
|
18.9K
$4.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
38+ 0.5% |
$6.34K - $7.53K
|
7.59K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
37+ 0.14% |
$6.17K - $7.33K
|
26.4K
$5.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
36+ 0.62% |
$6.01K - $7.13K
|
5.83K
$1.24M
|