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 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
29+ 0.04% |
$4.84K - $5.75K
|
70.6K
$17.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
28+ 0.14% |
$4.67K - $5.55K
|
19.5K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
28+ 2.3% |
$4.67K - $5.55K
|
1.25K
$306K
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
27+ 0.14% |
$4.51K - $5.35K
|
19.3K
$4.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
27+ 0.05% |
$4.51K - $5.35K
|
54.5K
$13.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
25+ 0.49% |
$4.17K - $4.95K
|
5.15K
$1.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
25+ 0.05% |
$4.17K - $4.95K
|
50.9K
$12.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
25+ 0.07% |
$4.17K - $4.95K
|
35.3K
$8.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
25+ 0.61% |
$4.17K - $4.95K
|
4.14K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
25+ 0.01% |
$4.17K - $4.95K
|
194K
$47.5M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
24+ 0.06% |
$4.01K - $4.75K
|
37.8K
$9.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
24+ 0.37% |
$4.01K - $4.75K
|
6.55K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
24+ 0.17% |
$4.01K - $4.75K
|
14.2K
$3.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
22+ 0.08% |
$3.67K - $4.36K
|
26.9K
$6.61M
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
20+ 1.14% |
$3.34K - $3.96K
|
1.77K
$435K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
BUY
|
- |
20+ 1.31% |
$3.34K - $3.96K
|
1.54K
$379K
|
|
|
Jan 18, 2024
Q4 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
20+ 0.44% |
$3.34K - $3.96K
|
4.56K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
20+ 0.12% |
$3.34K - $3.96K
|
17.4K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
20+ 0.12% |
$3.34K - $3.96K
|
16.8K
$4.14M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
20+ 0.43% |
$3.34K - $3.96K
|
4.71K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
19+ 0.18% |
$3.17K - $3.76K
|
10.8K
$2.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
19+ 0.08% |
$3.17K - $3.76K
|
24.9K
$6.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
19+ 0.15% |
$3.17K - $3.76K
|
13.1K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
19+ 0.12% |
$3.17K - $3.76K
|
15.5K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
18+ 0.08% |
$3K - $3.57K
|
24K
$5.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
17+ 0.05% |
$2.84K - $3.37K
|
36.1K
$8.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
17+ 0.32% |
$2.84K - $3.37K
|
5.27K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
17+ 0.09% |
$2.84K - $3.37K
|
19.5K
$4.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
16+ 0.45% |
$2.67K - $3.17K
|
3.53K
$868K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
16+ 0.45% |
$2.67K - $3.17K
|
3.53K
$868K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
16+ 0.16% |
$2.67K - $3.17K
|
9.86K
$2.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
16+ 0.01% |
$2.67K - $3.17K
|
201K
$49.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
14+ 0.04% |
$2.34K - $2.77K
|
33.9K
$8.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
14+ 0.08% |
$2.34K - $2.77K
|
17.3K
$4.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
14+ 0.11% |
$2.34K - $2.77K
|
12.7K
$3.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
14+ 0.42% |
$2.34K - $2.77K
|
3.37K
$828K
|
|
|
Jan 11, 2024
Q4 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
13+ 0.05% |
$2.17K - $2.58K
|
27.5K
$6.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
13+ 0.05% |
$2.17K - $2.58K
|
26K
$6.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
13+ 0.04% |
$2.17K - $2.58K
|
30.2K
$7.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
13+ 0.05% |
$2.17K - $2.58K
|
27.3K
$6.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Merlin Capital LLC
|
BUY
|
- |
13+ 0.31% |
$2.17K - $2.58K
|
4.18K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
13+ 0.01% |
$2.17K - $2.58K
|
123K
$30.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
12+ 0.18% |
$2K - $2.38K
|
6.84K
$1.68M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 0.26% |
$2K - $2.38K
|
4.65K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
12+ 0.02% |
$2K - $2.38K
|
63.3K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
12+ 0.14% |
$2K - $2.38K
|
8.53K
$2.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.09% |
$1.84K - $2.18K
|
11.7K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
11+ 0.04% |
$1.84K - $2.18K
|
29.7K
$7.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Af Advisors, Inc.
|
BUY
|
- |
10+ 0.56% |
$1.67K - $1.98K
|
1.8K
$441K
|
|
|
Sep 09, 2024
Q4 2023
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
10+ 0.14% |
$1.67K - $1.98K
|
7.11K
$1.75M
|