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 |
---|---|---|---|---|---|---|---|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
101KNew |
$16.8M - $20M
|
101K
$23.1M
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
100K+ 14.29% |
$16.7M - $19.8M
|
800K
$183M
|
|
Feb 14, 2024
Q4 2023
|
Berkley W R Corp
Greenwich, CT |
BUY
|
- |
99.2KNew |
$16.6M - $19.7M
|
99.2K
$22.7M
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
98K+ 13.35% |
$16.4M - $19.4M
|
832K
$191M
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
97.9K+ 0.01% |
$16.3M - $19.4M
|
1.32B
$302B
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
97.8K+ 3.0% |
$16.3M - $19.4M
|
3.35M
$768M
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
96.2K+ 3.74% |
$16.1M - $19.1M
|
2.67M
$610M
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
95.4K+ 13.47% |
$15.9M - $18.9M
|
803K
$184M
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
94.6KNew |
$15.8M - $18.7M
|
94.6K
$21.7M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
94.2K+ 5.57% |
$15.7M - $18.7M
|
1.79M
$409M
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
93K+ 2.77% |
$15.5M - $18.4M
|
3.45M
$789M
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
92.9KNew |
$15.5M - $18.4M
|
92.9K
$21.3M
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
92.5KNew |
$15.4M - $18.3M
|
92.5K
$21.2M
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
90K+ 521.42% |
$15M - $17.8M
|
107K
$24.6M
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
90K+ 16.56% |
$15M - $17.8M
|
633K
$145M
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
89.4K+ 12.24% |
$14.9M - $17.7M
|
820K
$188M
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
88.1K+ 670.69% |
$14.7M - $17.5M
|
101K
$23.2M
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
87.8K+ 9.5% |
$14.7M - $17.4M
|
1.01M
$232M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
87.5K+ 5.33% |
$14.6M - $17.3M
|
1.73M
$396M
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
87.3KNew |
$14.6M - $17.3M
|
87.3K
$20M
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
85.7K+ 171.07% |
$14.3M - $17M
|
136K
$31.1M
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
85K+ 1.18% |
$14.2M - $16.8M
|
7.32M
$1.68B
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
83.8KNew |
$14M - $16.6M
|
83.8K
$19.2M
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
82.8KNew |
$13.8M - $16.4M
|
82.8K
$19M
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
81.5KNew |
$13.6M - $16.1M
|
81.5K
$18.7M
|
|
Feb 14, 2024
Q4 2023
|
Aragon Global Management, LP
Miami, FL |
BUY
|
- |
79.4KNew |
$13.3M - $15.7M
|
79.4K
$18.2M
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
79.2KNew |
$13.2M - $15.7M
|
79.2K
$18.1M
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
79.1K+ 302.13% |
$13.2M - $15.7M
|
105K
$24.1M
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
78.8KNew |
$13.2M - $15.6M
|
78.8K
$18.1M
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
78.5KNew |
$13.1M - $15.6M
|
78.5K
$18M
|
|
Feb 09, 2024
Q4 2023
|
Crake Asset Management LLP
London, X0 |
BUY
|
- |
78.5K+ 42.9% |
$13.1M - $15.6M
|
262K
$59.9M
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
78.4KNew |
$13.1M - $15.5M
|
78.4K
$17.9M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
78.3K+ 0.51% |
$13.1M - $15.5M
|
15.4M
$3.52B
|
|
Feb 09, 2024
Q4 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
78.1K+ 2113.64% |
$13M - $15.5M
|
81.8K
$18.7M
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
77.6K+ 16.69% |
$13M - $15.4M
|
543K
$124M
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
77.6KNew |
$13M - $15.4M
|
77.6K
$17.8M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
77.2KNew |
$12.9M - $15.3M
|
77.2K
$17.7M
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
75.6KNew |
$12.6M - $15M
|
75.6K
$17.3M
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
75KNew |
$12.5M - $14.9M
|
75K
$17.2M
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
74.9KNew |
$12.5M - $14.8M
|
74.9K
$17.2M
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
74.5KNew |
$12.4M - $14.8M
|
74.5K
$17.1M
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
74.1K+ 20.09% |
$12.4M - $14.7M
|
443K
$101M
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
72.5KNew |
$12.1M - $14.4M
|
72.5K
$16.6M
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
72.4KNew |
$12.1M - $14.3M
|
72.4K
$16.6M
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
71.6KNew |
$11.9M - $14.2M
|
71.6K
$16.4M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
71.5KNew |
$11.9M - $14.2M
|
71.5K
$16.4M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
71.4K+ 0.72% |
$11.9M - $14.1M
|
9.96M
$2.28B
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
70.8KNew |
$11.8M - $14M
|
70.8K
$16.2M
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
70.5KNew |
$11.8M - $14M
|
70.5K
$16.1M
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
70.3K+ 12646.22% |
$11.7M - $13.9M
|
70.9K
$16.2M
|