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 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
69.5K+ 1.7% |
$11.6M - $13.8M
|
4.16M
$953M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
69.5KNew |
$11.6M - $13.8M
|
69.5K
$15.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
69.4KNew |
$11.6M - $13.7M
|
69.4K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
69.4KNew |
$11.6M - $13.7M
|
69.4K
$15.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
69.2KNew |
$11.5M - $13.7M
|
69.2K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
69.1KNew |
$11.5M - $13.7M
|
69.1K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
68.4K+ 5.39% |
$11.4M - $13.6M
|
1.34M
$306M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
67.2K+ 19.76% |
$11.2M - $13.3M
|
408K
$93.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
66.7KNew |
$11.1M - $13.2M
|
66.7K
$15.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
66.5K+ 826.26% |
$11.1M - $13.2M
|
74.5K
$17.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
66.4KNew |
$11.1M - $13.2M
|
66.4K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
66.4K+ 2.68% |
$11.1M - $13.2M
|
2.54M
$582M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
66.1K+ 149.48% |
$11M - $13.1M
|
110K
$25.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
65.7K+ 16.33% |
$11M - $13M
|
468K
$107M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
64.7KNew |
$10.8M - $12.8M
|
64.7K
$14.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
64.4KNew |
$10.7M - $12.8M
|
64.4K
$14.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
63.6KNew |
$10.6M - $12.6M
|
63.6K
$14.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
63.1K+ 304.52% |
$10.5M - $12.5M
|
83.9K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
63.1K+ 372.56% |
$10.5M - $12.5M
|
80K
$18.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Fcf Advisors LLC
|
BUY
|
- |
62.7K+ 81.13% |
$10.5M - $12.4M
|
140K
$32M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
62.5KNew |
$10.4M - $12.4M
|
62.5K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
62.5KNew |
$10.4M - $12.4M
|
62.5K
$14.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
62.2K+ 1.42% |
$10.4M - $12.3M
|
4.46M
$1.02B
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
61.9KNew |
$10.3M - $12.3M
|
61.9K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
61.6K+ 8.1% |
$10.3M - $12.2M
|
822K
$188M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
60.5KNew |
$10.1M - $12M
|
60.5K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
60.3K+ 65.57% |
$10.1M - $11.9M
|
152K
$34.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
57.8K+ 4.85% |
$9.65M - $11.5M
|
1.25M
$286M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
57.4KNew |
$9.57M - $11.4M
|
57.4K
$13.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
56.9K+ 2.88% |
$9.5M - $11.3M
|
2.03M
$465M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
56.8K+ 13.8% |
$9.48M - $11.2M
|
468K
$107M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56.7KNew |
$9.46M - $11.2M
|
56.7K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
55.8K+ 23.91% |
$9.31M - $11M
|
289K
$66.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
55.7K+ 1995.49% |
$9.29M - $11M
|
58.5K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
55.1K+ 261.16% |
$9.19M - $10.9M
|
76.2K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54.7K+ 1.63% |
$9.13M - $10.8M
|
3.41M
$780M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
BUY
|
- |
54.6KNew |
$9.11M - $10.8M
|
54.6K
$12.5M
|
|
|
Sep 20, 2024
Q4 2023
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
54.6KNew |
$9.11M - $10.8M
|
54.6K
$12.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
54.2K+ 118.14% |
$9.04M - $10.7M
|
100K
$22.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
54.1K+ 39.61% |
$9.03M - $10.7M
|
191K
$43.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
53.6K+ 7.28% |
$8.94M - $10.6M
|
789K
$181M
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
53.5K+ 1.56% |
$8.94M - $10.6M
|
3.48M
$798M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
53.4KNew |
$8.92M - $10.6M
|
53.4K
$12.2M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
53.3KNew |
$8.9M - $10.6M
|
53.3K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
53.3K+ 0.59% |
$8.89M - $10.6M
|
9.03M
$2.07B
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
53.2K+ 0.58% |
$8.87M - $10.5M
|
9.25M
$2.12B
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
52.9K+ 166.7% |
$8.83M - $10.5M
|
84.7K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
52.1K+ 8.48% |
$8.7M - $10.3M
|
667K
$153M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
52KNew |
$8.68M - $10.3M
|
52K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
52K+ 10.43% |
$8.68M - $10.3M
|
551K
$126M
|