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 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
51.7KNew |
$8.63M - $10.2M
|
51.7K
$11.9M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
51.4KNew |
$8.58M - $10.2M
|
51.4K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
51.4KNew |
$8.58M - $10.2M
|
51.4K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
51.3K+ 273.21% |
$8.56M - $10.2M
|
70K
$16.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
50.7KNew |
$8.45M - $10M
|
50.7K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
50.6K+ 2.03% |
$8.45M - $10M
|
2.54M
$584M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
50.6K+ 131.34% |
$8.44M - $10M
|
89.1K
$20.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
50.5K+ 19.87% |
$8.44M - $10M
|
305K
$70.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
50.3KNew |
$8.39M - $9.96M
|
50.3K
$11.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
50.1K+ 19.81% |
$8.36M - $9.92M
|
303K
$69.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
50KNew |
$8.34M - $9.91M
|
50K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
49.8K+ 11.93% |
$8.32M - $9.87M
|
468K
$108M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
49.6KNew |
$8.28M - $9.83M
|
49.6K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
49.6K+ 126.36% |
$8.28M - $9.83M
|
88.9K
$20.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
49.5KNew |
$8.26M - $9.81M
|
49.5K
$11.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
49K+ 10.6% |
$8.18M - $9.71M
|
511K
$118M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
49K+ 10.28% |
$8.18M - $9.71M
|
526K
$121M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
48.9KNew |
$8.16M - $9.69M
|
48.9K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
48.9K+ 305.49% |
$8.16M - $9.68M
|
64.9K
$14.9M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
48.7K+ 0.13% |
$8.13M - $9.65M
|
38.6M
$8.88B
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
48.5K+ 16.34% |
$8.09M - $9.6M
|
345K
$79.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
48.4K+ 3.67% |
$8.07M - $9.58M
|
1.36M
$314M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
47.8KNew |
$7.98M - $9.48M
|
47.8K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
46.9K+ 2724.4% |
$7.82M - $9.29M
|
48.6K
$11.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
46.6KNew |
$7.78M - $9.24M
|
46.6K
$10.7M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
46.6KNew |
$7.78M - $9.23M
|
46.6K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
46.5KNew |
$7.75M - $9.2M
|
46.5K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
45.7KNew |
$7.62M - $9.04M
|
45.7K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
45.6K+ 257.01% |
$7.6M - $9.03M
|
63.3K
$14.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
45.2K+ 67.39% |
$7.54M - $8.95M
|
112K
$25.8M
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
45KNew |
$7.51M - $8.91M
|
45K
$10.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
44.3KNew |
$7.4M - $8.78M
|
44.3K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
44.3K+ 8.86% |
$7.39M - $8.77M
|
544K
$125M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
44.1KNew |
$7.36M - $8.74M
|
44.1K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
44.1K+ 21.19% |
$7.35M - $8.73M
|
252K
$57.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
44KNew |
$7.35M - $8.72M
|
44K
$10.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43.9K+ 10.36% |
$7.33M - $8.7M
|
468K
$107M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
43.9K+ 15.36% |
$7.32M - $8.69M
|
329K
$75.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
43.5K+ 132.65% |
$7.26M - $8.61M
|
76.2K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
43.1KNew |
$7.19M - $8.53M
|
43.1K
$9.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
42.6KNew |
$7.11M - $8.44M
|
42.6K
$9.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
42.4KNew |
$7.08M - $8.41M
|
42.4K
$9.76M
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
42.2K+ 95.74% |
$7.05M - $8.37M
|
86.3K
$19.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
42.2K+ 40.15% |
$7.04M - $8.35M
|
147K
$33.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
41.8K+ 265.31% |
$6.98M - $8.29M
|
57.6K
$13.2M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
41.8K+ 265.31% |
$6.98M - $8.29M
|
57.6K
$13.2M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
41.4KNew |
$6.91M - $8.2M
|
41.4K
$9.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
41.4K+ 28.38% |
$6.91M - $8.2M
|
187K
$43M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41.1KNew |
$6.86M - $8.14M
|
41.1K
$9.45M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
41K+ 58632.86% |
$6.85M - $8.13M
|
41.1K
$9.45M
|