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
|
Citizens Financial Group Inc
|
BUY
|
- |
40.5K+ 8.47% |
$6.75M - $8.02M
|
518K
$119M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
40.3K+ 11.45% |
$6.72M - $7.98M
|
392K
$90.2M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
39.8K+ 1.71% |
$6.65M - $7.89M
|
2.37M
$545M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
39.8K+ 112.67% |
$6.65M - $7.89M
|
75.2K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
39.6KNew |
$6.6M - $7.84M
|
39.6K
$9.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
39.5K+ 22.34% |
$6.6M - $7.83M
|
216K
$49.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
39.4KNew |
$6.57M - $7.8M
|
39.4K
$9.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Comgest Global Investors S.A.S.
|
BUY
|
- |
39.3K+ 12.43% |
$6.57M - $7.79M
|
356K
$81.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
38.7K+ 4.07% |
$6.46M - $7.67M
|
988K
$227M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
38.7KNew |
$6.45M - $7.66M
|
38.7K
$8.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
38.7KNew |
$6.45M - $7.66M
|
38.7K
$8.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
38.6K+ 5.51% |
$6.45M - $7.65M
|
740K
$170M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
38.4K+ 7.43% |
$6.41M - $7.61M
|
556K
$128M
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
38.4KNew |
$6.4M - $7.6M
|
38.4K
$8.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
38.3KNew |
$6.39M - $7.58M
|
38.3K
$8.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
38.2K+ 15.77% |
$6.38M - $7.57M
|
281K
$64.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38.2K+ 4.02% |
$6.38M - $7.57M
|
988K
$227M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
38.1K+ 9.6% |
$6.37M - $7.56M
|
436K
$100M
|
|
|
Feb 08, 2024
Q4 2023
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
37.9KNew |
$6.32M - $7.51M
|
37.9K
$8.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
37.6K+ 27.35% |
$6.28M - $7.45M
|
175K
$40.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.6K+ 6.79% |
$6.28M - $7.45M
|
591K
$136M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
37.6KNew |
$6.27M - $7.44M
|
37.6K
$8.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
37.5KNew |
$6.26M - $7.43M
|
37.5K
$8.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
37.3K+ 29.37% |
$6.22M - $7.38M
|
164K
$37.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
37.1KNew |
$6.18M - $7.34M
|
37.1K
$8.52M
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
36.9KNew |
$6.17M - $7.32M
|
36.9K
$8.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
36.9KNew |
$6.16M - $7.31M
|
36.9K
$8.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
36.7K+ 3.74% |
$6.13M - $7.27M
|
1.02M
$234M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
36.7KNew |
$6.12M - $7.27M
|
36.7K
$8.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
36.5KNew |
$6.09M - $7.23M
|
36.5K
$8.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
36.4K+ 89.59% |
$6.07M - $7.21M
|
77K
$17.7M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
36.2KNew |
$6.05M - $7.18M
|
36.2K
$8.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
36.2K+ 62.93% |
$6.03M - $7.16M
|
93.6K
$21.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
35.6KNew |
$5.95M - $7.06M
|
35.6K
$8.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
35.6K+ 14.76% |
$5.94M - $7.05M
|
277K
$63.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
35.3K+ 35.75% |
$5.9M - $7M
|
134K
$30.8M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
34.5KNew |
$5.76M - $6.84M
|
34.5K
$7.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
BUY
|
- |
34.5KNew |
$5.75M - $6.83M
|
34.5K
$7.92M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
34.4KNew |
$5.74M - $6.82M
|
34.4K
$7.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
34.4KNew |
$5.74M - $6.82M
|
34.4K
$7.91M
|
|
|
Mar 01, 2024
Q4 2023
|
Shorepath Capital Management LLC
Evanston, IL |
BUY
|
- |
34.3KNew |
$5.73M - $6.8M
|
34.3K
$7.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
34.2KNew |
$5.71M - $6.78M
|
34.2K
$7.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
34.2KNew |
$5.71M - $6.78M
|
34.2K
$7.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
34.2KNew |
$5.7M - $6.77M
|
34.2K
$7.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33.7K+ 8.41% |
$5.63M - $6.69M
|
435K
$100M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
33.6KNew |
$5.61M - $6.66M
|
33.6K
$7.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Cowen And Company, LLC
|
BUY
|
- |
33.5KNew |
$5.59M - $6.64M
|
33.5K
$7.7M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
33.3KNew |
$5.55M - $6.59M
|
33.3K
$7.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
32.9K+ 24.42% |
$5.49M - $6.52M
|
168K
$38.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
32.9KNew |
$5.49M - $6.52M
|
32.9K
$7.56M
|