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 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
32.8KNew |
$5.47M - $6.49M
|
32.8K
$7.5M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
32.4KNew |
$5.41M - $6.42M
|
32.4K
$7.42M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
32.1K+ 43.79% |
$5.36M - $6.36M
|
105K
$24.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.1K+ 1.67% |
$5.36M - $6.36M
|
1.96M
$448M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
32.1KNew |
$5.35M - $6.36M
|
32.1K
$7.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
32.1KNew |
$5.35M - $6.35M
|
32.1K
$7.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
32.1K+ 15.77% |
$5.35M - $6.35M
|
235K
$53.9M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
31.8KNew |
$5.31M - $6.3M
|
31.8K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
31.8KNew |
$5.31M - $6.3M
|
31.8K
$7.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
31.6KNew |
$5.27M - $6.26M
|
31.6K
$7.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
31.5K+ 33.59% |
$5.26M - $6.25M
|
125K
$28.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
31.4K+ 100.85% |
$5.24M - $6.22M
|
62.6K
$14.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
31.3K+ 2.13% |
$5.22M - $6.19M
|
1.5M
$343M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
30.9KNew |
$5.15M - $6.12M
|
30.9K
$7.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
30.6KNew |
$5.11M - $6.06M
|
30.6K
$7.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
30.5K+ 4.56% |
$5.1M - $6.05M
|
700K
$160M
|
|
|
Feb 09, 2024
Q4 2023
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
30KNew |
$5.01M - $5.94M
|
30K
$6.87M
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
30KNew |
$5.01M - $5.94M
|
30K
$6.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
29.8KNew |
$4.97M - $5.9M
|
29.8K
$6.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
29.8KNew |
$4.97M - $5.9M
|
29.8K
$6.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
29.7K+ 32.84% |
$4.96M - $5.89M
|
120K
$27.5M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
29.6KNew |
$4.94M - $5.86M
|
29.6K
$6.78M
|
|
|
Feb 22, 2024
Q4 2023
|
Landmark Wealth Management, Inc.
Normal, IL |
BUY
|
- |
29.6KNew |
$4.94M - $5.86M
|
29.6K
$6.77M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
29.6KNew |
$4.93M - $5.86M
|
29.6K
$6.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
29.5K+ 3.15% |
$4.92M - $5.84M
|
966K
$221M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.5K+ 65.85% |
$4.92M - $5.84M
|
74.2K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
29.4K+ 14.96% |
$4.91M - $5.83M
|
226K
$51.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
29.1KNew |
$4.86M - $5.76M
|
29.1K
$6.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
29K+ 43.83% |
$4.84M - $5.75M
|
95.2K
$21.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
28.6KNew |
$4.77M - $5.66M
|
28.6K
$6.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
28.5KNew |
$4.76M - $5.65M
|
28.5K
$6.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
28.1K+ 5.92% |
$4.69M - $5.57M
|
503K
$115M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
28K+ 18.46% |
$4.68M - $5.55M
|
180K
$41.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
28KNew |
$4.67M - $5.54M
|
28K
$6.41M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
27.8KNew |
$4.64M - $5.51M
|
27.8K
$6.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
27.5K+ 16.65% |
$4.6M - $5.46M
|
193K
$44.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
27.4KNew |
$4.58M - $5.44M
|
27.4K
$6.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
27K+ 79.33% |
$4.5M - $5.35M
|
61K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
27K+ 16.31% |
$4.5M - $5.34M
|
192K
$44M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.5K+ 0.3% |
$4.43M - $5.26M
|
8.95M
$2.05B
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
26.5KNew |
$4.42M - $5.25M
|
26.5K
$6.07M
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
26.4KNew |
$4.4M - $5.23M
|
26.4K
$6.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26K+ 5.15% |
$4.34M - $5.16M
|
531K
$122M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
26KNew |
$4.34M - $5.15M
|
26K
$5.96M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
25.9KNew |
$4.33M - $5.14M
|
25.9K
$5.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
25.9KNew |
$4.32M - $5.12M
|
25.9K
$5.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
25.8K+ 37.18% |
$4.31M - $5.12M
|
95.3K
$21.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
25.8K+ 9.58% |
$4.3M - $5.1M
|
295K
$67.4M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
25.6KNew |
$4.28M - $5.08M
|
25.6K
$5.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
25.5K+ 18.44% |
$4.25M - $5.05M
|
164K
$37.5M
|