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 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
18KNew |
$3M - $3.56M
|
18K
$4.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
18KNew |
$3M - $3.56M
|
18K
$4.41M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
17.9KNew |
$3M - $3.56M
|
17.9K
$4.41M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
17.9KNew |
$2.99M - $3.55M
|
17.9K
$4.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
17.9K+ 18.64% |
$2.98M - $3.54M
|
114K
$28M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
17.9K+ 11.26% |
$2.98M - $3.54M
|
177K
$43.4M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17.8KNew |
$2.97M - $3.52M
|
17.8K
$4.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17.7K+ 4.07% |
$2.96M - $3.51M
|
454K
$111M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
17.6KNew |
$2.94M - $3.5M
|
17.6K
$4.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
17.5KNew |
$2.93M - $3.47M
|
17.5K
$4.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
17.5K+ 11.48% |
$2.92M - $3.46M
|
170K
$41.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
17.5K+ 10.43% |
$2.91M - $3.46M
|
185K
$45.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
17.4KNew |
$2.91M - $3.45M
|
17.4K
$4.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
17.4K+ 22.76% |
$2.9M - $3.44M
|
93.6K
$23M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
17.4KNew |
$2.9M - $3.44M
|
17.4K
$4.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
17.4K+ 20.52% |
$2.9M - $3.44M
|
102K
$25M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
17.3K+ 7.36% |
$2.89M - $3.43M
|
253K
$62.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
17.2K+ 2.91% |
$2.88M - $3.42M
|
611K
$150M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
17.2KNew |
$2.87M - $3.41M
|
17.2K
$4.22M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
17.1KNew |
$2.86M - $3.39M
|
17.1K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
17.1K+ 42.02% |
$2.85M - $3.39M
|
57.8K
$14.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
17.1K+ 14.74% |
$2.85M - $3.38M
|
133K
$32.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
16.8K+ 129.76% |
$2.81M - $3.33M
|
29.8K
$7.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
16.8K+ 2.8% |
$2.81M - $3.33M
|
617K
$151M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
16.6K+ 0.4% |
$2.78M - $3.29M
|
4.2M
$1.03B
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.6K+ 2.68% |
$2.78M - $3.29M
|
636K
$156M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
16.4KNew |
$2.74M - $3.25M
|
16.4K
$4.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
16.4K+ 71.47% |
$2.73M - $3.24M
|
39.3K
$9.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
16.3K+ 3.82% |
$2.73M - $3.24M
|
444K
$109M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.3K+ 0.77% |
$2.71M - $3.22M
|
2.14M
$525M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
16.2K+ 3.47% |
$2.71M - $3.22M
|
484K
$119M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
16.2K+ 15.02% |
$2.7M - $3.21M
|
124K
$30.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
16.2KNew |
$2.7M - $3.2M
|
16.2K
$3.97M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
16KNew |
$2.68M - $3.18M
|
16K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
15.9K+ 0.88% |
$2.65M - $3.15M
|
1.83M
$448M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15.9K+ 23.46% |
$2.65M - $3.15M
|
83.6K
$20.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
15.8K+ 109.48% |
$2.63M - $3.12M
|
30.2K
$7.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
15.8K+ 61.82% |
$2.63M - $3.12M
|
41.3K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
BUY
|
- |
15.7K+ 149.87% |
$2.63M - $3.12M
|
26.2K
$6.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
15.7K+ 21.07% |
$2.63M - $3.12M
|
90.4K
$22.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
15.7KNew |
$2.62M - $3.11M
|
15.7K
$3.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
15.7KNew |
$2.62M - $3.11M
|
15.7K
$3.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.7KNew |
$2.62M - $3.1M
|
15.7K
$3.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
15.7KNew |
$2.62M - $3.1M
|
15.7K
$3.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
15.7K+ 84.63% |
$2.61M - $3.1M
|
34.1K
$8.39M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
15.6KNew |
$2.61M - $3.1M
|
15.6K
$3.84M
|
|
|
Apr 10, 2024
Q4 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
15.6KNew |
$2.6M - $3.09M
|
15.6K
$3.83M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
15.6KNew |
$2.6M - $3.08M
|
15.6K
$3.82M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
15.5K+ 187.47% |
$2.59M - $3.08M
|
23.8K
$5.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
15.4K+ 29.21% |
$2.56M - $3.04M
|
67.9K
$16.7M
|