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 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
BUY
|
- |
15.2K+ 16.38% |
$2.54M - $3.01M
|
108K
$26.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
15.1K+ 160.73% |
$2.53M - $3M
|
24.5K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
15K+ 43.66% |
$2.5M - $2.97M
|
49.4K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
14.9KNew |
$2.48M - $2.95M
|
14.9K
$3.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
14.9K+ 3.04% |
$2.48M - $2.95M
|
505K
$124M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
14.8KNew |
$2.47M - $2.93M
|
14.8K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
14.7KNew |
$2.46M - $2.92M
|
14.7K
$3.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
14.7K+ 21.56% |
$2.45M - $2.91M
|
82.8K
$20.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.5K+ 3.4% |
$2.42M - $2.87M
|
441K
$108M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
14.5KNew |
$2.42M - $2.87M
|
14.5K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
14.5K+ 449.27% |
$2.42M - $2.87M
|
17.7K
$4.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.5K+ 1.25% |
$2.42M - $2.87M
|
1.17M
$288M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
14.5KNew |
$2.42M - $2.87M
|
14.5K
$3.56M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
14.5KNew |
$2.42M - $2.87M
|
14.5K
$3.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
14.4KNew |
$2.4M - $2.85M
|
14.4K
$3.53M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
14.4KNew |
$2.4M - $2.85M
|
14.4K
$3.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
14.2K+ 19.78% |
$2.37M - $2.82M
|
86.2K
$21.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14.2KNew |
$2.37M - $2.81M
|
14.2K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.2KNew |
$2.37M - $2.81M
|
14.2K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
14.2K+ 13.04% |
$2.37M - $2.81M
|
123K
$30.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14.2K+ 6.34% |
$2.37M - $2.81M
|
238K
$58.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
14.1K+ 90.58% |
$2.36M - $2.8M
|
29.7K
$7.3M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
BUY
|
- |
14.1K+ 19.35% |
$2.36M - $2.8M
|
87.1K
$21.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14.1KNew |
$2.36M - $2.8M
|
14.1K
$3.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
14.1K+ 18.4% |
$2.35M - $2.8M
|
90.8K
$22.3M
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
13.9KNew |
$2.32M - $2.75M
|
13.9K
$3.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
13.9KNew |
$2.31M - $2.75M
|
13.9K
$3.41M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
13.8K+ 25.79% |
$2.31M - $2.74M
|
67.4K
$16.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13.8KNew |
$2.3M - $2.73M
|
13.8K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
13.7K+ 8.71% |
$2.28M - $2.71M
|
171K
$41.9M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
13.7KNew |
$2.28M - $2.71M
|
13.7K
$3.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
13.7KNew |
$2.28M - $2.71M
|
13.7K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
13.6KNew |
$2.27M - $2.69M
|
13.6K
$3.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
13.4K+ 35.3% |
$2.24M - $2.66M
|
51.5K
$12.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
13.3K+ 1.83% |
$2.23M - $2.64M
|
741K
$182M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
13.3K+ 3.09% |
$2.22M - $2.64M
|
444K
$109M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
13.3KNew |
$2.22M - $2.63M
|
13.3K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
13.3K+ 88.48% |
$2.21M - $2.63M
|
28.3K
$6.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
13.1KNew |
$2.19M - $2.6M
|
13.1K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
13.1KNew |
$2.19M - $2.6M
|
13.1K
$3.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
13K+ 2.84% |
$2.18M - $2.58M
|
472K
$116M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
13K+ 123.01% |
$2.16M - $2.57M
|
23.5K
$5.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
12.9K+ 84.98% |
$2.16M - $2.56M
|
28.2K
$6.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
12.9K+ 3.98% |
$2.16M - $2.56M
|
338K
$83M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
12.8K+ 51.69% |
$2.14M - $2.54M
|
37.7K
$9.25M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
12.8KNew |
$2.14M - $2.54M
|
12.8K
$3.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
12.8K+ 7.75% |
$2.14M - $2.54M
|
178K
$43.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
12.8KNew |
$2.13M - $2.53M
|
12.8K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
12.7KNew |
$2.12M - $2.52M
|
12.7K
$3.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
12.6K+ 21.08% |
$2.11M - $2.51M
|
72.6K
$17.8M
|