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 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
10.5K+ 265.37% |
$1.75M - $2.08M
|
14.5K
$3.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
10.5K+ 1.0% |
$1.75M - $2.07M
|
1.05M
$259M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10.4K+ 16.12% |
$1.74M - $2.07M
|
75.1K
$18.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
10.4K+ 8.43% |
$1.74M - $2.06M
|
134K
$32.9M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
10.4K+ 190.43% |
$1.74M - $2.06M
|
15.9K
$3.9M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
10.4K+ 86.43% |
$1.74M - $2.06M
|
22.4K
$5.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
10.4KNew |
$1.74M - $2.06M
|
10.4K
$2.55M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10.4K+ 25.59% |
$1.74M - $2.06M
|
51.1K
$12.5M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
10.4K+ 12.04% |
$1.73M - $2.06M
|
96.8K
$23.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10.3KNew |
$1.73M - $2.05M
|
10.3K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.3K+ 3.18% |
$1.73M - $2.05M
|
335K
$82.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10.3K+ 10.35% |
$1.72M - $2.05M
|
110K
$27.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
10.3KNew |
$1.72M - $2.04M
|
10.3K
$2.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
10.3KNew |
$1.72M - $2.04M
|
10.3K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
10.2KNew |
$1.71M - $2.03M
|
10.2K
$2.52M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10.2KNew |
$1.7M - $2.01M
|
10.2K
$2.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
10.2K+ 29.13% |
$1.7M - $2.01M
|
45K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.1K+ 18.93% |
$1.69M - $2.01M
|
63.6K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
10.1K+ 44.98% |
$1.69M - $2M
|
32.6K
$8M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.1K+ 1.24% |
$1.69M - $2M
|
824K
$202M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10K+ 17.22% |
$1.67M - $1.99M
|
68.2K
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
10KNew |
$1.67M - $1.98M
|
10K
$2.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
9.98K+ 18.29% |
$1.67M - $1.98M
|
64.5K
$15.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9.96K+ 3.61% |
$1.66M - $1.97M
|
286K
$70.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
9.94KNew |
$1.66M - $1.97M
|
9.94K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
9.92KNew |
$1.66M - $1.97M
|
9.92K
$2.44M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9.89K+ 19.11% |
$1.65M - $1.96M
|
61.6K
$15.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
9.88K+ 4.96% |
$1.65M - $1.96M
|
209K
$51.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.83K+ 5.02% |
$1.64M - $1.95M
|
205K
$50.4M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
9.8K+ 6.7% |
$1.63M - $1.94M
|
156K
$38.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
9.76K+ 2.41% |
$1.63M - $1.93M
|
415K
$102M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
9.68K+ 7.54% |
$1.62M - $1.92M
|
138K
$33.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
9.59KNew |
$1.6M - $1.9M
|
9.59K
$2.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
9.57K+ 8.45% |
$1.6M - $1.9M
|
123K
$30.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
9.56K+ 13.07% |
$1.6M - $1.89M
|
82.7K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.49K+ 38.22% |
$1.58M - $1.88M
|
34.3K
$8.43M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9.48K+ 18.63% |
$1.58M - $1.88M
|
60.4K
$14.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
9.47KNew |
$1.58M - $1.88M
|
9.47K
$2.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
9.45KNew |
$1.58M - $1.87M
|
9.45K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
9.44K+ 0.99% |
$1.58M - $1.87M
|
964K
$237M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
9.43K+ 5.47% |
$1.57M - $1.87M
|
182K
$44.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
9.39K+ 1.24% |
$1.57M - $1.86M
|
766K
$188M
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
9.39KNew |
$1.57M - $1.86M
|
9.39K
$2.31M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.39KNew |
$1.57M - $1.86M
|
9.39K
$2.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
9.34KNew |
$1.56M - $1.85M
|
9.34K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
9.26KNew |
$1.54M - $1.83M
|
9.26K
$2.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.24K+ 4.97% |
$1.54M - $1.83M
|
195K
$47.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9.19K+ 10.86% |
$1.53M - $1.82M
|
93.8K
$23M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.17KNew |
$1.53M - $1.82M
|
9.17K
$2.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.15K+ 14.53% |
$1.53M - $1.81M
|
72.1K
$17.7M
|