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 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
3.84K+ 2.78% |
$640K - $760K
|
142K
$34.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.79K+ 3.86% |
$633K - $751K
|
102K
$25.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.79K+ 22.42% |
$633K - $751K
|
20.7K
$5.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
3.79K+ 3.18% |
$632K - $750K
|
123K
$30.1M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3.79KNew |
$632K - $750K
|
3.79K
$930K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.78K+ 5.52% |
$631K - $748K
|
72.3K
$17.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.78K+ 6.07% |
$631K - $748K
|
66K
$16.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.77K+ 4.31% |
$630K - $747K
|
91.4K
$22.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.75K+ 3.35% |
$627K - $744K
|
116K
$28.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3.75K+ 3.03% |
$626K - $743K
|
128K
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
3.75K+ 4.16% |
$626K - $743K
|
94K
$23.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
3.72K+ 1.62% |
$621K - $738K
|
233K
$57.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
3.72K+ 4.44% |
$620K - $736K
|
87.4K
$21.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
3.71K+ 6.81% |
$618K - $734K
|
58.1K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.68K+ 7.96% |
$614K - $729K
|
49.9K
$12.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.67K+ 3.67% |
$613K - $728K
|
104K
$25.5M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
3.67KNew |
$612K - $727K
|
3.67K
$901K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
3.64K+ 2.93% |
$608K - $722K
|
128K
$31.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
3.63KNew |
$606K - $720K
|
3.63K
$892K
|
|
|
Jan 17, 2024
Q4 2023
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
3.62KNew |
$605K - $718K
|
3.62K
$890K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
3.62K+ 1.81% |
$605K - $718K
|
204K
$50.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
3.6K+ 25.74% |
$601K - $714K
|
17.6K
$4.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 2.16% |
$596K - $707K
|
169K
$41.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
3.56K+ 1.04% |
$594K - $705K
|
347K
$85.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3.55KNew |
$593K - $703K
|
3.55K
$872K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.55K+ 2.98% |
$592K - $703K
|
122K
$30.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.53K+ 2.52% |
$590K - $700K
|
144K
$35.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.51K+ 140.22% |
$586K - $696K
|
6.02K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.46K+ 5.52% |
$577K - $685K
|
66.1K
$16.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
3.43K+ 4.42% |
$572K - $680K
|
81.1K
$19.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.43K+ 1.81% |
$572K - $679K
|
193K
$47.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.41K+ 48.08% |
$569K - $676K
|
10.5K
$2.58M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
3.39KNew |
$566K - $672K
|
3.39K
$833K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.37K+ 0.19% |
$562K - $667K
|
1.81M
$444M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.37K+ 2.0% |
$562K - $667K
|
172K
$42.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.37K+ 2.18% |
$562K - $667K
|
158K
$38.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
3.36K+ 1.88% |
$561K - $666K
|
183K
$44.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.35K+ 7.22% |
$560K - $664K
|
49.8K
$12.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
3.33K+ 9.64% |
$556K - $660K
|
37.9K
$9.31M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.32K+ 0.84% |
$554K - $658K
|
400K
$98.1M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.32K+ 48.52% |
$554K - $658K
|
10.2K
$2.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
3.32K+ 1.69% |
$554K - $657K
|
200K
$49.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3.31KNew |
$552K - $656K
|
3.31K
$813K
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3.31KNew |
$552K - $655K
|
3.31K
$812K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.3KNew |
$551K - $654K
|
3.3K
$811K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.3K+ 29.78% |
$551K - $654K
|
14.4K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3.3K+ 39.75% |
$551K - $654K
|
11.6K
$2.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
3.28K+ 0.81% |
$548K - $651K
|
410K
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.28K+ 3.75% |
$547K - $650K
|
90.6K
$22.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.28K+ 25.29% |
$547K - $649K
|
16.2K
$3.99M
|