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 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.16K+ 4.8% |
$360K - $428K
|
47.1K
$11.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.15K+ 27.46% |
$359K - $427K
|
10K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.15K+ 12.49% |
$359K - $427K
|
19.4K
$4.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.15K+ 4.63% |
$359K - $426K
|
48.6K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.14K+ 49.15% |
$358K - $425K
|
6.51K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.14K+ 7.64% |
$357K - $424K
|
30.2K
$7.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.14K+ 1.8% |
$356K - $423K
|
121K
$29.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2.12KNew |
$354K - $420K
|
2.12K
$521K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.12K+ 0.44% |
$353K - $420K
|
483K
$119M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
2.12K+ 3.54% |
$353K - $419K
|
62K
$15.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
2.11K+ 111.85% |
$353K - $419K
|
4K
$983K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.11K+ 6.26% |
$353K - $419K
|
35.8K
$8.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.11K+ 0.48% |
$352K - $418K
|
440K
$108M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.1K+ 1.47% |
$350K - $416K
|
145K
$35.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.1K+ 15.24% |
$350K - $415K
|
15.9K
$3.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
2.08K+ 14.18% |
$347K - $412K
|
16.7K
$4.11M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.08K+ 15.65% |
$346K - $411K
|
15.3K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.07KNew |
$345K - $410K
|
2.07K
$508K
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
2.06K+ 17.74% |
$344K - $409K
|
13.7K
$3.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
2.06K+ 3.07% |
$343K - $407K
|
69K
$16.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.04K+ 3.62% |
$341K - $405K
|
58.6K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.03K+ 5.04% |
$338K - $402K
|
42.2K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.02KNew |
$338K - $401K
|
2.02K
$497K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.02K+ 0.76% |
$337K - $400K
|
269K
$65.9M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2K+ 6.04% |
$334K - $397K
|
35.2K
$8.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
2K+ 9.18% |
$333K - $395K
|
23.7K
$5.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
1.99K+ 68.48% |
$333K - $395K
|
4.91K
$1.2M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.99KNew |
$332K - $394K
|
1.99K
$488K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.99K+ 9.47% |
$332K - $394K
|
23K
$5.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.99K+ 1.86% |
$331K - $393K
|
109K
$26.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.98K+ 1.87% |
$331K - $393K
|
108K
$26.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.98KNew |
$330K - $392K
|
1.98K
$486K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.98K+ 2.14% |
$330K - $392K
|
94.6K
$23.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.98K+ 24.91% |
$330K - $392K
|
9.92K
$2.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
1.98KNew |
$330K - $392K
|
1.98K
$486K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.98KNew |
$330K - $391K
|
1.98K
$485K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.97K+ 22.76% |
$329K - $391K
|
10.6K
$2.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
1.97K+ 1.38% |
$329K - $390K
|
145K
$35.6M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.96K+ 1.06% |
$327K - $389K
|
187K
$46M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.96K+ 1.29% |
$327K - $388K
|
153K
$37.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.95K+ 3.07% |
$325K - $386K
|
65.4K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.94KNew |
$323K - $384K
|
1.94K
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.93K+ 4.48% |
$321K - $382K
|
44.9K
$11M
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
1.9K+ 3.24% |
$317K - $376K
|
60.6K
$14.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.88K+ 4.86% |
$314K - $372K
|
40.5K
$9.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.87K+ 3.3% |
$312K - $370K
|
58.5K
$14.4M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
1.86K+ 38.75% |
$311K - $369K
|
6.67K
$1.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.86K+ 10.45% |
$310K - $368K
|
19.6K
$4.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
1.86KNew |
$310K - $368K
|
1.86K
$456K
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.86KNew |
$310K - $367K
|
1.86K
$455K
|