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 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.21K+ 8.98% |
$202K - $240K
|
14.7K
$3.61M
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.21K+ 8.98% |
$202K - $240K
|
14.7K
$3.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.21KNew |
$201K - $239K
|
1.21K
$296K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.2K+ 4.05% |
$201K - $238K
|
30.9K
$7.59M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.2K+ 4.57% |
$200K - $238K
|
27.5K
$6.75M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
1.2K+ 4.06% |
$200K - $238K
|
30.8K
$7.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.2K+ 0.84% |
$200K - $237K
|
143K
$35.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.19K+ 4.91% |
$199K - $236K
|
25.5K
$6.26M
|
|
|
Feb 01, 2024
Q4 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
1.19K+ 5.91% |
$199K - $236K
|
21.4K
$5.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.19KNew |
$199K - $236K
|
1.19K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
BUY
|
- |
1.19KNew |
$198K - $235K
|
1.19K
$292K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.18K+ 4.83% |
$197K - $234K
|
25.6K
$6.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.18KNew |
$197K - $234K
|
1.18K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
1.18KNew |
$197K - $234K
|
1.18K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.18K+ 13.71% |
$197K - $233K
|
9.77K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.17K+ 3.69% |
$196K - $233K
|
33K
$8.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.17K+ 8.52% |
$195K - $231K
|
14.9K
$3.65M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
1.17K+ 10.83% |
$195K - $231K
|
11.9K
$2.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.17K+ 1.79% |
$195K - $231K
|
66.3K
$16.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
1.17K+ 16.54% |
$194K - $231K
|
8.21K
$2.02M
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
1.17KNew |
$194K - $231K
|
1.17K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.16K+ 12.91% |
$193K - $229K
|
10.1K
$2.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.16K+ 0.45% |
$193K - $229K
|
261K
$64.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.16K+ 4.29% |
$193K - $229K
|
28.1K
$6.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 86.52% |
$193K - $229K
|
2.49K
$611K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.15K+ 5.8% |
$192K - $228K
|
21K
$5.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.15K+ 8.39% |
$192K - $227K
|
14.8K
$3.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
1.14K+ 20.52% |
$191K - $227K
|
6.72K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.14K+ 5.12% |
$191K - $227K
|
23.5K
$5.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.14K+ 0.54% |
$190K - $226K
|
212K
$52.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.14K+ 0.64% |
$190K - $225K
|
178K
$43.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.14K+ 9.29% |
$190K - $225K
|
13.4K
$3.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
1.13K+ 0.74% |
$188K - $224K
|
153K
$37.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.13K+ 3.13% |
$188K - $223K
|
37.2K
$9.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
1.13KNew |
$188K - $223K
|
1.13K
$277K
|
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
1.13K+ 7.96% |
$188K - $223K
|
15.3K
$3.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.13K+ 0.7% |
$188K - $223K
|
163K
$40M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
1.12K+ 0.37% |
$187K - $222K
|
305K
$74.9M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.12K+ 2.8% |
$187K - $222K
|
41.1K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
1.12K+ 13.72% |
$187K - $222K
|
9.27K
$2.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.11K+ 2.19% |
$186K - $221K
|
52K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.11KNew |
$185K - $220K
|
1.11K
$272K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.11K+ 25.1% |
$185K - $220K
|
5.53K
$1.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.11K+ 1.83% |
$185K - $220K
|
61.5K
$15.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.11K+ 2.77% |
$185K - $219K
|
41.1K
$10.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.11K+ 0.03% |
$185K - $219K
|
4.09M
$1.01B
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
BUY
|
- |
1.1KNew |
$184K - $219K
|
1.1K
$271K
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
1.1K+ 5.75% |
$184K - $218K
|
20.3K
$4.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
1.1KNew |
$184K - $218K
|
1.1K
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
1.1KNew |
$184K - $218K
|
1.1K
$270K
|