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 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
BUY
|
- |
815+ 4.58% |
$136K - $161K
|
18.6K
$4.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
810+ 19.22% |
$135K - $160K
|
5.03K
$1.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
807+ 11.96% |
$135K - $160K
|
7.56K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
805+ 6.5% |
$134K - $159K
|
13.2K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
805+ 0.94% |
$134K - $159K
|
86.5K
$21.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
804+ 19.59% |
$134K - $159K
|
4.91K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
803+ 2.58% |
$134K - $159K
|
31.9K
$7.84M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
798+ 0.11% |
$133K - $158K
|
706K
$173M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
798+ 1.39% |
$133K - $158K
|
58.2K
$14.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
797+ 1.01% |
$133K - $158K
|
79.5K
$19.5M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
796+ 1.57% |
$133K - $158K
|
51.5K
$12.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
790+ 4.34% |
$132K - $157K
|
19K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
787+ 2.05% |
$131K - $156K
|
39.3K
$9.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
786+ 3.11% |
$131K - $156K
|
26K
$6.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
785+ 16.83% |
$131K - $156K
|
5.45K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
784+ 4.39% |
$131K - $155K
|
18.6K
$4.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
782+ 0.65% |
$131K - $155K
|
122K
$29.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
778+ 6.35% |
$130K - $154K
|
13K
$3.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
776+ 2.3% |
$130K - $154K
|
34.5K
$8.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
776+ 7.29% |
$130K - $154K
|
11.4K
$2.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
BUY
|
- |
771+ 0.51% |
$129K - $153K
|
152K
$37.3M
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
764+ 38.7% |
$128K - $151K
|
2.74K
$672K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
764+ 1.63% |
$128K - $151K
|
47.7K
$11.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
764+ 10.34% |
$128K - $151K
|
8.15K
$2M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
764+ 3.2% |
$128K - $151K
|
24.6K
$6.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
763+ 6.77% |
$127K - $151K
|
12K
$2.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
762+ 2.85% |
$127K - $151K
|
27.5K
$6.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
761+ 0.32% |
$127K - $151K
|
241K
$59.2M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
759+ 15.62% |
$127K - $150K
|
5.62K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
757+ 1.63% |
$126K - $150K
|
47.2K
$11.6M
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
757+ 6.78% |
$126K - $150K
|
11.9K
$2.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
BUY
|
- |
755+ 3.86% |
$126K - $150K
|
20.3K
$4.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
752+ 1.93% |
$126K - $149K
|
39.8K
$9.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
749+ 10.29% |
$125K - $148K
|
8.03K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
748+ 0.39% |
$125K - $148K
|
193K
$47.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
742+ 4.67% |
$124K - $147K
|
16.6K
$4.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
742+ 1.24% |
$124K - $147K
|
60.5K
$14.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
741+ 12.55% |
$124K - $147K
|
6.64K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
738+ 0.87% |
$123K - $146K
|
85.2K
$20.9M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
738+ 1.37% |
$123K - $146K
|
54.7K
$13.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
734+ 1.44% |
$122K - $145K
|
51.8K
$12.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
733+ 5.12% |
$122K - $145K
|
15.1K
$3.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
727+ 0.36% |
$121K - $144K
|
200K
$49.1M
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
726+ 36.63% |
$121K - $144K
|
2.71K
$665K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
721+ 0.37% |
$120K - $143K
|
194K
$47.7M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
715+ 3.42% |
$119K - $142K
|
21.6K
$5.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
706+ 3.03% |
$118K - $140K
|
24K
$5.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
704+ 6.43% |
$117K - $139K
|
11.7K
$2.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
700+ 6.55% |
$117K - $139K
|
11.4K
$2.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
696+ 3.46% |
$116K - $138K
|
20.8K
$5.11M
|