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 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.82K+ 11.94% |
$470K - $558K
|
26.4K
$6.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.82K+ 10.63% |
$470K - $558K
|
29.3K
$7.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
BUY
|
- |
2.81K+ 3.43% |
$470K - $557K
|
84.9K
$20.8M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
2.81K+ 1.7% |
$469K - $557K
|
168K
$41.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.81K+ 3.72% |
$469K - $556K
|
78.3K
$19.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.81K+ 26.71% |
$468K - $556K
|
13.3K
$3.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.8K+ 6.18% |
$468K - $556K
|
48.2K
$11.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.8K+ 1.0% |
$468K - $556K
|
285K
$69.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
2.8K+ 5.64% |
$468K - $555K
|
52.5K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.79K+ 0.6% |
$466K - $553K
|
470K
$115M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.79K+ 12.37% |
$465K - $553K
|
25.3K
$6.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.78KNew |
$464K - $551K
|
2.78K
$683K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.78K+ 5.4% |
$463K - $550K
|
54.2K
$13.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.77K+ 1.18% |
$463K - $549K
|
237K
$58.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.76K+ 5.93% |
$461K - $548K
|
49.4K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.76K+ 2.85% |
$461K - $547K
|
99.7K
$24.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.76K+ 1.15% |
$460K - $546K
|
243K
$59.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
2.76KNew |
$460K - $546K
|
2.76K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
2.76K+ 9.78% |
$460K - $546K
|
30.9K
$7.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.75K+ 3.09% |
$460K - $546K
|
91.9K
$22.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
2.75K+ 28.05% |
$458K - $544K
|
12.5K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
2.75K+ 1.63% |
$458K - $544K
|
171K
$42.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.72K+ 1.23% |
$454K - $539K
|
224K
$55.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.72KNew |
$453K - $538K
|
2.72K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
2.7K+ 50.33% |
$451K - $535K
|
8.07K
$1.98M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.69K+ 20.27% |
$449K - $533K
|
16K
$3.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.68KNew |
$448K - $532K
|
2.68K
$659K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.68K+ 9.36% |
$447K - $531K
|
31.3K
$7.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.68K+ 0.86% |
$447K - $531K
|
314K
$77M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.68K+ 1.99% |
$446K - $530K
|
137K
$33.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
2.67K+ 27.46% |
$446K - $529K
|
12.4K
$3.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.66K+ 20.96% |
$444K - $527K
|
15.4K
$3.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.65K+ 7.98% |
$443K - $526K
|
35.9K
$8.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
2.64K+ 1.67% |
$441K - $523K
|
161K
$39.4M
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
2.63KNew |
$439K - $521K
|
2.63K
$646K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
2.63K+ 2.75% |
$438K - $520K
|
98K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.63K+ 1.79% |
$438K - $520K
|
149K
$36.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.61K+ 9.24% |
$435K - $516K
|
30.8K
$7.57M
|
|
|
May 03, 2024
Q4 2023
|
Fiat Wealth Management LLC
Wayzata, MN |
BUY
|
- |
2.61KNew |
$435K - $516K
|
2.61K
$640K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
2.59KNew |
$433K - $514K
|
2.59K
$637K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.59K+ 17.79% |
$432K - $512K
|
17.1K
$4.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
2.58K+ 2.0% |
$430K - $511K
|
132K
$32.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
2.56K+ 0.99% |
$427K - $506K
|
260K
$63.8M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.55K+ 5.77% |
$426K - $506K
|
46.8K
$11.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
2.54K+ 0.71% |
$425K - $504K
|
360K
$88.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.54K+ 2.21% |
$424K - $503K
|
117K
$28.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.53K+ 22.45% |
$423K - $502K
|
13.8K
$3.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
2.52K+ 22.73% |
$420K - $499K
|
13.6K
$3.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.51K+ 3.02% |
$419K - $498K
|
85.7K
$21.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.51K+ 8.36% |
$419K - $497K
|
32.5K
$7.99M
|