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 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.42K+ 18.81% |
$236K - $280K
|
8.94K
$2.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.41K+ 12.71% |
$236K - $280K
|
12.5K
$3.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.41K+ 0.36% |
$235K - $280K
|
390K
$95.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.4K+ 1.08% |
$234K - $278K
|
132K
$32.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
1.4K+ 3.54% |
$234K - $277K
|
40.9K
$10.1M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.39K+ 13.42% |
$233K - $276K
|
11.8K
$2.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.38K+ 3.57% |
$230K - $273K
|
40K
$9.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.38K+ 1.22% |
$230K - $273K
|
114K
$28M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
1.37K+ 1.28% |
$229K - $271K
|
109K
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.36K+ 0.63% |
$228K - $270K
|
217K
$53.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.36K+ 0.28% |
$227K - $270K
|
482K
$118M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
BUY
|
- |
1.36K+ 13.45% |
$226K - $269K
|
11.4K
$2.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 1.34% |
$226K - $268K
|
102K
$25.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.34K+ 2.13% |
$224K - $266K
|
64.5K
$15.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
1.33K+ 46.26% |
$223K - $264K
|
4.22K
$1.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.33K+ 7.54% |
$222K - $263K
|
18.9K
$4.65M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.32K+ 5.9% |
$221K - $262K
|
23.8K
$5.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.32K+ 0.53% |
$220K - $262K
|
250K
$61.4M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.32K+ 26.18% |
$220K - $261K
|
6.36K
$1.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.32K+ 1.4% |
$220K - $261K
|
95.6K
$23.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.32K+ 11.75% |
$220K - $261K
|
12.5K
$3.08M
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.32K+ 37.96% |
$220K - $261K
|
4.78K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.3K+ 2.64% |
$217K - $258K
|
50.6K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
1.3KNew |
$217K - $257K
|
1.3K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Terry Smith
Fundsmith LLP | London, X0
|
BUY
|
- |
1.3K+ 0.1% |
$217K - $257K
|
1.33M
$328M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.3K+ 1.08% |
$217K - $257K
|
122K
$29.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.29K+ 61.58% |
$215K - $256K
|
3.39K
$831K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.28K+ 3.29% |
$214K - $254K
|
40.3K
$9.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.28K+ 8.89% |
$214K - $254K
|
15.7K
$3.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.28K+ 5.0% |
$214K - $254K
|
26.9K
$6.61M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.27K+ 1.71% |
$212K - $251K
|
75.4K
$18.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.26K+ 1.09% |
$211K - $250K
|
117K
$28.7M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.26KNew |
$210K - $250K
|
1.26K
$310K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.26K+ 95.45% |
$210K - $250K
|
2.58K
$634K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.25K+ 9.41% |
$209K - $248K
|
14.6K
$3.58M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.25K+ 0.56% |
$209K - $248K
|
224K
$55.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.25KNew |
$208K - $247K
|
1.25K
$306K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.24K+ 69.74% |
$207K - $246K
|
3.02K
$742K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.23K+ 21.19% |
$206K - $244K
|
7.06K
$1.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.23K+ 5.38% |
$206K - $244K
|
24.1K
$5.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.23K+ 1.63% |
$205K - $243K
|
76.5K
$18.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.23K+ 6.74% |
$205K - $243K
|
19.5K
$4.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.23K+ 0.7% |
$205K - $243K
|
176K
$43.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.22K+ 0.75% |
$204K - $242K
|
163K
$40.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
1.22KNew |
$203K - $241K
|
1.22K
$299K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.22K+ 1.13% |
$203K - $241K
|
109K
$26.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.22K+ 2.77% |
$203K - $241K
|
45.1K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.22K+ 0.15% |
$203K - $241K
|
806K
$198M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.21K+ 2.66% |
$202K - $240K
|
46.8K
$11.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.21K+ 0.85% |
$202K - $240K
|
144K
$35.3M
|