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 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
585+ 1.46% |
$97.6K - $116K
|
40.6K
$9.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
584+ 1.37% |
$97.5K - $116K
|
43.1K
$10.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
581+ 4.75% |
$97K - $115K
|
12.8K
$3.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
578New |
$96.5K - $115K
|
578
$142K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
575+ 1.05% |
$96K - $114K
|
55.6K
$13.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
570+ 0.73% |
$95.1K - $113K
|
78.8K
$19.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
570+ 7.46% |
$95.1K - $113K
|
8.21K
$2.02M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
570+ 0.73% |
$95.1K - $113K
|
78.8K
$19.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
568+ 1.53% |
$94.8K - $113K
|
37.8K
$9.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
568+ 4.0% |
$94.8K - $113K
|
14.8K
$3.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
566+ 1.25% |
$94.5K - $112K
|
45.7K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
566+ 0.86% |
$94.5K - $112K
|
66.7K
$16.4M
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
565+ 1.88% |
$94.3K - $112K
|
30.7K
$7.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
564+ 0.69% |
$94.1K - $112K
|
82.7K
$20.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
562+ 25.35% |
$93.8K - $111K
|
2.78K
$682K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
560+ 2.28% |
$93.5K - $111K
|
25.1K
$6.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
560+ 2.04% |
$93.5K - $111K
|
28K
$6.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
555+ 3.66% |
$92.6K - $110K
|
15.7K
$3.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
554+ 1.66% |
$92.5K - $110K
|
33.9K
$8.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
552+ 1.66% |
$92.1K - $109K
|
33.9K
$8.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
550+ 6.29% |
$91.8K - $109K
|
9.29K
$2.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
550+ 0.87% |
$91.8K - $109K
|
63.7K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
550+ 0.95% |
$91.8K - $109K
|
58.6K
$14.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
549+ 0.53% |
$91.6K - $109K
|
105K
$25.7M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
548+ 2.28% |
$91.5K - $109K
|
24.6K
$6.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
548+ 0.83% |
$91.5K - $109K
|
66.9K
$16.4M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
548+ 6.93% |
$91.5K - $109K
|
8.46K
$2.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
547+ 1.39% |
$91.3K - $108K
|
39.8K
$9.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
546+ 3.81% |
$91.1K - $108K
|
14.9K
$3.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
544+ 0.38% |
$90.8K - $108K
|
145K
$35.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
543+ 1.29% |
$90.6K - $108K
|
42.7K
$10.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
537+ 1.28% |
$89.6K - $106K
|
42.4K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
537+ 2.84% |
$89.6K - $106K
|
19.4K
$4.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
533+ 11.46% |
$89K - $106K
|
5.18K
$1.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
BUY
|
- |
531+ 2.24% |
$88.6K - $105K
|
24.2K
$5.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
527+ 5.31% |
$88K - $104K
|
10.5K
$2.57M
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
527+ 7.05% |
$88K - $104K
|
8.01K
$1.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
521+ 4.73% |
$86.9K - $103K
|
11.5K
$2.83M
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
517+ 5.04% |
$86.3K - $102K
|
10.8K
$2.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
517+ 2.05% |
$86.3K - $102K
|
25.8K
$6.33M
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
517+ 18.32% |
$86.3K - $102K
|
3.34K
$820K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
516+ 0.83% |
$86.1K - $102K
|
62.9K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
515+ 1.94% |
$85.9K - $102K
|
27.1K
$6.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
514+ 3.57% |
$85.8K - $102K
|
14.9K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
514+ 11.56% |
$85.8K - $102K
|
4.96K
$1.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
511+ 3.72% |
$85.3K - $101K
|
14.3K
$3.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
510+ 2.38% |
$85.1K - $101K
|
21.9K
$5.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
510+ 5.27% |
$85.1K - $101K
|
10.2K
$2.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
508+ 1.22% |
$84.8K - $101K
|
42.2K
$10.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
508+ 1.14% |
$84.8K - $101K
|
45.2K
$11.1M
|