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Apple Inc Stock Research

AAPL

160.25USD+1.32(+0.83%)Market Closed

Which funds bought or sold AAPL recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2023-03-15B. Riley Wealth Advisors, Inc.REDUCED 3.47%-6.39-16,864,200123,698,000952,044
2023-03-14AWM CAPITAL, LLCREDUCED 0.50%-2.54-203,4121,465,59011,280
2023-03-13Claro Advisors LLCADDED 4.47%4.68-72,05113,670,900105,218
2023-03-10VICTORY CAPITAL MANAGEMENT INCREDUCED 1.79%-2.21-143,538,0001,636,750,00012,597,200
2023-03-10BAILLIE GIFFORD & COREDUCED 0.08%-0.06-5,197,50080,827,500622,085
2023-03-10MATHER GROUP, LLC.ADDED 0.43%4.65-367,78622,455,200172,825
2023-03-10Financial Alternatives, IncNEW 0.94%-941,873941,8737,249
2023-03-10Flagstone Financial ManagementNEW 0.52%-852,836852,8366,564
2023-03-08SHEETS SMITH WEALTH MANAGEMENTREDUCED 1.65%-0.68-746,73110,518,30080,953
2023-03-08Capital Asset Advisory Services LLCADDED 1.36%7.72294,58817,014,600130,317
2023-03-08Pacific Wealth ManagementUNCHANGED 0.15%--12,711205,2891,580
2023-03-07Great Lakes Retirement, Inc.NEW 2.46%-9,617,8709,617,87074,023
2023-03-07Nordwand Advisors, LLCNEW 0.80%-6,432,8306,432,83049,510
2023-03-06NORTH STAR ASSET MANAGEMENT INCADDED 2.94%0.23-2,893,37047,295,600364,009
2023-03-06Aldebaran Financial Inc.REDUCED 7.46%-1.58-606,9456,944,06053,445
2023-03-06Rockefeller Capital Management L.P.REDUCED 3.42%-6.1-90,217,000679,557,0005,230,190
2023-03-06BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALUNCHANGED 1.00%--166,7022,620,30020,167
2023-03-03TIAA, FSBREDUCED 1.00%-5.32-31,259,000253,198,0001,948,730
2023-03-03Crumly & Associates Inc.REDUCED 0.89%-16.16-635,0012,364,00018,194
2023-03-02RESTON WEALTH MANAGEMENT LLCREDUCED 0.32%-1.74-48,704588,2964,528
2023-03-02OLIVER LAGORE VANVALIN INVESTMENT GROUPREDUCED 1.01%-15.28-458,6121,793,39013,803
2023-03-02Leading Edge Financial Planning LLCNEW 0.76%-872,077872,0776,712
2023-03-02LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MANEW 2.70%-217,964,000217,964,0001,677,550
2023-03-01BENNICAS & ASSOCIATES, INC.REDUCED 0.63%-1.74-90,6111,097,3908,446
2023-03-01SMITHBRIDGE ASSET MANAGEMENT INC/DEADDED 5.84%86.039,410,00021,972,000169,104

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Which funds are the top buyers of AAPL?

Fund Name# Shares$ Value% Port.
VANGUARD GROUP INC1,278,250,000166,083,000,000 4.52%
BlackRock Inc.1,029,210,000133,725,000,000 4.19%
Berkshire Hathaway Inc895,136,000116,305,000,000 38.90%
STATE STREET CORP586,857,00076,250,400,000 4.48%
FMR LLC321,162,00041,728,600,000 4.14%
GEODE CAPITAL MANAGEMENT, LLC282,750,00036,671,900,000 5.15%
PRICE T ROWE ASSOCIATES INC /MD/226,281,00029,400,700,000 4.73%
MORGAN STANLEY208,655,00027,110,600,000 3.08%
NORTHERN TRUST CORP174,276,00022,643,700,000 4.75%
NORGES BANK167,374,00021,746,900,000 5.24%

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Which funds have put a big percent of portfolio in AAPL?

Fund Name$ Value% Port.
RJA Asset Management LLC202,288,000 87.89%
H&H International Investment, LLC7,955,960,000 73.43%
JOSH ARNOLD INVESTMENT CONSULTANT, LLC49,683,000 72.76%
7G CAPITAL MANAGEMENT, LLC90,951,000 60.56%
Prospect Hill Management, LLC67,115,300 59.94%
Hoffman, Alan N Investment Management76,067,000 57.86%
NEW ENGLAND ASSET MANAGEMENT INC2,656,610,000 48.92%
INDEPENDENT INVESTORS INC171,014,000 47.59%
TRB Advisors LP44,176,000 43.38%
Linden Rose Investment LLC15,972,000 42.90%

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Trend of No. of funds that hold AAPL

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
NORGES BANK21,746,900,000
CI Private Wealth, LLC1,079,750,000
BSN CAPITAL PARTNERS Ltd324,514,000
Investment Management Corp of Ontario313,269,000
Jefferies Financial Group Inc.259,949,000
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA217,964,000
HRT FINANCIAL LP205,906,000
PRIO WEALTH LIMITED PARTNERSHIP196,716,000