Which funds bought or sold AAPL recently?
| Datesorted ascending | Fund Name | Type | % Portfolio | % Chg | $ Change | $ Held | # Shares |
|---|---|---|---|---|---|---|---|
| 2023-03-15 | B. Riley Wealth Advisors, Inc. | REDUCED | 3.47% | -6.39 | -16,864,200 | 123,698,000 | 952,044 |
| 2023-03-14 | AWM CAPITAL, LLC | REDUCED | 0.50% | -2.54 | -203,412 | 1,465,590 | 11,280 |
| 2023-03-13 | Claro Advisors LLC | ADDED | 4.47% | 4.68 | -72,051 | 13,670,900 | 105,218 |
| 2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | REDUCED | 1.79% | -2.21 | -143,538,000 | 1,636,750,000 | 12,597,200 |
| 2023-03-10 | BAILLIE GIFFORD & CO | REDUCED | 0.08% | -0.06 | -5,197,500 | 80,827,500 | 622,085 |
| 2023-03-10 | MATHER GROUP, LLC. | ADDED | 0.43% | 4.65 | -367,786 | 22,455,200 | 172,825 |
| 2023-03-10 | Financial Alternatives, Inc | NEW | 0.94% | - | 941,873 | 941,873 | 7,249 |
| 2023-03-10 | Flagstone Financial Management | NEW | 0.52% | - | 852,836 | 852,836 | 6,564 |
| 2023-03-08 | SHEETS SMITH WEALTH MANAGEMENT | REDUCED | 1.65% | -0.68 | -746,731 | 10,518,300 | 80,953 |
| 2023-03-08 | Capital Asset Advisory Services LLC | ADDED | 1.36% | 7.72 | 294,588 | 17,014,600 | 130,317 |
| 2023-03-08 | Pacific Wealth Management | UNCHANGED | 0.15% | - | -12,711 | 205,289 | 1,580 |
| 2023-03-07 | Great Lakes Retirement, Inc. | NEW | 2.46% | - | 9,617,870 | 9,617,870 | 74,023 |
| 2023-03-07 | Nordwand Advisors, LLC | NEW | 0.80% | - | 6,432,830 | 6,432,830 | 49,510 |
| 2023-03-06 | NORTH STAR ASSET MANAGEMENT INC | ADDED | 2.94% | 0.23 | -2,893,370 | 47,295,600 | 364,009 |
| 2023-03-06 | Aldebaran Financial Inc. | REDUCED | 7.46% | -1.58 | -606,945 | 6,944,060 | 53,445 |
| 2023-03-06 | Rockefeller Capital Management L.P. | REDUCED | 3.42% | -6.1 | -90,217,000 | 679,557,000 | 5,230,190 |
| 2023-03-06 | BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | UNCHANGED | 1.00% | - | -166,702 | 2,620,300 | 20,167 |
| 2023-03-03 | TIAA, FSB | REDUCED | 1.00% | -5.32 | -31,259,000 | 253,198,000 | 1,948,730 |
| 2023-03-03 | Crumly & Associates Inc. | REDUCED | 0.89% | -16.16 | -635,001 | 2,364,000 | 18,194 |
| 2023-03-02 | RESTON WEALTH MANAGEMENT LLC | REDUCED | 0.32% | -1.74 | -48,704 | 588,296 | 4,528 |
| 2023-03-02 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | REDUCED | 1.01% | -15.28 | -458,612 | 1,793,390 | 13,803 |
| 2023-03-02 | Leading Edge Financial Planning LLC | NEW | 0.76% | - | 872,077 | 872,077 | 6,712 |
| 2023-03-02 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | NEW | 2.70% | - | 217,964,000 | 217,964,000 | 1,677,550 |
| 2023-03-01 | BENNICAS & ASSOCIATES, INC. | REDUCED | 0.63% | -1.74 | -90,611 | 1,097,390 | 8,446 |
| 2023-03-01 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | ADDED | 5.84% | 86.03 | 9,410,000 | 21,972,000 | 169,104 |
Which funds are the top buyers of AAPL?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| VANGUARD GROUP INC | 1,278,250,000 | 166,083,000,000 | 4.52% |
| BlackRock Inc. | 1,029,210,000 | 133,725,000,000 | 4.19% |
| Berkshire Hathaway Inc | 895,136,000 | 116,305,000,000 | 38.90% |
| STATE STREET CORP | 586,857,000 | 76,250,400,000 | 4.48% |
| FMR LLC | 321,162,000 | 41,728,600,000 | 4.14% |
| GEODE CAPITAL MANAGEMENT, LLC | 282,750,000 | 36,671,900,000 | 5.15% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 226,281,000 | 29,400,700,000 | 4.73% |
| MORGAN STANLEY | 208,655,000 | 27,110,600,000 | 3.08% |
| NORTHERN TRUST CORP | 174,276,000 | 22,643,700,000 | 4.75% |
| NORGES BANK | 167,374,000 | 21,746,900,000 | 5.24% |
Which funds have put a big percent of portfolio in AAPL?
| Fund Name | $ Value | % Port. |
|---|---|---|
| RJA Asset Management LLC | 202,288,000 | 87.89% |
| H&H International Investment, LLC | 7,955,960,000 | 73.43% |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 49,683,000 | 72.76% |
| 7G CAPITAL MANAGEMENT, LLC | 90,951,000 | 60.56% |
| Prospect Hill Management, LLC | 67,115,300 | 59.94% |
| Hoffman, Alan N Investment Management | 76,067,000 | 57.86% |
| NEW ENGLAND ASSET MANAGEMENT INC | 2,656,610,000 | 48.92% |
| INDEPENDENT INVESTORS INC | 171,014,000 | 47.59% |
| TRB Advisors LP | 44,176,000 | 43.38% |
| Linden Rose Investment LLC | 15,972,000 | 42.90% |
Trend of No. of funds that hold AAPL
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| NORGES BANK | 21,746,900,000 |
| CI Private Wealth, LLC | 1,079,750,000 |
| BSN CAPITAL PARTNERS Ltd | 324,514,000 |
| Investment Management Corp of Ontario | 313,269,000 |
| Jefferies Financial Group Inc. | 259,949,000 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 217,964,000 |
| HRT FINANCIAL LP | 205,906,000 |
| PRIO WEALTH LIMITED PARTNERSHIP | 196,716,000 |
Additions
| Fund Name | % Increased |
|---|---|
| American Planning Services, Inc. | 93,000 |
| SEVEN EIGHT CAPITAL, LP | 1,744 |
| NOMURA HOLDINGS INC | 264 |
| Empowered Funds, LLC | 243 |
| Retirement Group, LLC | 113 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 107 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 86.03 |
| Cerity Partners LLC | 78.37 |
Reductions
| Fund Name | % Reduced |
|---|---|
| PEAK6 Investments LLC | -99.99 |
| SHELTON CAPITAL MANAGEMENT | -94.75 |
| Bridgewater Associates, LP | -94.04 |
| STALEY CAPITAL ADVISERS INC | -49.34 |
| FULLER & THALER ASSET MANAGEMENT, INC. | -36.91 |
| MARSICO CAPITAL MANAGEMENT LLC | -35.84 |
| VESTOR CAPITAL, LLC | -22.59 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -18.86 |
Sold off
| Fund Name | $ Sold |
|---|---|
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | -66,696,000 |
| Maven Securities LTD | -18,948,000 |
| Distillate Capital Partners LLC | -16,581,000 |
| Weiss Asset Management LP | -13,432,000 |
| Greenwoods Asset Management Hong Kong Ltd. | -12,079,000 |
| Virtu Financial LLC | -10,727,000 |
| LMR Partners LLP | -8,559,000 |
| Soundwatch Capital LLC | -7,489,000 |