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
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 0.08% |
$1.17K - $1.39K
|
8.62K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-7- 5.88% |
$1.17K - $1.39K
|
112
$22.4K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-8- 0.08% |
$1.34K - $1.58K
|
9.98K
$2M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8- 0.06% |
$1.34K - $1.58K
|
12.6K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-8- 0.1% |
$1.34K - $1.58K
|
8.25K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-8- 0.02% |
$1.34K - $1.58K
|
33.7K
$6.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-8- 0.01% |
$1.34K - $1.58K
|
116K
$23.3M
|
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-9- 0.13% |
$1.5K - $1.78K
|
7.06K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-9- 0.09% |
$1.5K - $1.78K
|
10K
$2.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-10- 0.24% |
$1.67K - $1.98K
|
4.16K
$834K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-10- 0.03% |
$1.67K - $1.98K
|
28.7K
$5.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-10- 0.01% |
$1.67K - $1.98K
|
182K
$36.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
SELL
|
- |
-10- 0.29% |
$1.67K - $1.98K
|
3.42K
$685K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-11- 0.88% |
$1.84K - $2.18K
|
1.24K
$248K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-11- 0.05% |
$1.84K - $2.18K
|
23K
$4.61M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-11- 0.06% |
$1.84K - $2.18K
|
18.9K
$3.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-12- 0.43% |
$2K - $2.38K
|
2.75K
$550K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-12- 0.06% |
$2K - $2.38K
|
20.6K
$4.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Palmer Knight CO
|
SELL
|
- |
-12- 0.03% |
$2K - $2.38K
|
41.7K
$8.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-12- 0.04% |
$2K - $2.38K
|
30.3K
$6.06M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-13- 0.53% |
$2.17K - $2.58K
|
2.44K
$490K
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-15- 0.05% |
$2.5K - $2.97K
|
28.6K
$5.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-15- 0.19% |
$2.5K - $2.97K
|
7.97K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-15- 0.01% |
$2.5K - $2.97K
|
192K
$38.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-15- 0.07% |
$2.5K - $2.97K
|
20.8K
$4.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-16- 0.01% |
$2.67K - $3.17K
|
115K
$23M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-17- 0.13% |
$2.84K - $3.37K
|
13K
$2.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-17- 0.21% |
$2.84K - $3.37K
|
8.09K
$1.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-18- 0.39% |
$3K - $3.57K
|
4.55K
$912K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-18- 0.09% |
$3K - $3.57K
|
19.6K
$3.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-18- 0.83% |
$3K - $3.57K
|
2.16K
$433K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-19- 0.1% |
$3.17K - $3.76K
|
19.3K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-19- 0.02% |
$3.17K - $3.76K
|
81.5K
$16.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-20- 0.71% |
$3.34K - $3.96K
|
2.79K
$560K
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-20- 1.42% |
$3.34K - $3.96K
|
1.39K
$278K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-21- 0.05% |
$3.5K - $4.16K
|
39.2K
$7.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-21- 0.14% |
$3.5K - $4.16K
|
15.2K
$3.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-22- 0.02% |
$3.67K - $4.36K
|
130K
$26M
|
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-22- 0.04% |
$3.67K - $4.36K
|
52.5K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-22- 0.05% |
$3.67K - $4.36K
|
43.9K
$8.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-22- 0.02% |
$3.67K - $4.36K
|
93.1K
$18.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-23- 0.13% |
$3.84K - $4.56K
|
18.4K
$3.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-23- 0.07% |
$3.84K - $4.56K
|
34.8K
$6.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-24- 0.22% |
$4.01K - $4.75K
|
10.8K
$2.16M
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-25- 0.35% |
$4.17K - $4.95K
|
7.09K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-25- 6.67% |
$4.17K - $4.95K
|
350
$70.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-25- 0.53% |
$4.17K - $4.95K
|
4.72K
$945K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- -0.0% |
$4.17K - $4.95K
|
586K
$117M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-26- 0.13% |
$4.34K - $5.15K
|
19.3K
$3.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-27- 0.65% |
$4.51K - $5.35K
|
4.12K
$826K
|