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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-80- 1.07% |
$13.4K - $15.8K
|
7.38K
$1.48M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-81- 0.64% |
$13.5K - $16K
|
12.6K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
SELL
|
- |
-82- 0.59% |
$13.7K - $16.2K
|
13.8K
$2.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
SELL
|
- |
-83- 0.24% |
$13.9K - $16.4K
|
35.1K
$7.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-83- 0.84% |
$13.9K - $16.4K
|
9.82K
$1.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-84- 0.6% |
$14K - $16.6K
|
13.9K
$2.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-84- 0.1% |
$14K - $16.6K
|
83.8K
$16.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-84- 0.08% |
$14K - $16.6K
|
102K
$20.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-85- 0.18% |
$14.2K - $16.8K
|
48.4K
$9.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-85- 0.99% |
$14.2K - $16.8K
|
8.46K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-85- 0.45% |
$14.2K - $16.8K
|
18.8K
$3.78M
|
|
|
Feb 12, 2024
Q4 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-86- 4.67% |
$14.4K - $17K
|
1.75K
$351K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-87- 0.11% |
$14.5K - $17.2K
|
75.6K
$15.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-87- 0.06% |
$14.5K - $17.2K
|
135K
$27M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-87- 0.43% |
$14.5K - $17.2K
|
20.3K
$4.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-88- 0.33% |
$14.7K - $17.4K
|
26.4K
$5.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-90- 0.27% |
$15K - $17.8K
|
33K
$6.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-90- 0.7% |
$15K - $17.8K
|
12.7K
$2.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-91- 0.79% |
$15.2K - $18K
|
11.4K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-91- 0.13% |
$15.2K - $18K
|
72.5K
$14.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-92- 0.19% |
$15.4K - $18.2K
|
47.7K
$9.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-93- 1.24% |
$15.5K - $18.4K
|
7.38K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-95- 0.84% |
$15.9K - $18.8K
|
11.2K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-95- 0.4% |
$15.9K - $18.8K
|
23.7K
$4.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-96- 0.04% |
$16K - $19K
|
216K
$43.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-96- 0.63% |
$16K - $19K
|
15.3K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-96- 0.07% |
$16K - $19K
|
143K
$28.7M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-96- 0.07% |
$16K - $19K
|
143K
$28.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-97- 2.5% |
$16.2K - $19.2K
|
3.79K
$758K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-97- 0.17% |
$16.2K - $19.2K
|
55.7K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-97- 0.09% |
$16.2K - $19.2K
|
114K
$22.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-98- 0.49% |
$16.4K - $19.4K
|
19.9K
$3.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-98- 0.53% |
$16.4K - $19.4K
|
18.4K
$3.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-98- 0.94% |
$16.4K - $19.4K
|
10.3K
$2.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-99- 0.08% |
$16.5K - $19.6K
|
127K
$25.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-99- 0.52% |
$16.5K - $19.6K
|
19K
$3.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-100- 1.12% |
$16.7K - $19.8K
|
8.84K
$1.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-100- 1.83% |
$16.7K - $19.8K
|
5.35K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-100- 0.17% |
$16.7K - $19.8K
|
60.1K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-100- 0.29% |
$16.7K - $19.8K
|
34.3K
$6.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-100- 0.77% |
$16.7K - $19.8K
|
12.8K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
SELL
|
- |
-100- 0.66% |
$16.7K - $19.8K
|
15K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-100- 0.18% |
$16.7K - $19.8K
|
54.9K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-101- 0.63% |
$16.9K - $20K
|
16K
$3.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-102- 0.24% |
$17K - $20.2K
|
43.1K
$8.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-102- 3.23% |
$17K - $20.2K
|
3.06K
$613K
|
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-103- 1.14% |
$17.2K - $20.4K
|
8.96K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-104- 0.2% |
$17.4K - $20.6K
|
53K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-104- 0.14% |
$17.4K - $20.6K
|
76.3K
$15.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-105- 2.2% |
$17.5K - $20.8K
|
4.68K
$936K
|