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
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-70- 0.92% |
$11.7K - $13.9K
|
7.58K
$2.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-72- 0.68% |
$12K - $14.3K
|
10.4K
$2.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-72- 1.15% |
$12K - $14.3K
|
6.21K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-72- 0.11% |
$12K - $14.3K
|
67K
$18.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
SELL
|
- |
-74- 2.13% |
$12.3K - $14.7K
|
3.4K
$919K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-74- 0.49% |
$12.3K - $14.7K
|
15K
$4.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-75- 2.51% |
$12.5K - $14.9K
|
2.91K
$787K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-75- 0.14% |
$12.5K - $14.9K
|
52.9K
$14.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-77- 0.7% |
$12.9K - $15.3K
|
11K
$2.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-78- 0.39% |
$13K - $15.5K
|
19.9K
$5.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-78- 0.33% |
$13K - $15.5K
|
23.8K
$6.44M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-78- 0.39% |
$13K - $15.5K
|
19.8K
$5.36M
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-79- 3.2% |
$13.2K - $15.7K
|
2.39K
$645K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-79- 0.56% |
$13.2K - $15.7K
|
14K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-80- 1.07% |
$13.4K - $15.8K
|
7.38K
$2M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-81- 0.64% |
$13.5K - $16K
|
12.6K
$3.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
SELL
|
- |
-82- 0.59% |
$13.7K - $16.2K
|
13.8K
$3.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
SELL
|
- |
-83- 0.24% |
$13.9K - $16.4K
|
35.1K
$9.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-83- 0.84% |
$13.9K - $16.4K
|
9.82K
$2.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-84- 0.6% |
$14K - $16.6K
|
13.9K
$3.77M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-84- 0.1% |
$14K - $16.6K
|
83.8K
$22.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
SELL
|
- |
-84- 0.08% |
$14K - $16.6K
|
102K
$27.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-85- 0.18% |
$14.2K - $16.8K
|
48.4K
$13.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-85- 0.99% |
$14.2K - $16.8K
|
8.46K
$2.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-85- 0.45% |
$14.2K - $16.8K
|
18.8K
$5.1M
|
|
|
Feb 12, 2024
Q4 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-86- 4.67% |
$14.4K - $17K
|
1.75K
$474K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-87- 0.11% |
$14.5K - $17.2K
|
75.6K
$20.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-87- 0.06% |
$14.5K - $17.2K
|
135K
$36.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-87- 0.43% |
$14.5K - $17.2K
|
20.3K
$5.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-88- 0.33% |
$14.7K - $17.4K
|
26.4K
$7.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-90- 0.27% |
$15K - $17.8K
|
33K
$8.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-90- 0.7% |
$15K - $17.8K
|
12.7K
$3.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-91- 0.79% |
$15.2K - $18K
|
11.4K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-91- 0.13% |
$15.2K - $18K
|
72.5K
$19.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-92- 0.19% |
$15.4K - $18.2K
|
47.7K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-93- 1.24% |
$15.5K - $18.4K
|
7.38K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-95- 0.84% |
$15.9K - $18.8K
|
11.2K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-95- 0.4% |
$15.9K - $18.8K
|
23.7K
$6.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-96- 0.04% |
$16K - $19K
|
216K
$58.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-96- 0.63% |
$16K - $19K
|
15.3K
$4.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-96- 0.07% |
$16K - $19K
|
143K
$38.7M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-96- 0.07% |
$16K - $19K
|
143K
$38.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-97- 2.5% |
$16.2K - $19.2K
|
3.79K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-97- 0.17% |
$16.2K - $19.2K
|
55.7K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-97- 0.09% |
$16.2K - $19.2K
|
114K
$30.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-98- 0.49% |
$16.4K - $19.4K
|
19.9K
$5.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-98- 0.53% |
$16.4K - $19.4K
|
18.4K
$4.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-98- 0.94% |
$16.4K - $19.4K
|
10.3K
$2.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-99- 0.08% |
$16.5K - $19.6K
|
127K
$34.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-99- 0.52% |
$16.5K - $19.6K
|
19K
$5.13M
|