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 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-137- 0.51% |
$22.9K - $27.1K
|
26.7K
$5.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-137- 0.76% |
$22.9K - $27.1K
|
17.8K
$3.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-138- 0.11% |
$23K - $27.3K
|
124K
$24.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-138- 2.24% |
$23K - $27.3K
|
6.01K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-139- 5.32% |
$23.2K - $27.5K
|
2.48K
$497K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-140- 21.71% |
$23.4K - $27.7K
|
505
$102K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-141- 1.95% |
$23.5K - $27.9K
|
7.08K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-141- 0.37% |
$23.5K - $27.9K
|
38.2K
$7.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-143- 0.55% |
$23.9K - $28.3K
|
25.7K
$5.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-143- 0.28% |
$23.9K - $28.3K
|
50.1K
$10.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-143- 0.32% |
$23.9K - $28.3K
|
44.3K
$8.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-143- 0.95% |
$23.9K - $28.3K
|
15K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-143- 3.09% |
$23.9K - $28.3K
|
4.49K
$903K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-144- 1.3% |
$24K - $28.5K
|
10.9K
$2.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-145- 0.43% |
$24.2K - $28.7K
|
33.3K
$6.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-145- 0.29% |
$24.2K - $28.7K
|
50K
$10.1M
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-145- 1.57% |
$24.2K - $28.7K
|
9.1K
$1.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-147- 0.66% |
$24.5K - $29.1K
|
22.1K
$4.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-148- 1.86% |
$24.7K - $29.3K
|
7.81K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-148- 1.57% |
$24.7K - $29.3K
|
9.26K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-149- 0.35% |
$24.9K - $29.5K
|
42.6K
$8.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-150- 0.72% |
$25K - $29.7K
|
20.8K
$4.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
SELL
|
- |
-150- 0.14% |
$25K - $29.7K
|
107K
$21.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-151- 7.53% |
$25.2K - $29.9K
|
1.85K
$373K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-152- 0.94% |
$25.4K - $30.1K
|
15.9K
$3.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-152- 0.07% |
$25.4K - $30.1K
|
220K
$44.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-153- 0.36% |
$25.5K - $30.3K
|
42.6K
$8.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-153- 30.06% |
$25.5K - $30.3K
|
356
$71.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-153- 3.37% |
$25.5K - $30.3K
|
4.38K
$881K
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-154- 0.59% |
$25.7K - $30.5K
|
25.8K
$5.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-155- 2.06% |
$25.9K - $30.7K
|
7.36K
$1.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-155- 1.98% |
$25.9K - $30.7K
|
7.69K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-155- 1.28% |
$25.9K - $30.7K
|
11.9K
$2.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-156- 0.82% |
$26K - $30.9K
|
18.9K
$3.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-157- 0.31% |
$26.2K - $31.1K
|
50.5K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-159- 0.61% |
$26.5K - $31.5K
|
25.8K
$5.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-161- 0.71% |
$26.9K - $31.9K
|
22.6K
$4.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-164- 0.15% |
$27.4K - $32.5K
|
112K
$22.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-164- 0.77% |
$27.4K - $32.5K
|
21.1K
$4.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-164- 0.45% |
$27.4K - $32.5K
|
36.5K
$7.34M
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-165- 1.13% |
$27.5K - $32.7K
|
14.5K
$2.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-165- 0.44% |
$27.5K - $32.7K
|
37.3K
$7.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-165- 0.22% |
$27.5K - $32.7K
|
74.1K
$14.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-167- 6.52% |
$27.9K - $33.1K
|
2.4K
$482K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-168- 0.91% |
$28K - $33.3K
|
18.2K
$3.67M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-170- 0.58% |
$28.4K - $33.7K
|
29K
$5.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-172- 1.18% |
$28.7K - $34.1K
|
14.4K
$2.88M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-172- 0.62% |
$28.7K - $34.1K
|
27.5K
$5.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-173- 2.73% |
$28.9K - $34.3K
|
6.16K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-173- 0.31% |
$28.9K - $34.3K
|
55.1K
$11.1M
|