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 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-161- 0.71% |
$26.9K - $31.9K
|
22.6K
$6.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-164- 0.15% |
$27.4K - $32.5K
|
112K
$30.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-164- 0.77% |
$27.4K - $32.5K
|
21.1K
$5.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-164- 0.45% |
$27.4K - $32.5K
|
36.5K
$9.92M
|
|
|
Jan 18, 2024
Q4 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-165- 1.13% |
$27.5K - $32.7K
|
14.5K
$3.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-165- 0.44% |
$27.5K - $32.7K
|
37.3K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-165- 0.22% |
$27.5K - $32.7K
|
74.1K
$20.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-167- 6.52% |
$27.9K - $33.1K
|
2.4K
$650K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-168- 0.91% |
$28K - $33.3K
|
18.2K
$4.95M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-170- 0.58% |
$28.4K - $33.7K
|
29K
$7.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-172- 1.18% |
$28.7K - $34.1K
|
14.4K
$3.9M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-172- 0.62% |
$28.7K - $34.1K
|
27.5K
$7.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-173- 2.73% |
$28.9K - $34.3K
|
6.16K
$1.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-173- 0.31% |
$28.9K - $34.3K
|
55.1K
$15M
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-174- 0.52% |
$29K - $34.5K
|
33.5K
$9.08M
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-174- 2.27% |
$29K - $34.5K
|
7.49K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-174- 0.17% |
$29K - $34.5K
|
104K
$28.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-174- 0.78% |
$29K - $34.5K
|
22.1K
$6.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
SELL
|
- |
-175- 2.36% |
$29.2K - $34.7K
|
7.24K
$1.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-175- 0.58% |
$29.2K - $34.7K
|
30K
$8.13M
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-176- 9.53% |
$29.4K - $34.9K
|
1.67K
$454K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-176- 1.35% |
$29.4K - $34.9K
|
12.9K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-178- 0.36% |
$29.7K - $35.3K
|
48.7K
$13.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-179- 0.75% |
$29.9K - $35.5K
|
23.8K
$6.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-180- 0.51% |
$30K - $35.7K
|
34.9K
$9.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
SELL
|
- |
-180- 0.19% |
$30K - $35.7K
|
92.8K
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-181- 0.25% |
$30.2K - $35.9K
|
73.7K
$20M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-183- 2.11% |
$30.5K - $36.3K
|
8.49K
$2.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-184- 0.23% |
$30.7K - $36.5K
|
80.8K
$21.9M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-184- 0.23% |
$30.7K - $36.5K
|
78.3K
$21.2M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-184- 0.13% |
$30.7K - $36.5K
|
141K
$38.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-185- 1.43% |
$30.9K - $36.7K
|
12.7K
$3.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-185- 1.72% |
$30.9K - $36.7K
|
10.6K
$2.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-186- 1.05% |
$31K - $36.8K
|
17.5K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-186- 1.72% |
$31K - $36.8K
|
10.6K
$2.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-187- 0.61% |
$31.2K - $37K
|
30.5K
$8.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-187- 4.52% |
$31.2K - $37K
|
3.95K
$1.07M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-187- 0.5% |
$31.2K - $37K
|
37.5K
$10.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-188- 0.44% |
$31.4K - $37.2K
|
42.5K
$11.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-189- 0.8% |
$31.5K - $37.4K
|
23.5K
$6.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-189- 2.2% |
$31.5K - $37.4K
|
8.42K
$2.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-190- 0.36% |
$31.7K - $37.6K
|
53.1K
$14.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-190- 1.65% |
$31.7K - $37.6K
|
11.3K
$3.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-192- 1.85% |
$32K - $38K
|
10.2K
$2.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-192- 0.47% |
$32K - $38K
|
40.9K
$11.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-193- 1.43% |
$32.2K - $38.2K
|
13.3K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-193- 0.36% |
$32.2K - $38.2K
|
53.5K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-194- 18.08% |
$32.4K - $38.4K
|
879
$239K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-195- 3.56% |
$32.5K - $38.6K
|
5.29K
$1.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-196- 0.17% |
$32.7K - $38.8K
|
114K
$31M
|