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 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-196- 0.72% |
$32.7K - $38.8K
|
27K
$7.33M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-198- 0.45% |
$33K - $39.2K
|
43.4K
$11.8M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-198- 0.08% |
$33K - $39.2K
|
254K
$69.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-199- 0.51% |
$33.2K - $39.4K
|
39.1K
$10.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-200- 5.03% |
$33.4K - $39.6K
|
3.78K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-200- 0.22% |
$33.4K - $39.6K
|
91.9K
$24.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 4.58% |
$33.4K - $39.6K
|
4.17K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-200- 0.13% |
$33.4K - $39.6K
|
156K
$42.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-200- 8.51% |
$33.4K - $39.6K
|
2.15K
$583K
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-201- 0.42% |
$33.5K - $39.8K
|
48.1K
$13.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-203- 0.42% |
$33.9K - $40.2K
|
47.9K
$13M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-203- 3.03% |
$33.9K - $40.2K
|
6.51K
$1.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-203- 0.78% |
$33.9K - $40.2K
|
25.7K
$6.97M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-205- 0.14% |
$34.2K - $40.6K
|
147K
$39.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-205- 1.21% |
$34.2K - $40.6K
|
16.8K
$4.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-207- 0.45% |
$34.5K - $41K
|
45.7K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-207- 0.33% |
$34.5K - $41K
|
61.9K
$16.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-209- 3.46% |
$34.9K - $41.4K
|
5.83K
$1.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-209- 1.21% |
$34.9K - $41.4K
|
17K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-209- 0.93% |
$34.9K - $41.4K
|
22.1K
$6.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-210- 0.66% |
$35K - $41.6K
|
31.5K
$8.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-210- 1.93% |
$35K - $41.6K
|
10.7K
$2.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-210- 14.11% |
$35K - $41.6K
|
1.28K
$347K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-213- 1.44% |
$35.5K - $42.2K
|
14.6K
$3.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-216- 0.12% |
$36K - $42.8K
|
181K
$49.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-216- 0.64% |
$36K - $42.8K
|
33.7K
$9.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-217- 0.36% |
$36.2K - $43K
|
60.8K
$16.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-217- 0.35% |
$36.2K - $43K
|
61.5K
$16.7M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-219- 0.59% |
$36.5K - $43.4K
|
37.2K
$10.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-220- 3.03% |
$36.7K - $43.6K
|
7.05K
$1.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-220- 0.45% |
$36.7K - $43.6K
|
48.2K
$13.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-221- 0.13% |
$36.9K - $43.8K
|
172K
$46.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-221- 0.6% |
$36.9K - $43.8K
|
36.4K
$9.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-223- 0.13% |
$37.2K - $44.2K
|
171K
$46.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-224- 1.19% |
$37.4K - $44.4K
|
18.6K
$5.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-224- 7.28% |
$37.4K - $44.4K
|
2.86K
$775K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-224- 0.77% |
$37.4K - $44.4K
|
28.9K
$7.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-225- 0.99% |
$37.6K - $44.6K
|
22.5K
$6.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-226- 3.37% |
$37.7K - $44.8K
|
6.49K
$1.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-227- 0.6% |
$37.9K - $45K
|
37.6K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-228- 0.87% |
$38.1K - $45.2K
|
25.9K
$7.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-229- 3.5% |
$38.2K - $45.4K
|
6.31K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-229- 0.89% |
$38.2K - $45.4K
|
25.4K
$6.88M
|
|
|
Aug 27, 2025
Q4 2023
|
Seneca Financial Advisors LLC
Rochester, NY |
SELL
|
- |
-229- 2.73% |
$38.2K - $45.4K
|
8.16K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-230- 1.07% |
$38.4K - $45.6K
|
21.3K
$5.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-231- 1.27% |
$38.6K - $45.8K
|
18K
$4.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-234- 1.37% |
$39.1K - $46.4K
|
16.9K
$4.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-236- 0.49% |
$39.4K - $46.8K
|
48.2K
$13.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-237- 0.96% |
$39.6K - $47K
|
24.3K
$6.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-237- 1.03% |
$39.6K - $47K
|
22.7K
$6.17M
|