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 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-240- 1.1% |
$40.1K - $47.5K
|
21.5K
$5.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-240- 1.54% |
$40.1K - $47.5K
|
15.3K
$4.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
SELL
|
- |
-241- 0.71% |
$40.2K - $47.7K
|
33.8K
$9.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-241- 0.42% |
$40.2K - $47.7K
|
57.3K
$15.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-242- 0.35% |
$40.4K - $47.9K
|
69.7K
$18.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-242- 1.19% |
$40.4K - $47.9K
|
20.1K
$5.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-242- 0.95% |
$40.4K - $47.9K
|
25.2K
$6.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-243- 0.5% |
$40.6K - $48.1K
|
48.8K
$13.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-243- 0.26% |
$40.6K - $48.1K
|
93K
$25.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-243- 11.51% |
$40.6K - $48.1K
|
1.87K
$507K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-245- 0.74% |
$40.9K - $48.5K
|
32.9K
$8.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-245- 3.52% |
$40.9K - $48.5K
|
6.72K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-245- 0.38% |
$40.9K - $48.5K
|
64.3K
$17.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-245- 0.54% |
$40.9K - $48.5K
|
45.3K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-245- 0.52% |
$40.9K - $48.5K
|
46.5K
$12.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-246- 1.2% |
$41.1K - $48.7K
|
20.3K
$5.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-246- 0.47% |
$41.1K - $48.7K
|
52.5K
$14.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-248- 8.27% |
$41.4K - $49.1K
|
2.75K
$746K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-248- 0.26% |
$41.4K - $49.1K
|
95.1K
$25.8M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-248- 8.27% |
$41.4K - $49.1K
|
2.75K
$746K
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-249- 1.86% |
$41.6K - $49.3K
|
13.2K
$3.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-249- 0.6% |
$41.6K - $49.3K
|
41.2K
$11.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-250- 2.2% |
$41.7K - $49.5K
|
11.1K
$3.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-250- 0.57% |
$41.7K - $49.5K
|
44K
$11.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-250- 0.57% |
$41.7K - $49.5K
|
44K
$11.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-250- 4.51% |
$41.7K - $49.5K
|
5.29K
$1.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-251- 0.08% |
$41.9K - $49.7K
|
321K
$87.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-254- 1.61% |
$42.4K - $50.3K
|
15.5K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-254- 0.32% |
$42.4K - $50.3K
|
78K
$21.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-255- 0.9% |
$42.6K - $50.5K
|
28K
$7.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-255- 0.29% |
$42.6K - $50.5K
|
86.8K
$23.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-255- 0.17% |
$42.6K - $50.5K
|
146K
$39.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-256- 1.09% |
$42.7K - $50.7K
|
23.2K
$6.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-257- 1.35% |
$42.9K - $50.9K
|
18.7K
$5.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-257- 1.88% |
$42.9K - $50.9K
|
13.4K
$3.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-258- 2.09% |
$43.1K - $51.1K
|
12.1K
$3.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-258- 0.26% |
$43.1K - $51.1K
|
99.1K
$26.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-258- 0.6% |
$43.1K - $51.1K
|
42.5K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-258- 0.61% |
$43.1K - $51.1K
|
42K
$11.4M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-259- 1.71% |
$43.2K - $51.3K
|
14.9K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-260- 0.68% |
$43.4K - $51.5K
|
37.9K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-261- 0.61% |
$43.6K - $51.7K
|
42.8K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-261- 6.66% |
$43.6K - $51.7K
|
3.66K
$993K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-262- 1.2% |
$43.7K - $51.9K
|
21.5K
$5.85M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-263- 0.65% |
$43.9K - $52.1K
|
40.4K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-264- 4.18% |
$44.1K - $52.3K
|
6.05K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-264- 0.18% |
$44.1K - $52.3K
|
147K
$39.8M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-265- 0.92% |
$44.2K - $52.5K
|
28.7K
$7.79M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-265- 0.12% |
$44.2K - $52.5K
|
225K
$61.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-266- 0.39% |
$44.4K - $52.7K
|
67.9K
$18.4M
|