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
|
Stolper CO
|
SELL
|
- |
-266- 0.39% |
$44.4K - $52.7K
|
67.9K
$18.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
SELL
|
- |
-266- 5.28% |
$44.4K - $52.7K
|
4.77K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-268- 2.38% |
$44.7K - $53.1K
|
11K
$2.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-268- 1.36% |
$44.7K - $53.1K
|
19.5K
$5.29M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-270- 1.56% |
$45.1K - $53.5K
|
17K
$4.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-270- 0.75% |
$45.1K - $53.5K
|
35.9K
$9.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-272- 0.28% |
$45.4K - $53.9K
|
97.1K
$26.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-274- 0.13% |
$45.7K - $54.3K
|
213K
$57.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-275- 0.51% |
$45.9K - $54.5K
|
53.4K
$14.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-275- 2.33% |
$45.9K - $54.5K
|
11.5K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-275- 4.83% |
$45.9K - $54.5K
|
5.42K
$1.47M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-276- 0.61% |
$46.1K - $54.7K
|
45K
$12.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-276- 2.45% |
$46.1K - $54.7K
|
11K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-276- 2.5% |
$46.1K - $54.7K
|
10.8K
$2.92M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-276- 1.72% |
$46.1K - $54.7K
|
15.8K
$4.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-277- 1.53% |
$46.2K - $54.9K
|
17.8K
$4.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-278- 1.75% |
$46.4K - $55.1K
|
15.6K
$4.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-279- 0.6% |
$46.6K - $55.3K
|
45.9K
$12.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-280- 7.39% |
$46.7K - $55.5K
|
3.51K
$952K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-281- 0.8% |
$46.9K - $55.7K
|
34.7K
$9.41M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-282- 1.06% |
$47.1K - $55.9K
|
26.3K
$7.15M
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-284- 1.06% |
$47.4K - $56.3K
|
26.5K
$7.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-284- 0.33% |
$47.4K - $56.3K
|
85.9K
$23.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-284- 2.08% |
$47.4K - $56.3K
|
13.4K
$3.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-285- 1.27% |
$47.6K - $56.5K
|
22.2K
$6.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-286- 0.23% |
$47.7K - $56.7K
|
126K
$34.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-286- 1.57% |
$47.7K - $56.7K
|
17.9K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-287- 0.59% |
$47.9K - $56.9K
|
48.6K
$13.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-287- 0.5% |
$47.9K - $56.9K
|
57.4K
$15.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-289- 11.85% |
$48.2K - $57.3K
|
2.15K
$583K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-289- 1.77% |
$48.2K - $57.3K
|
16K
$4.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-291- 5.28% |
$48.6K - $57.7K
|
5.22K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-292- 4.78% |
$48.7K - $57.8K
|
5.82K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-293- 1.13% |
$48.9K - $58K
|
25.6K
$6.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-295- 4.96% |
$49.2K - $58.4K
|
5.66K
$1.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-295- 0.98% |
$49.2K - $58.4K
|
29.8K
$8.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-295- 5.29% |
$49.2K - $58.4K
|
5.28K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-296- 1.39% |
$49.4K - $58.6K
|
21K
$5.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Glynn Capital Management LLC
|
SELL
|
- |
-297- 0.92% |
$49.6K - $58.8K
|
32K
$8.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-297- 9.06% |
$49.6K - $58.8K
|
2.98K
$809K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-298- 0.53% |
$49.7K - $59K
|
56K
$15.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-298- 1.77% |
$49.7K - $59K
|
16.5K
$4.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-300- 3.59% |
$50.1K - $59.4K
|
8.07K
$2.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-300- 0.61% |
$50.1K - $59.4K
|
48.7K
$13.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-300- 17.34% |
$50.1K - $59.4K
|
1.43K
$388K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-300- 1.32% |
$50.1K - $59.4K
|
22.5K
$6.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-300- 1.66% |
$50.1K - $59.4K
|
17.8K
$4.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-304- 1.23% |
$50.7K - $60.2K
|
24.3K
$6.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-304- 0.15% |
$50.7K - $60.2K
|
206K
$55.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-307- 1.4% |
$51.2K - $60.8K
|
21.6K
$5.87M
|