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
|
Sentry Investment Management LLC
|
SELL
|
- |
-331- 0.39% |
$55.2K - $65.6K
|
85K
$17M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-333- 1.71% |
$55.6K - $66K
|
19.2K
$3.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-333- 2.98% |
$55.6K - $66K
|
10.8K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-334- 2.24% |
$55.7K - $66.2K
|
14.5K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-335- 0.42% |
$55.9K - $66.4K
|
78.5K
$15.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-336- 5.87% |
$56.1K - $66.6K
|
5.39K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-337- 0.57% |
$56.2K - $66.8K
|
58.7K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-339- 0.82% |
$56.6K - $67.2K
|
41K
$8.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-339- 1.61% |
$56.6K - $67.2K
|
20.7K
$4.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-341- 0.77% |
$56.9K - $67.6K
|
44.2K
$8.85M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-342- 6.65% |
$57.1K - $67.8K
|
4.8K
$961K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-343- 2.37% |
$57.2K - $68K
|
14.1K
$2.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-344- 0.62% |
$57.4K - $68.1K
|
55.2K
$11M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-344- 4.27% |
$57.4K - $68.1K
|
7.72K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-345- 1.75% |
$57.6K - $68.3K
|
19.4K
$3.89M
|
|
|
May 19, 2025
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-345- 1.75% |
$57.6K - $68.3K
|
19.4K
$3.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-346- 1.26% |
$57.7K - $68.5K
|
27.2K
$5.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-347- 3.55% |
$57.9K - $68.7K
|
9.43K
$1.89M
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-349- 0.26% |
$58.2K - $69.1K
|
131K
$26.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-349- 2.72% |
$58.2K - $69.1K
|
12.5K
$2.5M
|
|
|
May 21, 2024
Q4 2023
|
Burr Financial Services, LLC
Pleasant Hill, CA |
SELL
|
- |
-350- 3.2% |
$58.4K - $69.3K
|
10.6K
$2.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-353- 1.38% |
$58.9K - $69.9K
|
25.3K
$5.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-355- 5.8% |
$59.2K - $70.3K
|
5.77K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-359- 0.62% |
$59.9K - $71.1K
|
57.7K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-360- 1.68% |
$60.1K - $71.3K
|
21.1K
$4.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-361- 0.29% |
$60.2K - $71.5K
|
125K
$25M
|
|
|
Jan 23, 2024
Q4 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-362- 0.47% |
$60.4K - $71.7K
|
77.3K
$15.5M
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-362- 0.21% |
$60.4K - $71.7K
|
172K
$34.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-363- 0.9% |
$60.6K - $71.9K
|
39.9K
$7.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-366- 0.17% |
$61.1K - $72.5K
|
210K
$42.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-368- 2.18% |
$61.4K - $72.9K
|
16.5K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-368- 0.32% |
$61.4K - $72.9K
|
113K
$22.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-370- 0.39% |
$61.7K - $73.3K
|
93.4K
$18.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-370- 0.77% |
$61.7K - $73.3K
|
47.9K
$9.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-371- 3.94% |
$61.9K - $73.5K
|
9.05K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-371- 0.23% |
$61.9K - $73.5K
|
163K
$32.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-372- 2.99% |
$62.1K - $73.7K
|
12.1K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-372- 2.05% |
$62.1K - $73.7K
|
17.8K
$3.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-373- 0.64% |
$62.2K - $73.9K
|
57.8K
$11.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-373- 1.75% |
$62.2K - $73.9K
|
21K
$4.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-374- 0.96% |
$62.4K - $74.1K
|
38.6K
$7.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-374- 13.51% |
$62.4K - $74.1K
|
2.39K
$480K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-374- 0.26% |
$62.4K - $74.1K
|
144K
$28.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-375- 0.78% |
$62.6K - $74.3K
|
47.8K
$9.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-375- 1.68% |
$62.6K - $74.3K
|
21.9K
$4.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-375- 1.82% |
$62.6K - $74.3K
|
20.2K
$4.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
SELL
|
- |
-377- 0.46% |
$62.9K - $74.7K
|
81.8K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-377- 3.13% |
$62.9K - $74.7K
|
11.7K
$2.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-379- 0.45% |
$63.3K - $75.1K
|
84.3K
$16.9M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-379- 0.45% |
$63.3K - $75.1K
|
84.3K
$16.9M
|