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 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-372- 2.99% |
$62.1K - $73.7K
|
12.1K
$3.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-372- 2.05% |
$62.1K - $73.7K
|
17.8K
$4.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-373- 0.64% |
$62.2K - $73.9K
|
57.8K
$15.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-373- 1.75% |
$62.2K - $73.9K
|
21K
$5.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-374- 0.96% |
$62.4K - $74.1K
|
38.6K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-374- 13.51% |
$62.4K - $74.1K
|
2.39K
$650K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-374- 0.26% |
$62.4K - $74.1K
|
144K
$39M
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-375- 0.78% |
$62.6K - $74.3K
|
47.8K
$13M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-375- 1.68% |
$62.6K - $74.3K
|
21.9K
$5.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-375- 1.82% |
$62.6K - $74.3K
|
20.2K
$5.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
SELL
|
- |
-377- 0.46% |
$62.9K - $74.7K
|
81.8K
$22.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-377- 3.13% |
$62.9K - $74.7K
|
11.7K
$3.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-379- 0.45% |
$63.3K - $75.1K
|
84.3K
$22.9M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-379- 0.45% |
$63.3K - $75.1K
|
84.3K
$22.9M
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-381- 0.48% |
$63.6K - $75.5K
|
78.4K
$21.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-382- 1.67% |
$63.8K - $75.7K
|
22.4K
$6.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-382- 4.28% |
$63.8K - $75.7K
|
8.54K
$2.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-383- 0.69% |
$63.9K - $75.9K
|
55.2K
$15M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-383- 7.84% |
$63.9K - $75.9K
|
4.5K
$1.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-383- 1.89% |
$63.9K - $75.9K
|
19.9K
$5.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-383- 0.6% |
$63.9K - $75.9K
|
63.4K
$17.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-385- 0.33% |
$64.3K - $76.3K
|
118K
$31.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-385- 1.15% |
$64.3K - $76.3K
|
33.1K
$8.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-387- 1.89% |
$64.6K - $76.7K
|
20.1K
$5.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-388- 0.46% |
$64.8K - $76.9K
|
84.8K
$23M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-388- 0.68% |
$64.8K - $76.9K
|
56.9K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-388- 83.08% |
$64.8K - $76.9K
|
79
$21.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-389- 1.07% |
$64.9K - $77.1K
|
36K
$9.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-389- 1.2% |
$64.9K - $77.1K
|
31.9K
$8.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-389- 2.87% |
$64.9K - $77.1K
|
13.2K
$3.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-394- 1.72% |
$65.8K - $78.1K
|
22.5K
$6.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-395- 3.57% |
$65.9K - $78.3K
|
10.7K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-395- 3.15% |
$65.9K - $78.3K
|
12.1K
$3.29M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-395- 4.89% |
$65.9K - $78.3K
|
7.69K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Dempze Nancy E
|
SELL
|
- |
-399- 1.29% |
$66.6K - $79K
|
30.5K
$8.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-401- 0.61% |
$66.9K - $79.4K
|
64.9K
$17.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-401- 2.71% |
$66.9K - $79.4K
|
14.4K
$3.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-402- 1.36% |
$67.1K - $79.6K
|
29.1K
$7.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-404- 0.86% |
$67.4K - $80K
|
46.8K
$12.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-406- 12.37% |
$67.8K - $80.4K
|
2.88K
$780K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-413- 1.02% |
$68.9K - $81.8K
|
40.3K
$10.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-415- 0.77% |
$69.3K - $82.2K
|
53.3K
$14.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-415- 3.27% |
$69.3K - $82.2K
|
12.3K
$3.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-415- 1.36% |
$69.3K - $82.2K
|
30.1K
$8.17M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-417- 2.55% |
$69.6K - $82.6K
|
15.9K
$4.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-418- 2.45% |
$69.8K - $82.8K
|
16.7K
$4.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-420- 40.0% |
$70.1K - $83.2K
|
630
$171K
|
|
|
Jan 10, 2024
Q4 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-422- 0.58% |
$70.4K - $83.6K
|
72.3K
$19.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-422- 0.41% |
$70.4K - $83.6K
|
102K
$27.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-423- 0.24% |
$70.6K - $83.8K
|
172K
$46.8M
|