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 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-451- 4.34% |
$75.3K - $89.3K
|
9.95K
$1.99M
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-452- 0.3% |
$75.4K - $89.5K
|
149K
$29.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-452- 8.87% |
$75.4K - $89.5K
|
4.65K
$930K
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-452- 4.38% |
$75.4K - $89.5K
|
9.86K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-452- 0.1% |
$75.4K - $89.5K
|
456K
$91.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Sitrin Capital Management LLC
|
SELL
|
- |
-454- 1.15% |
$75.8K - $89.9K
|
39.2K
$7.84M
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-454- 1.26% |
$75.8K - $89.9K
|
35.6K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-455- 0.55% |
$75.9K - $90.1K
|
82.9K
$16.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-457- 0.35% |
$76.3K - $90.5K
|
130K
$26M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-463- 0.54% |
$77.3K - $91.7K
|
84.7K
$17M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-466- 0.72% |
$77.8K - $92.3K
|
64.3K
$12.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-467- 0.48% |
$77.9K - $92.5K
|
96K
$19.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-467- 0.29% |
$77.9K - $92.5K
|
160K
$32.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-468- 2.44% |
$78.1K - $92.7K
|
18.7K
$3.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-469- 1.33% |
$78.3K - $92.9K
|
34.8K
$6.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-469- 2.12% |
$78.3K - $92.9K
|
21.7K
$4.34M
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-470- 1.59% |
$78.4K - $93.1K
|
29K
$5.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-471- 1.46% |
$78.6K - $93.3K
|
31.7K
$6.35M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-472- 0.53% |
$78.8K - $93.5K
|
89K
$17.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
SELL
|
- |
-478- 9.51% |
$79.8K - $94.7K
|
4.55K
$911K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-479- 0.36% |
$79.9K - $94.9K
|
131K
$26.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-480- 0.92% |
$80.1K - $95.1K
|
51.9K
$10.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-480- 0.43% |
$80.1K - $95.1K
|
111K
$22.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-481- 3.71% |
$80.3K - $95.3K
|
12.5K
$2.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-483- 0.42% |
$80.6K - $95.7K
|
115K
$23M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-484- 10.05% |
$80.8K - $95.9K
|
4.33K
$868K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-487- 1.51% |
$81.3K - $96.5K
|
31.8K
$6.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-487- 0.52% |
$81.3K - $96.5K
|
93.8K
$18.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-488- 1.08% |
$81.4K - $96.7K
|
44.6K
$8.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-488- 4.01% |
$81.4K - $96.7K
|
11.7K
$2.34M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-490- 0.77% |
$81.8K - $97.1K
|
62.8K
$12.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-494- 1.21% |
$82.4K - $97.9K
|
40.5K
$8.11M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-496- 1.03% |
$82.8K - $98.3K
|
47.8K
$9.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-497- 2.01% |
$82.9K - $98.5K
|
24.2K
$4.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-498- 2.23% |
$83.1K - $98.7K
|
21.8K
$4.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-499- 37.55% |
$83.3K - $98.9K
|
830
$166K
|
|
|
Jan 22, 2024
Q4 2023
|
Bonness Enterprises Inc
|
SELL
|
- |
-500- 0.91% |
$83.4K - $99.1K
|
54.4K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 1.99% |
$83.4K - $99.1K
|
24.6K
$4.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-500- 0.63% |
$83.4K - $99.1K
|
78.9K
$15.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Avalon Global Asset Management LLC
San Francisco, CA |
SELL
|
- |
-500- 0.64% |
$83.4K - $99.1K
|
77.9K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-500- 21.27% |
$83.4K - $99.1K
|
1.85K
$371K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-501- 0.54% |
$83.6K - $99.3K
|
92.4K
$18.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-503- 0.79% |
$83.9K - $99.6K
|
63.3K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-504- 2.28% |
$84.1K - $99.8K
|
21.6K
$4.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-505- 0.65% |
$84.3K - $100K
|
77.6K
$15.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-505- 0.54% |
$84.3K - $100K
|
92.3K
$18.5M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-505- 0.65% |
$84.3K - $100K
|
77.6K
$15.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-506- 2.47% |
$84.4K - $100K
|
20K
$4M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-510- 0.18% |
$85.1K - $101K
|
283K
$56.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-510- 1.39% |
$85.1K - $101K
|
36.2K
$7.25M
|