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 22, 2024
Q4 2023
|
Bonness Enterprises Inc
|
SELL
|
- |
-500- 0.91% |
$83.4K - $99.1K
|
54.4K
$14.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 1.99% |
$83.4K - $99.1K
|
24.6K
$6.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-500- 0.63% |
$83.4K - $99.1K
|
78.9K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Avalon Global Asset Management LLC
San Francisco, CA |
SELL
|
- |
-500- 0.64% |
$83.4K - $99.1K
|
77.9K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-500- 21.27% |
$83.4K - $99.1K
|
1.85K
$502K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-501- 0.54% |
$83.6K - $99.3K
|
92.4K
$25.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-503- 0.79% |
$83.9K - $99.6K
|
63.3K
$17.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-504- 2.28% |
$84.1K - $99.8K
|
21.6K
$5.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-505- 0.65% |
$84.3K - $100K
|
77.6K
$21M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-505- 0.54% |
$84.3K - $100K
|
92.3K
$25M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-505- 0.65% |
$84.3K - $100K
|
77.6K
$21M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-506- 2.47% |
$84.4K - $100K
|
20K
$5.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-510- 0.18% |
$85.1K - $101K
|
283K
$76.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-510- 1.39% |
$85.1K - $101K
|
36.2K
$9.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-510- 0.89% |
$85.1K - $101K
|
56.7K
$15.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-511- 1.75% |
$85.3K - $101K
|
28.6K
$7.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-511- 0.88% |
$85.3K - $101K
|
57.8K
$15.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-511- 13.13% |
$85.3K - $101K
|
3.38K
$917K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-513- 1.43% |
$85.6K - $102K
|
35.5K
$9.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-516- 6.45% |
$86.1K - $102K
|
7.49K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-516- 1.82% |
$86.1K - $102K
|
27.9K
$7.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-518- 4.34% |
$86.4K - $103K
|
11.4K
$3.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-520- 1.63% |
$86.8K - $103K
|
31.3K
$8.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-520- 1.5% |
$86.8K - $103K
|
34.2K
$9.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-520- 0.19% |
$86.8K - $103K
|
268K
$72.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-522- 2.99% |
$87.1K - $103K
|
16.9K
$4.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Advisors, LLC
|
SELL
|
- |
-522- 11.93% |
$87.1K - $103K
|
3.86K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-523- 0.42% |
$87.3K - $104K
|
124K
$33.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-524- 1.24% |
$87.5K - $104K
|
41.8K
$11.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-530- 3.61% |
$88.5K - $105K
|
14.2K
$3.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-530- 1.14% |
$88.5K - $105K
|
46K
$12.5M
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-530- 0.75% |
$88.5K - $105K
|
70.4K
$19.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-532- 0.38% |
$88.8K - $105K
|
138K
$37.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-532- 1.7% |
$88.8K - $105K
|
30.7K
$8.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-534- 0.32% |
$89.1K - $106K
|
169K
$45.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-536- 0.86% |
$89.5K - $106K
|
61.8K
$16.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-536- 0.94% |
$89.5K - $106K
|
56.5K
$15.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-536- 0.75% |
$89.5K - $106K
|
70.5K
$19.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-537- 32.02% |
$89.6K - $106K
|
1.14K
$309K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-537- 3.35% |
$89.6K - $106K
|
15.5K
$4.21M
|
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-537- 2.48% |
$89.6K - $106K
|
21.1K
$5.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-540- 3.18% |
$90.1K - $107K
|
16.4K
$4.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-541- 0.77% |
$90.3K - $107K
|
69.3K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-542- 6.22% |
$90.5K - $107K
|
8.17K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-543- 0.32% |
$90.6K - $108K
|
167K
$45.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-544- 7.27% |
$90.8K - $108K
|
6.94K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-544- 5.25% |
$90.8K - $108K
|
9.82K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-545- 5.29% |
$91K - $108K
|
9.76K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-546- 8.62% |
$91.1K - $108K
|
5.79K
$1.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-548- 0.22% |
$91.5K - $109K
|
245K
$66.5M
|