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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-572- 0.9% |
$95.5K - $113K
|
62.8K
$12.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-574- 10.66% |
$95.8K - $114K
|
4.81K
$964K
|
|
|
Feb 13, 2024
Q4 2023
|
Valueworks LLC
New York, NY |
SELL
|
- |
-575- 2.47% |
$96K - $114K
|
22.7K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-579- 6.32% |
$96.6K - $115K
|
8.59K
$1.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-580- 0.46% |
$96.8K - $115K
|
126K
$25.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-580- 2.15% |
$96.8K - $115K
|
26.4K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-581- 0.84% |
$97K - $115K
|
68.3K
$13.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-582- 0.43% |
$97.1K - $115K
|
136K
$27.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-582- 1.53% |
$97.1K - $115K
|
37.4K
$7.49M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-586- 3.79% |
$97.8K - $116K
|
14.9K
$2.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-587- 3.33% |
$98K - $116K
|
17.1K
$3.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-588- 8.43% |
$98.1K - $116K
|
6.39K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-588- 1.17% |
$98.1K - $116K
|
49.7K
$9.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-588- 3.84% |
$98.1K - $116K
|
14.7K
$2.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-591- 0.45% |
$98.6K - $117K
|
131K
$26.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-595- 0.8% |
$99.3K - $118K
|
73.8K
$14.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-596- 0.93% |
$99.5K - $118K
|
63.3K
$12.7M
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-598- 2.64% |
$99.8K - $118K
|
22.1K
$4.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-599- 0.21% |
$100K - $119K
|
289K
$57.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-600- 3.41% |
$100K - $119K
|
17K
$3.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-601- 1.06% |
$100K - $119K
|
55.9K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-601- 0.84% |
$100K - $119K
|
70.6K
$14.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-606- 3.19% |
$101K - $120K
|
18.4K
$3.69M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-608- 0.57% |
$101K - $120K
|
105K
$21.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-609- 0.83% |
$102K - $121K
|
73.1K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-609- 2.45% |
$102K - $121K
|
24.3K
$4.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-610- 1.66% |
$102K - $121K
|
36.1K
$7.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-613- 20.12% |
$102K - $121K
|
2.43K
$488K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-617- 2.21% |
$103K - $122K
|
27.4K
$5.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-617- 7.02% |
$103K - $122K
|
8.17K
$1.64M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-618- 2.03% |
$103K - $122K
|
29.8K
$5.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-620- 0.37% |
$103K - $123K
|
165K
$33.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-623- 0.62% |
$104K - $123K
|
99.5K
$19.9M
|
|
|
May 19, 2025
Q4 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-624- 8.17% |
$104K - $124K
|
7.02K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-628- 0.73% |
$105K - $124K
|
85.3K
$17.1M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-629- 5.01% |
$105K - $125K
|
11.9K
$2.39M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-630- 2.72% |
$105K - $125K
|
22.5K
$4.51M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-630- 0.67% |
$105K - $125K
|
92.9K
$18.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-630- 4.06% |
$105K - $125K
|
14.9K
$2.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-631- 0.62% |
$105K - $125K
|
101K
$20.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-631- 0.92% |
$105K - $125K
|
67.6K
$13.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-635- 0.33% |
$106K - $126K
|
191K
$38.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-636- 0.84% |
$106K - $126K
|
75.3K
$15.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-637- 1.14% |
$106K - $126K
|
55.3K
$11.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-640- 1.42% |
$107K - $127K
|
44.4K
$8.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-642- 30.48% |
$107K - $127K
|
1.46K
$293K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-645- 0.94% |
$108K - $128K
|
68.3K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-647- 2.58% |
$108K - $128K
|
24.5K
$4.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-649- 2.13% |
$108K - $129K
|
29.8K
$5.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-649- 1.31% |
$108K - $129K
|
48.9K
$9.8M
|