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 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-630- 2.72% |
$105K - $125K
|
22.5K
$6.11M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-630- 0.67% |
$105K - $125K
|
92.9K
$25.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-630- 4.06% |
$105K - $125K
|
14.9K
$4.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-631- 0.62% |
$105K - $125K
|
101K
$27.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-631- 0.92% |
$105K - $125K
|
67.6K
$18.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-635- 0.33% |
$106K - $126K
|
191K
$51.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-636- 0.84% |
$106K - $126K
|
75.3K
$20.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-637- 1.14% |
$106K - $126K
|
55.3K
$15M
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-640- 1.42% |
$107K - $127K
|
44.4K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-642- 30.48% |
$107K - $127K
|
1.46K
$397K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-645- 0.94% |
$108K - $128K
|
68.3K
$18.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-647- 2.58% |
$108K - $128K
|
24.5K
$6.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-649- 2.13% |
$108K - $129K
|
29.8K
$8.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-649- 1.31% |
$108K - $129K
|
48.9K
$13.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-650- 0.86% |
$108K - $129K
|
74.9K
$20.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-651- 10.13% |
$109K - $129K
|
5.78K
$1.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-653- 0.77% |
$109K - $129K
|
83.8K
$22.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-653- 4.22% |
$109K - $129K
|
14.8K
$4.03M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
SELL
|
- |
-654- 0.93% |
$109K - $130K
|
69.7K
$18.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-655- 4.08% |
$109K - $130K
|
15.4K
$4.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-659- 0.97% |
$110K - $131K
|
67.1K
$18.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-659- 0.7% |
$110K - $131K
|
94K
$25.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-662- 1.71% |
$110K - $131K
|
38K
$10.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Emory University
Atlanta, GA |
SELL
|
- |
-667- 33.76% |
$111K - $132K
|
1.31K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-669- 0.91% |
$112K - $133K
|
72.6K
$19.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-670- 0.91% |
$112K - $133K
|
73.3K
$19.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-670- 5.03% |
$112K - $133K
|
12.6K
$3.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-670- 1.45% |
$112K - $133K
|
45.7K
$12.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-671- 3.13% |
$112K - $133K
|
20.8K
$5.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-671- 1.61% |
$112K - $133K
|
41.1K
$11.2M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-671- 5.19% |
$112K - $133K
|
12.3K
$3.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-674- 1.95% |
$112K - $134K
|
33.9K
$9.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-675- 0.45% |
$113K - $134K
|
148K
$40.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-676- 0.25% |
$113K - $134K
|
268K
$72.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-677- 0.31% |
$113K - $134K
|
219K
$59.5M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-677- 18.02% |
$113K - $134K
|
3.08K
$836K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-678- 1.65% |
$113K - $134K
|
40.3K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-679- 2.26% |
$113K - $135K
|
29.3K
$7.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-686- 10.25% |
$114K - $136K
|
6.01K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-687- 0.26% |
$115K - $136K
|
262K
$71.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-688- 0.39% |
$115K - $136K
|
177K
$47.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-690- 33.53% |
$115K - $137K
|
1.37K
$371K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-691- 2.77% |
$115K - $137K
|
24.2K
$6.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-691- 0.74% |
$115K - $137K
|
92.9K
$25.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-696- 1.59% |
$116K - $138K
|
43.1K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-696- 3.01% |
$116K - $138K
|
22.4K
$6.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-698- 6.54% |
$116K - $138K
|
9.97K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-698- 1.64% |
$116K - $138K
|
42K
$11.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-699- 2.14% |
$117K - $138K
|
32K
$8.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-700- 12.03% |
$117K - $139K
|
5.12K
$1.39M
|