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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-700- 0.73% |
$117K - $139K
|
95.8K
$25.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-710- 0.85% |
$118K - $141K
|
82.5K
$22.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-713- 0.64% |
$119K - $141K
|
111K
$29.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-717- 0.88% |
$120K - $142K
|
80.5K
$21.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-719- 0.92% |
$120K - $142K
|
77.4K
$20.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-722- 1.96% |
$120K - $143K
|
36.1K
$9.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-723- 0.96% |
$121K - $143K
|
74.5K
$20M
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-724- 2.14% |
$121K - $143K
|
33.1K
$8.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-724- 0.54% |
$121K - $143K
|
134K
$35.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-725- 4.39% |
$121K - $144K
|
15.8K
$4.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-726- 3.04% |
$121K - $144K
|
23.1K
$6.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-727- 1.34% |
$121K - $144K
|
53.6K
$14.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-729- 3.79% |
$122K - $144K
|
18.5K
$4.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-730- 0.37% |
$122K - $145K
|
194K
$52.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-730- 3.71% |
$122K - $145K
|
18.9K
$5.09M
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-731- 2.41% |
$122K - $145K
|
29.5K
$7.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-733- 0.17% |
$122K - $145K
|
441K
$119M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-734- 6.48% |
$122K - $145K
|
10.6K
$2.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-734- 2.37% |
$122K - $145K
|
30.2K
$8.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-734- 15.09% |
$122K - $145K
|
4.13K
$1.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-735- 0.61% |
$123K - $146K
|
119K
$32.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-738- 1.68% |
$123K - $146K
|
43.2K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-738- 1.92% |
$123K - $146K
|
37.8K
$10.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-739- 4.21% |
$123K - $146K
|
16.8K
$4.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-739- 0.37% |
$123K - $146K
|
196K
$52.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-742- 0.35% |
$124K - $147K
|
209K
$56.2M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-743- 2.95% |
$124K - $147K
|
24.5K
$6.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-746- 13.69% |
$124K - $148K
|
4.7K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-750- 2.26% |
$125K - $149K
|
32.4K
$8.7M
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-750- 2.35% |
$125K - $149K
|
31.1K
$8.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-753- 2.46% |
$126K - $149K
|
29.9K
$8.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-754- 2.06% |
$126K - $149K
|
35.9K
$9.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-755- 1.88% |
$126K - $150K
|
39.4K
$10.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-755- 0.44% |
$126K - $150K
|
173K
$46.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-756- 5.53% |
$126K - $150K
|
12.9K
$3.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-758- 1.66% |
$127K - $150K
|
44.9K
$12.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-759- 0.79% |
$127K - $150K
|
95.1K
$25.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-762- 2.05% |
$127K - $151K
|
36.4K
$9.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-763- 8.66% |
$127K - $151K
|
8.05K
$2.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-764- 1.1% |
$128K - $151K
|
68.7K
$18.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-765- 2.6% |
$128K - $152K
|
28.7K
$7.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-767- 23.56% |
$128K - $152K
|
2.49K
$669K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-767- 0.82% |
$128K - $152K
|
92.3K
$24.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-767- 0.56% |
$128K - $152K
|
136K
$36.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-773- 7.78% |
$129K - $153K
|
9.17K
$2.46M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-774- 1.11% |
$129K - $153K
|
68.8K
$18.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-777- 2.32% |
$130K - $154K
|
32.8K
$8.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-780- 19.85% |
$130K - $155K
|
3.15K
$847K
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-780- 1.16% |
$130K - $155K
|
66.6K
$17.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-780- 17.52% |
$130K - $155K
|
3.67K
$987K
|