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 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-801- 3.63% |
$134K - $159K
|
21.3K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-801- 0.61% |
$134K - $159K
|
131K
$26.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-803- 0.81% |
$134K - $159K
|
98.6K
$19.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-805- 12.41% |
$134K - $159K
|
5.68K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-806- 3.14% |
$135K - $160K
|
24.8K
$4.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-808- 1.71% |
$135K - $160K
|
46.3K
$9.28M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-809- 3.76% |
$135K - $160K
|
20.7K
$4.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-810- 2.32% |
$135K - $160K
|
34.1K
$6.83M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-813- 3.5% |
$136K - $161K
|
22.4K
$4.5M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-814- 1.11% |
$136K - $161K
|
72.2K
$14.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-815- 12.72% |
$136K - $161K
|
5.59K
$1.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-817- 1.2% |
$136K - $162K
|
67.1K
$13.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-817- 1.57% |
$136K - $162K
|
51.4K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-820- 0.34% |
$137K - $162K
|
244K
$48.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-821- 0.46% |
$137K - $163K
|
177K
$35.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-829- 1.1% |
$138K - $164K
|
74.4K
$14.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-829- 4.07% |
$138K - $164K
|
19.5K
$3.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-830- 0.97% |
$139K - $164K
|
84.7K
$17M
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-831- 3.1% |
$139K - $165K
|
26K
$5.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-834- 5.44% |
$139K - $165K
|
14.5K
$2.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-835- 6.62% |
$139K - $165K
|
11.8K
$2.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-837- 3.7% |
$140K - $166K
|
21.8K
$4.37M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-838- 1.43% |
$140K - $166K
|
57.9K
$11.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-840- 1.16% |
$140K - $166K
|
71.9K
$14.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-841- 1.84% |
$140K - $167K
|
44.8K
$8.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-842- 3.63% |
$141K - $167K
|
22.4K
$4.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-842- 1.42% |
$141K - $167K
|
58.5K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-848- 1.87% |
$142K - $168K
|
44.5K
$8.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-851- 1.39% |
$142K - $169K
|
60.3K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-851- 1.99% |
$142K - $169K
|
41.8K
$8.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-855- 3.07% |
$143K - $169K
|
27K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-855- 28.66% |
$143K - $169K
|
2.13K
$426K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-857- 4.23% |
$143K - $170K
|
19.4K
$3.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-859- 1.55% |
$143K - $170K
|
54.6K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-860- 0.73% |
$144K - $170K
|
118K
$23.5M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-860- 0.73% |
$144K - $170K
|
118K
$23.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
- |
-864- 0.57% |
$144K - $171K
|
152K
$30.4M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-865- 3.42% |
$144K - $171K
|
24.4K
$4.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-866- 1.7% |
$145K - $172K
|
50.1K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-868- 0.36% |
$145K - $172K
|
239K
$47.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-870- 0.82% |
$145K - $172K
|
105K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-875- 11.08% |
$146K - $173K
|
7.03K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-877- 1.88% |
$146K - $174K
|
45.8K
$9.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-879- 0.7% |
$147K - $174K
|
125K
$25.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-880- 2.39% |
$147K - $174K
|
36K
$7.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-885- 1.3% |
$148K - $175K
|
67.3K
$13.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-888- 1.07% |
$148K - $176K
|
82K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-890- 0.95% |
$149K - $176K
|
92.6K
$18.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-891- 3.83% |
$149K - $177K
|
22.4K
$4.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-896- 0.98% |
$150K - $178K
|
90.4K
$18.1M
|