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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q4 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-902- 0.96% |
$151K - $179K
|
92.7K
$18.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-905- 1.72% |
$151K - $179K
|
51.6K
$10.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-906- 0.81% |
$151K - $179K
|
110K
$22.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-907- 1.35% |
$151K - $180K
|
66.1K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-911- 2.52% |
$152K - $180K
|
35.3K
$7.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Saybrook Capital
|
SELL
|
- |
-913- 0.48% |
$152K - $181K
|
190K
$38M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-918- 3.96% |
$153K - $182K
|
22.2K
$4.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-924- 1.55% |
$154K - $183K
|
58.8K
$11.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-927- 1.07% |
$155K - $184K
|
85.8K
$17.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-927- 2.32% |
$155K - $184K
|
39K
$7.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-928- 5.83% |
$155K - $184K
|
15K
$3M
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-934- 5.71% |
$156K - $185K
|
15.4K
$3.09M
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-935- 1.13% |
$156K - $185K
|
82.1K
$16.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-939- 0.45% |
$157K - $186K
|
207K
$41.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-941- 1.68% |
$157K - $186K
|
55.2K
$11.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-946- 7.2% |
$158K - $187K
|
12.2K
$2.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-949- 1.22% |
$158K - $188K
|
76.7K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-949- 0.55% |
$158K - $188K
|
171K
$34.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-950- 2.55% |
$159K - $188K
|
36.3K
$7.28M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-951- 1.54% |
$159K - $188K
|
60.9K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-952- 1.55% |
$159K - $189K
|
60.3K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-953- 0.06% |
$159K - $189K
|
1.48M
$297M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-955- 3.82% |
$159K - $189K
|
24.1K
$4.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-959- 1.72% |
$160K - $190K
|
54.9K
$11M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-959- 0.75% |
$160K - $190K
|
128K
$25.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-959- 5.12% |
$160K - $190K
|
17.8K
$3.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-961- 16.13% |
$160K - $190K
|
5K
$1M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-964- 2.09% |
$161K - $191K
|
45.2K
$9.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-964- 2.16% |
$161K - $191K
|
43.7K
$8.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-965- 1.08% |
$161K - $191K
|
88.1K
$17.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-968- 1.52% |
$162K - $192K
|
62.7K
$12.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-973- 4.91% |
$162K - $193K
|
18.8K
$3.77M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-975- 2.61% |
$163K - $193K
|
36.4K
$7.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-976- 0.57% |
$163K - $193K
|
171K
$34.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-976- 0.8% |
$163K - $193K
|
121K
$24.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-978- 0.54% |
$163K - $194K
|
180K
$36.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-983- 10.8% |
$164K - $195K
|
8.12K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-986- 1.93% |
$165K - $195K
|
50.1K
$10M
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-987- 2.13% |
$165K - $196K
|
45.3K
$9.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-990- 2.24% |
$165K - $196K
|
43.2K
$8.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-995- 1.92% |
$166K - $197K
|
50.8K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-997- 2.52% |
$166K - $198K
|
38.5K
$7.72M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-999- 0.71% |
$167K - $198K
|
139K
$27.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-999- 4.11% |
$167K - $198K
|
23.3K
$4.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1K- 1.78% |
$167K - $198K
|
55.1K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1K- 3.31% |
$167K - $198K
|
29.3K
$5.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 31.25% |
$167K - $198K
|
2.2K
$441K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1K- 16.56% |
$167K - $198K
|
5.04K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1K- 0.96% |
$167K - $199K
|
104K
$20.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-1.01K- 6.06% |
$168K - $199K
|
15.6K
$3.12M
|