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 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-983- 10.8% |
$164K - $195K
|
8.12K
$2.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-986- 1.93% |
$165K - $195K
|
50.1K
$13.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-987- 2.13% |
$165K - $196K
|
45.3K
$12.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-990- 2.24% |
$165K - $196K
|
43.2K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-995- 1.92% |
$166K - $197K
|
50.8K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-997- 2.52% |
$166K - $198K
|
38.5K
$10.4M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-999- 0.71% |
$167K - $198K
|
139K
$37.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-999- 4.11% |
$167K - $198K
|
23.3K
$6.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1K- 1.78% |
$167K - $198K
|
55.1K
$14.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1K- 3.31% |
$167K - $198K
|
29.3K
$7.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 31.25% |
$167K - $198K
|
2.2K
$591K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1K- 16.56% |
$167K - $198K
|
5.04K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1K- 0.96% |
$167K - $199K
|
104K
$27.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-1.01K- 6.06% |
$168K - $199K
|
15.6K
$4.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.01K- 8.85% |
$168K - $199K
|
10.4K
$2.78M
|
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.01K- 0.66% |
$168K - $199K
|
152K
$41M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.01K- 9.64% |
$168K - $199K
|
9.44K
$2.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.01K- 36.64% |
$168K - $199K
|
1.74K
$468K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.01K- 18.83% |
$168K - $200K
|
4.35K
$1.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.01K- 2.15% |
$169K - $200K
|
45.9K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-1.01K- 0.82% |
$169K - $200K
|
122K
$32.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.02K- 0.57% |
$169K - $201K
|
176K
$47.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.02K- 1.46% |
$169K - $201K
|
68.7K
$18.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.02K- 1.56% |
$170K - $201K
|
64K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.02K- 34.49% |
$170K - $201K
|
1.93K
$519K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-1.02K- 7.7% |
$170K - $201K
|
12.2K
$3.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.02K- 1.0% |
$170K - $202K
|
101K
$27.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.02K- 1.67% |
$170K - $202K
|
60K
$16.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.03K- 0.83% |
$171K - $203K
|
123K
$33M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.03K- 0.28% |
$171K - $203K
|
368K
$99M
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.03K- 4.79% |
$172K - $204K
|
20.4K
$5.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.03K- 3.08% |
$172K - $205K
|
32.5K
$8.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.04K- 2.52% |
$173K - $205K
|
40K
$10.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.04K- 2.85% |
$174K - $206K
|
35.5K
$9.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-1.04K- 1.48% |
$174K - $206K
|
69.3K
$18.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.04K- 0.34% |
$174K - $206K
|
305K
$81.9M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.04K- 1.66% |
$174K - $207K
|
61.8K
$16.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.05K- 1.94% |
$175K - $208K
|
52.9K
$14.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-1.05K- 1.71% |
$175K - $208K
|
60.4K
$16.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.06K- 2.52% |
$176K - $209K
|
40.8K
$11M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.06K- 4.96% |
$176K - $209K
|
20.3K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.06K- 1.59% |
$176K - $209K
|
65.5K
$17.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-1.06K- 4.61% |
$177K - $210K
|
21.9K
$5.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.06K- 8.64% |
$177K - $210K
|
11.2K
$3.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.06K- 1.79% |
$177K - $211K
|
58.5K
$15.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.06K- 1.77% |
$178K - $211K
|
59.2K
$15.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.07K- 3.38% |
$178K - $211K
|
30.4K
$8.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 0.93% |
$178K - $211K
|
113K
$30.4M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.07K- 0.8% |
$178K - $211K
|
132K
$35.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.07K- 0.31% |
$178K - $212K
|
344K
$92.5M
|