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 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.01K- 8.85% |
$168K - $199K
|
10.4K
$2.08M
|
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.01K- 0.66% |
$168K - $199K
|
152K
$30.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.01K- 9.64% |
$168K - $199K
|
9.44K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.01K- 36.64% |
$168K - $199K
|
1.74K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.01K- 18.83% |
$168K - $200K
|
4.35K
$870K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.01K- 2.15% |
$169K - $200K
|
45.9K
$9.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-1.01K- 0.82% |
$169K - $200K
|
122K
$24.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.02K- 0.57% |
$169K - $201K
|
176K
$35.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.02K- 1.46% |
$169K - $201K
|
68.7K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.02K- 1.56% |
$170K - $201K
|
64K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.02K- 34.49% |
$170K - $201K
|
1.93K
$387K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-1.02K- 7.7% |
$170K - $201K
|
12.2K
$2.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.02K- 1.0% |
$170K - $202K
|
101K
$20.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.02K- 1.67% |
$170K - $202K
|
60K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.03K- 0.83% |
$171K - $203K
|
123K
$24.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.03K- 0.28% |
$171K - $203K
|
368K
$73.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.03K- 4.79% |
$172K - $204K
|
20.4K
$4.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.03K- 3.08% |
$172K - $205K
|
32.5K
$6.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.04K- 2.52% |
$173K - $205K
|
40K
$8.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.04K- 2.85% |
$174K - $206K
|
35.5K
$7.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-1.04K- 1.48% |
$174K - $206K
|
69.3K
$13.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.04K- 0.34% |
$174K - $206K
|
305K
$61M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.04K- 1.66% |
$174K - $207K
|
61.8K
$12.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.05K- 1.94% |
$175K - $208K
|
52.9K
$10.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-1.05K- 1.71% |
$175K - $208K
|
60.4K
$12.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.06K- 2.52% |
$176K - $209K
|
40.8K
$8.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.06K- 4.96% |
$176K - $209K
|
20.3K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.06K- 1.59% |
$176K - $209K
|
65.5K
$13.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-1.06K- 4.61% |
$177K - $210K
|
21.9K
$4.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.06K- 8.64% |
$177K - $210K
|
11.2K
$2.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.06K- 1.79% |
$177K - $211K
|
58.5K
$11.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.06K- 1.77% |
$178K - $211K
|
59.2K
$11.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.07K- 3.38% |
$178K - $211K
|
30.4K
$6.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 0.93% |
$178K - $211K
|
113K
$22.7M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.07K- 0.8% |
$178K - $211K
|
132K
$26.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.07K- 0.31% |
$178K - $212K
|
344K
$69M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.07K- 0.86% |
$178K - $212K
|
124K
$24.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-1.07K- 1.24% |
$178K - $212K
|
85.2K
$17.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.07K- 4.09% |
$179K - $212K
|
25.1K
$5.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.07K- 2.1% |
$179K - $213K
|
50.1K
$10M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.08K- 4.61% |
$179K - $213K
|
22.2K
$4.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-1.08K- 4.94% |
$179K - $213K
|
20.7K
$4.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.08K- 2.9% |
$179K - $213K
|
36K
$7.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.08K- 5.86% |
$179K - $213K
|
17.3K
$3.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.08K- 10.68% |
$180K - $214K
|
9.04K
$1.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.09K- 1.96% |
$181K - $215K
|
54.2K
$10.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-1.09K- 3.98% |
$181K - $215K
|
26.2K
$5.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1.09K- 1.49% |
$182K - $216K
|
72.2K
$14.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-1.09K- 5.14% |
$182K - $216K
|
20.1K
$4.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.09K- 0.7% |
$182K - $217K
|
156K
$31.2M
|