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 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.09K- 1.93% |
$183K - $217K
|
55.5K
$11.1M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-1.1K- 11.59% |
$183K - $217K
|
8.36K
$1.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.1K- 3.91% |
$184K - $218K
|
27K
$5.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1.1K- 3.42% |
$184K - $218K
|
31K
$6.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.1K- 4.8% |
$184K - $218K
|
21.8K
$4.37M
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-1.1K- 8.61% |
$184K - $218K
|
11.7K
$2.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.1K- 5.11% |
$184K - $219K
|
20.5K
$4.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.11K- 19.35% |
$184K - $219K
|
4.61K
$923K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.11K- 4.04% |
$185K - $219K
|
26.3K
$5.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 12.43% |
$185K - $219K
|
7.8K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.11K- 7.3% |
$185K - $219K
|
14.1K
$2.81M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.11K- 10.24% |
$185K - $219K
|
9.7K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.11K- 1.85% |
$185K - $220K
|
58.9K
$11.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-1.11K- 1.26% |
$185K - $220K
|
87K
$17.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.11K- 4.26% |
$186K - $220K
|
25K
$5.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.11K- 4.69% |
$186K - $221K
|
22.6K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.11K- 4.0% |
$186K - $221K
|
26.7K
$5.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.12K- 19.16% |
$186K - $221K
|
4.71K
$943K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.12K- 0.24% |
$186K - $221K
|
463K
$92.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.12K- 5.27% |
$186K - $221K
|
20.1K
$4.03M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.12K- 3.88% |
$187K - $222K
|
27.8K
$5.57M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.12K- 6.57% |
$187K - $222K
|
16K
$3.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.12K- 1.55% |
$187K - $222K
|
71.6K
$14.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-1.13K- 6.86% |
$188K - $223K
|
15.3K
$3.07M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.13K- 7.98% |
$188K - $224K
|
13K
$2.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.13K- 8.04% |
$189K - $224K
|
12.9K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.13K- 4.46% |
$189K - $224K
|
24.2K
$4.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.13K- 2.29% |
$189K - $224K
|
48.2K
$9.65M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.14K- 6.44% |
$190K - $225K
|
16.5K
$3.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.14K- 4.41% |
$190K - $226K
|
24.7K
$4.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.15K- 0.86% |
$191K - $227K
|
133K
$26.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.15K- 3.82% |
$192K - $227K
|
28.9K
$5.79M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.15K- 6.84% |
$192K - $228K
|
15.7K
$3.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-1.15K- 1.97% |
$192K - $228K
|
57.3K
$11.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.15K- 1.82% |
$192K - $228K
|
62.1K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.16K- 2.08% |
$193K - $229K
|
54.5K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.16K- 0.71% |
$193K - $230K
|
162K
$32.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.16K- 33.77% |
$194K - $230K
|
2.28K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.16K- 0.5% |
$194K - $231K
|
230K
$46M
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-1.17K- 3.25% |
$194K - $231K
|
34.7K
$6.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.17K- 1.5% |
$195K - $231K
|
76.5K
$15.3M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.17K- 35.13% |
$196K - $232K
|
2.16K
$433K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-1.17K- 1.16% |
$196K - $232K
|
99.7K
$20M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 2.92% |
$196K - $233K
|
39.1K
$7.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.18K- 2.03% |
$197K - $234K
|
57K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.18K- 4.4% |
$197K - $234K
|
25.6K
$5.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.19K- 2.56% |
$199K - $236K
|
45.4K
$9.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.19K- 1.24% |
$199K - $236K
|
95.1K
$19M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.2K- 0.52% |
$200K - $237K
|
229K
$45.9M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.2K- 1.55% |
$200K - $237K
|
75.9K
$15.2M
|