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 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.07K- 0.86% |
$178K - $212K
|
124K
$33.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-1.07K- 1.24% |
$178K - $212K
|
85.2K
$22.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.07K- 4.09% |
$179K - $212K
|
25.1K
$6.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.07K- 2.1% |
$179K - $213K
|
50.1K
$13.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.08K- 4.61% |
$179K - $213K
|
22.2K
$5.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-1.08K- 4.94% |
$179K - $213K
|
20.7K
$5.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.08K- 2.9% |
$179K - $213K
|
36K
$9.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.08K- 5.86% |
$179K - $213K
|
17.3K
$4.64M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.08K- 10.68% |
$180K - $214K
|
9.04K
$2.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.09K- 1.96% |
$181K - $215K
|
54.2K
$14.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-1.09K- 3.98% |
$181K - $215K
|
26.2K
$7.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1.09K- 1.49% |
$182K - $216K
|
72.2K
$19.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-1.09K- 5.14% |
$182K - $216K
|
20.1K
$5.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.09K- 0.7% |
$182K - $217K
|
156K
$41.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.09K- 1.93% |
$183K - $217K
|
55.5K
$14.9M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-1.1K- 11.59% |
$183K - $217K
|
8.36K
$2.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.1K- 3.91% |
$184K - $218K
|
27K
$7.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1.1K- 3.42% |
$184K - $218K
|
31K
$8.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.1K- 4.8% |
$184K - $218K
|
21.8K
$5.86M
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-1.1K- 8.61% |
$184K - $218K
|
11.7K
$3.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.1K- 5.11% |
$184K - $219K
|
20.5K
$5.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.11K- 19.35% |
$184K - $219K
|
4.61K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.11K- 4.04% |
$185K - $219K
|
26.3K
$7.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 12.43% |
$185K - $219K
|
7.8K
$2.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.11K- 7.3% |
$185K - $219K
|
14.1K
$3.78M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.11K- 10.24% |
$185K - $219K
|
9.7K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.11K- 1.85% |
$185K - $220K
|
58.9K
$15.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-1.11K- 1.26% |
$185K - $220K
|
87K
$23.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.11K- 4.26% |
$186K - $220K
|
25K
$6.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.11K- 4.69% |
$186K - $221K
|
22.6K
$6.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.11K- 4.0% |
$186K - $221K
|
26.7K
$7.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.12K- 19.16% |
$186K - $221K
|
4.71K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.12K- 0.24% |
$186K - $221K
|
463K
$124M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.12K- 5.27% |
$186K - $221K
|
20.1K
$5.4M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.12K- 3.88% |
$187K - $222K
|
27.8K
$7.47M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.12K- 6.57% |
$187K - $222K
|
16K
$4.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.12K- 1.55% |
$187K - $222K
|
71.6K
$19.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-1.13K- 6.86% |
$188K - $223K
|
15.3K
$4.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.13K- 7.98% |
$188K - $224K
|
13K
$3.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.13K- 8.04% |
$189K - $224K
|
12.9K
$3.48M
|
|
|
Jul 24, 2025
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.13K- 8.04% |
$189K - $224K
|
12.9K
$3.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.13K- 4.46% |
$189K - $224K
|
24.2K
$6.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.13K- 2.29% |
$189K - $224K
|
48.2K
$13M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.14K- 6.44% |
$190K - $225K
|
16.5K
$4.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.14K- 4.41% |
$190K - $226K
|
24.7K
$6.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.15K- 0.86% |
$191K - $227K
|
133K
$35.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.15K- 3.82% |
$192K - $227K
|
28.9K
$7.78M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.15K- 6.84% |
$192K - $228K
|
15.7K
$4.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-1.15K- 1.97% |
$192K - $228K
|
57.3K
$15.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.15K- 1.82% |
$192K - $228K
|
62.1K
$16.7M
|