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 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-1.2K- 9.38% |
$200K - $238K
|
11.6K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-1.2K- 24.0% |
$200K - $238K
|
3.8K
$761K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.2K- 5.66% |
$201K - $238K
|
20.1K
$4.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.2K- 0.99% |
$201K - $239K
|
120K
$24.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.21K- 3.7% |
$202K - $239K
|
31.5K
$6.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.21K- 1.06% |
$202K - $240K
|
113K
$22.7M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.21K- 1.06% |
$202K - $240K
|
113K
$22.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 2.79% |
$202K - $240K
|
42.2K
$8.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.22K- 3.13% |
$203K - $241K
|
37.6K
$7.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-1.23K- 1.86% |
$204K - $243K
|
64.8K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 1.91% |
$204K - $243K
|
62.9K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.23K- 0.84% |
$206K - $244K
|
145K
$29.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-1.24K- 2.69% |
$207K - $245K
|
44.7K
$8.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 0.9% |
$207K - $245K
|
136K
$27.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.24K- 15.18% |
$207K - $246K
|
6.93K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-1.25K- 0.75% |
$208K - $247K
|
165K
$33M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.25K- 20.18% |
$208K - $247K
|
4.93K
$987K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-1.25K- 0.44% |
$208K - $247K
|
285K
$57.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.25K- 20.24% |
$209K - $248K
|
4.93K
$986K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.25K- 22.82% |
$209K - $248K
|
4.23K
$847K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 1.22% |
$209K - $248K
|
101K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.25K- 25.81% |
$209K - $248K
|
3.6K
$721K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-1.25K- 1.07% |
$209K - $248K
|
116K
$23.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.26K- 1.06% |
$210K - $249K
|
117K
$23.5M
|
|
|
Apr 15, 2025
Q4 2023
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-1.26K- 6.62% |
$210K - $249K
|
17.7K
$3.55M
|
|
|
Jan 04, 2024
Q4 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1.27K- 7.92% |
$211K - $251K
|
14.7K
$2.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.27K- 0.93% |
$211K - $251K
|
135K
$27M
|
|
|
Feb 08, 2024
Q4 2023
|
Prospect Hill Management, LLC
|
SELL
|
- |
-1.27K- 0.25% |
$211K - $251K
|
514K
$103M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.27K- 4.74% |
$212K - $252K
|
25.5K
$5.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 1.58% |
$212K - $252K
|
79.5K
$15.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.28K- 2.68% |
$213K - $253K
|
46.3K
$9.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-1.28K- 12.41% |
$213K - $253K
|
9.02K
$1.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-1.28K- 0.69% |
$213K - $253K
|
185K
$37M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.29K- 1.43% |
$215K - $255K
|
88.7K
$17.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.29K- 2.04% |
$215K - $256K
|
61.9K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 1.79% |
$215K - $256K
|
70.7K
$14.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.29K- 3.99% |
$216K - $256K
|
31.1K
$6.23M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.3K- 1.05% |
$217K - $257K
|
122K
$24.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.3K- 7.51% |
$217K - $257K
|
16K
$3.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.3K- 8.24% |
$217K - $258K
|
14.5K
$2.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-1.3K- 2.84% |
$217K - $258K
|
44.7K
$8.94M
|
|
|
Apr 10, 2025
Q4 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-1.31K- 23.12% |
$218K - $259K
|
4.35K
$871K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
SELL
|
- |
-1.31K- 5.02% |
$219K - $260K
|
24.8K
$4.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.31K- 5.17% |
$219K - $260K
|
24.1K
$4.83M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.32K- 4.58% |
$220K - $261K
|
27.5K
$5.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.32K- 0.46% |
$221K - $262K
|
283K
$56.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-1.33K- 1.43% |
$222K - $263K
|
91.7K
$18.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.34K- 2.45% |
$224K - $266K
|
53.4K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.34K- 0.61% |
$224K - $266K
|
220K
$44M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.35K- 1.82% |
$225K - $267K
|
72.5K
$14.5M
|