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 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 1.25% |
$226K - $268K
|
107K
$21.4M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.36K- 1.47% |
$226K - $269K
|
90.9K
$18.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.36K- 2.18% |
$226K - $269K
|
61K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.36K- 14.99% |
$227K - $269K
|
7.71K
$1.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.36K- 3.29% |
$227K - $270K
|
40K
$8M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.36K- 4.11% |
$227K - $270K
|
31.8K
$6.36M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.37K- 7.44% |
$228K - $271K
|
17K
$3.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.37K- 1.59% |
$228K - $271K
|
84.8K
$17M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.37K- 5.86% |
$228K - $271K
|
22K
$4.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.37K- 1.82% |
$229K - $272K
|
74.1K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.38K- 1.42% |
$230K - $273K
|
95.8K
$19.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.38K- 1.9% |
$230K - $274K
|
71.2K
$14.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.39K- 0.8% |
$231K - $275K
|
171K
$34.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.39K- 5.55% |
$232K - $275K
|
23.6K
$4.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.4K- 16.37% |
$234K - $278K
|
7.16K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.4K- 1.75% |
$234K - $278K
|
78.7K
$15.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.4K- 4.06% |
$234K - $278K
|
33.1K
$6.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.4K- 7.8% |
$234K - $278K
|
16.6K
$3.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.41K- 1.79% |
$234K - $278K
|
77.1K
$15.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.41K- 0.74% |
$236K - $280K
|
190K
$38.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.42K- 0.51% |
$236K - $281K
|
278K
$55.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.42K- 1.49% |
$236K - $281K
|
93.7K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.43K- 0.73% |
$238K - $283K
|
195K
$39.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-1.43K- 0.04% |
$238K - $283K
|
3.48M
$696M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.43K- 0.15% |
$239K - $284K
|
936K
$188M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.44K- 0.22% |
$240K - $285K
|
653K
$131M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.44K- 0.39% |
$240K - $285K
|
367K
$73.5M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.45K- 25.96% |
$242K - $287K
|
4.13K
$828K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.45K- 1.5% |
$242K - $287K
|
94.9K
$19M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.45K- 0.42% |
$242K - $288K
|
343K
$68.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.45K- 1.35% |
$243K - $288K
|
107K
$21.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.46K- 1.34% |
$243K - $289K
|
107K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.46K- 0.64% |
$243K - $289K
|
225K
$45.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.46K- 2.28% |
$244K - $289K
|
62.6K
$12.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.46K- 4.16% |
$244K - $289K
|
33.6K
$6.74M
|
|
|
Feb 14, 2024
Q4 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-1.46K- 7.73% |
$244K - $289K
|
17.4K
$3.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.47K- 4.11% |
$244K - $290K
|
34.2K
$6.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.47K- 0.04% |
$245K - $291K
|
4.1M
$821M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-1.47K- 5.33% |
$246K - $292K
|
26.1K
$5.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.47K- 0.39% |
$246K - $292K
|
376K
$75.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.47K- 0.88% |
$246K - $292K
|
167K
$33.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.48K- 3.08% |
$246K - $292K
|
46.4K
$9.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-1.48K- 10.35% |
$246K - $292K
|
12.8K
$2.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 4.01% |
$246K - $292K
|
35.3K
$7.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.48K- 0.5% |
$247K - $293K
|
293K
$58.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 1.51% |
$247K - $293K
|
96.5K
$19.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 1.92% |
$248K - $294K
|
76K
$15.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-1.49K- 4.03% |
$248K - $295K
|
35.4K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-1.49K- 30.57% |
$248K - $295K
|
3.38K
$677K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.5K- 0.72% |
$250K - $297K
|
207K
$41.5M
|