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 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-1.5K- 2.63% |
$250K - $297K
|
55.5K
$11.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.5K- 0.35% |
$250K - $297K
|
426K
$85.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-1.5K- 2.24% |
$250K - $297K
|
65.4K
$13.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Discovery Value Fund
Singapore, U0 |
SELL
|
- |
-1.5K- 9.38% |
$250K - $297K
|
14.5K
$2.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-1.5K- 20.32% |
$251K - $298K
|
5.89K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-1.5K- 2.03% |
$251K - $298K
|
72.5K
$14.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.5K- 2.05% |
$251K - $298K
|
71.8K
$14.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.5K- 14.4% |
$251K - $298K
|
8.94K
$1.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.51K- 7.21% |
$251K - $298K
|
19.4K
$3.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 3.71% |
$251K - $298K
|
39.1K
$7.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.51K- 1.55% |
$252K - $299K
|
95.9K
$19.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.51K- 5.23% |
$253K - $300K
|
27.5K
$5.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.52K- 0.66% |
$254K - $301K
|
228K
$45.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-1.52K- 3.66% |
$254K - $301K
|
40K
$8.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-1.52K- 7.63% |
$254K - $301K
|
18.4K
$3.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.52K- 1.04% |
$254K - $301K
|
144K
$28.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.52K- 1.72% |
$254K - $301K
|
86.9K
$17.4M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.53K- 1.27% |
$255K - $302K
|
118K
$23.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.53K- 38.47% |
$255K - $303K
|
2.45K
$490K
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.53K- 19.74% |
$255K - $303K
|
6.22K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-1.54K- 0.58% |
$256K - $304K
|
265K
$53M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.54K- 2.18% |
$257K - $304K
|
69.1K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.54K- 2.72% |
$257K - $305K
|
55.1K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.55K- 1.22% |
$258K - $306K
|
125K
$25.1M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.56K- 2.45% |
$260K - $308K
|
61.9K
$12.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.56K- 0.59% |
$260K - $309K
|
261K
$52.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.56K- 1.43% |
$261K - $310K
|
108K
$21.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 2.17% |
$261K - $310K
|
70.4K
$14.1M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.57K- 0.75% |
$261K - $310K
|
208K
$41.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-1.57K- 4.45% |
$262K - $311K
|
33.7K
$6.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.58K- 1.89% |
$263K - $312K
|
81.7K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 0.75% |
$263K - $312K
|
209K
$41.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.59K- 7.41% |
$265K - $314K
|
19.8K
$3.96M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.59K- 2.03% |
$265K - $314K
|
76.4K
$15.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.59K- 2.07% |
$265K - $314K
|
75K
$15M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 12.69% |
$265K - $315K
|
10.9K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.6K- 0.95% |
$266K - $316K
|
166K
$33.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.6K- 0.8% |
$267K - $316K
|
198K
$39.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.6K- 10.92% |
$267K - $317K
|
13K
$2.61M
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.6K- 9.62% |
$267K - $317K
|
15K
$3.01M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.6K- 9.62% |
$267K - $317K
|
15K
$3.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.61K- 1.69% |
$268K - $318K
|
93.2K
$18.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.61K- 1.27% |
$269K - $319K
|
125K
$25.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.61K- 7.69% |
$269K - $320K
|
19.4K
$3.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.61K- 2.23% |
$269K - $320K
|
70.7K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-1.62K- 2.08% |
$271K - $321K
|
76.3K
$15.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.62K- 1.27% |
$271K - $322K
|
126K
$25.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-1.63K- 8.87% |
$272K - $323K
|
16.8K
$3.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.63K- 3.03% |
$272K - $323K
|
52.2K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.65K- 2.1% |
$275K - $326K
|
76.8K
$15.4M
|