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 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-1.65K- 4.55% |
$276K - $327K
|
34.7K
$6.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-1.65K- 18.93% |
$276K - $327K
|
7.08K
$1.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-1.66K- 2.54% |
$277K - $328K
|
63.5K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.66K- 8.42% |
$277K - $328K
|
18K
$3.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-1.66K- 2.84% |
$277K - $329K
|
56.8K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-1.66K- 4.35% |
$277K - $329K
|
36.5K
$7.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.66K- 11.62% |
$278K - $330K
|
12.7K
$2.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.67K- 4.84% |
$278K - $330K
|
32.7K
$6.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.67K- 2.01% |
$278K - $330K
|
81.1K
$16.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.68K- 5.48% |
$280K - $332K
|
28.9K
$5.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.68K- 1.05% |
$280K - $333K
|
158K
$31.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.68K- 0.79% |
$280K - $333K
|
211K
$42.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.68K- 4.95% |
$281K - $333K
|
32.3K
$6.47M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.68K- 0.98% |
$281K - $333K
|
171K
$34.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.68K- 2.08% |
$281K - $333K
|
79.4K
$15.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.68K- 10.95% |
$281K - $333K
|
13.7K
$2.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.69K- 2.19% |
$281K - $334K
|
75.2K
$15.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.69K- 0.46% |
$282K - $334K
|
364K
$72.9M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 30.77% |
$282K - $335K
|
3.81K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.7K- 2.83% |
$283K - $336K
|
58.3K
$11.7M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.7K- 0.91% |
$284K - $337K
|
185K
$37.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.7K- 1.78% |
$284K - $337K
|
93.9K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.71K- 3.98% |
$285K - $338K
|
41.2K
$8.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.71K- 3.04% |
$285K - $339K
|
54.6K
$10.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.71K- 2.36% |
$286K - $339K
|
70.9K
$14.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.72K- 0.66% |
$286K - $340K
|
256K
$51.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.72K- 2.22% |
$288K - $341K
|
76K
$15.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.73K- 0.68% |
$288K - $342K
|
252K
$50.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.73K- 3.64% |
$289K - $343K
|
45.8K
$9.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 3.22% |
$289K - $343K
|
52K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.73K- 0.58% |
$289K - $343K
|
297K
$59.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-1.74K- 1.18% |
$290K - $344K
|
146K
$29.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.74K- 1.54% |
$290K - $344K
|
111K
$22.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.74K- 16.08% |
$290K - $345K
|
9.08K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.74K- 6.99% |
$291K - $345K
|
23.2K
$4.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.75K- 5.11% |
$291K - $346K
|
32.4K
$6.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.75K- 1.73% |
$292K - $346K
|
99.5K
$19.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.75K- 1.91% |
$292K - $347K
|
89.9K
$18M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.75K- 89.17% |
$293K - $347K
|
213
$42.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.76K- 1.38% |
$294K - $349K
|
126K
$25.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.77K- 3.44% |
$295K - $351K
|
49.7K
$9.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.78K- 3.11% |
$296K - $352K
|
55.3K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.78K- 4.21% |
$296K - $352K
|
40.4K
$8.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.78K- 17.35% |
$296K - $352K
|
8.46K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 3.97% |
$297K - $352K
|
43K
$8.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.78K- 1.62% |
$297K - $352K
|
108K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.79K- 0.82% |
$298K - $354K
|
216K
$43.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.79K- 7.07% |
$298K - $354K
|
23.5K
$4.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.79K- 2.16% |
$298K - $354K
|
81K
$16.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-1.79K- 2.5% |
$299K - $355K
|
69.9K
$14M
|