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 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.8K- 0.23% |
$300K - $356K
|
767K
$154M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.8K- 2.99% |
$300K - $357K
|
58.3K
$11.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.8K- 1.74% |
$301K - $357K
|
102K
$20.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.81K- 0.64% |
$302K - $358K
|
281K
$56.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.82K- 4.04% |
$304K - $360K
|
43.2K
$8.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.82K- 5.79% |
$304K - $361K
|
29.6K
$5.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.83K- 0.36% |
$305K - $362K
|
506K
$101M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.83K- 15.73% |
$305K - $362K
|
9.79K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.83K- 1.28% |
$305K - $362K
|
140K
$28.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.83K- 1.76% |
$306K - $363K
|
103K
$20.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.84K- 3.16% |
$306K - $364K
|
56.3K
$11.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.84K- 1.05% |
$307K - $364K
|
173K
$34.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.84K- 5.83% |
$307K - $365K
|
29.7K
$5.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.86K- 1.86% |
$311K - $369K
|
98.5K
$19.7M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.87K- 1.16% |
$312K - $370K
|
159K
$31.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.88K- 2.15% |
$314K - $372K
|
85.7K
$17.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.88K- 5.73% |
$314K - $372K
|
30.9K
$6.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.89K- 2.41% |
$316K - $375K
|
76.6K
$15.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.9K- 6.58% |
$317K - $376K
|
27K
$5.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.9K- 3.58% |
$317K - $376K
|
51.1K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.91K- 29.1% |
$318K - $378K
|
4.65K
$931K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.91K- 0.61% |
$318K - $378K
|
313K
$62.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.91K- 3.48% |
$319K - $379K
|
53.1K
$10.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.92K- 10.5% |
$320K - $380K
|
16.3K
$3.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.92K- 2.72% |
$320K - $380K
|
68.6K
$13.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.92K- 7.82% |
$321K - $381K
|
22.7K
$4.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.93K- 4.42% |
$322K - $382K
|
41.6K
$8.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-1.93K- 2.03% |
$322K - $382K
|
93.1K
$18.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.94K- 2.08% |
$324K - $385K
|
91.7K
$18.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.95K- 12.55% |
$325K - $386K
|
13.6K
$2.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.95K- 2.35% |
$326K - $387K
|
81.1K
$16.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.95K- 2.35% |
$326K - $387K
|
81.1K
$16.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.96K- 4.35% |
$327K - $388K
|
43.1K
$8.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-1.97K- 73.42% |
$329K - $390K
|
713
$143K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-1.98K- 5.93% |
$331K - $392K
|
31.4K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.99K- 4.85% |
$333K - $395K
|
39.1K
$7.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2K- 1.25% |
$333K - $395K
|
157K
$31.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-2K- 0.1% |
$334K - $396K
|
1.93M
$386M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.02K- 7.53% |
$336K - $399K
|
24.8K
$4.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.02K- 2.34% |
$336K - $399K
|
84.1K
$16.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.02K- 9.94% |
$337K - $400K
|
18.3K
$3.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-2.02K- 1.81% |
$338K - $401K
|
110K
$22M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.03K- 0.88% |
$338K - $402K
|
228K
$45.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.03K- 2.6% |
$339K - $402K
|
76K
$15.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.03K- 1.23% |
$339K - $402K
|
163K
$32.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-2.04K- 1.3% |
$340K - $403K
|
154K
$30.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-2.04K- 2.43% |
$341K - $404K
|
81.9K
$16.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-2.05K- 15.67% |
$342K - $406K
|
11K
$2.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-2.06K- 2.04% |
$343K - $407K
|
98.8K
$19.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.06K- 3.04% |
$344K - $408K
|
65.8K
$13.2M
|