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 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.06K- 1.39% |
$344K - $408K
|
146K
$29.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.06K- 17.21% |
$344K - $409K
|
9.92K
$1.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-2.07K- 2.26% |
$346K - $410K
|
89.7K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.07K- 1.17% |
$346K - $411K
|
175K
$35.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.09K- 2.06% |
$348K - $414K
|
99.3K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-2.1K- 4.6% |
$350K - $415K
|
43.5K
$8.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-2.11K- 2.13% |
$352K - $417K
|
96.8K
$19.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 8.35% |
$353K - $419K
|
23.2K
$4.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.12K- 5.32% |
$353K - $419K
|
37.6K
$7.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.12K- 2.12% |
$354K - $420K
|
97.9K
$19.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.12K- 4.28% |
$354K - $420K
|
47.4K
$9.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.12K- 0.31% |
$354K - $420K
|
679K
$136M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.13K- 1.19% |
$356K - $423K
|
177K
$35.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-2.14K- 15.39% |
$356K - $423K
|
11.7K
$2.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.14K- 4.19% |
$356K - $423K
|
48.8K
$9.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.15K- 10.07% |
$358K - $425K
|
19.2K
$3.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.15K- 1.79% |
$358K - $425K
|
118K
$23.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.15K- 0.58% |
$359K - $426K
|
368K
$73.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-2.15K- 3.46% |
$359K - $426K
|
60K
$12M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-2.16K- 0.21% |
$361K - $428K
|
1.02M
$203M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.16K- 3.37% |
$361K - $428K
|
62K
$12.4M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-2.16K- 0.21% |
$361K - $428K
|
1.02M
$203M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.16K- 3.46% |
$361K - $428K
|
60.3K
$12.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.17K- 1.4% |
$361K - $429K
|
153K
$30.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.17K- 9.14% |
$361K - $429K
|
21.5K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-2.17K- 2.51% |
$362K - $430K
|
84.4K
$16.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 2.39% |
$363K - $430K
|
88.8K
$17.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.17K- 5.17% |
$363K - $430K
|
39.9K
$7.99M
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
SELL
|
- |
-2.18K- 21.05% |
$363K - $431K
|
8.17K
$1.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.19K- 4.68% |
$365K - $434K
|
44.6K
$8.93M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-2.19K- 3.06% |
$366K - $434K
|
69.4K
$13.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-2.2K- 4.29% |
$367K - $436K
|
49.1K
$9.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-2.2K- 2.3% |
$368K - $437K
|
93.7K
$18.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.21K- 5.15% |
$369K - $438K
|
40.7K
$8.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.22K- 17.72% |
$370K - $439K
|
10.3K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.22K- 4.3% |
$370K - $440K
|
49.4K
$9.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-2.22K- 3.99% |
$371K - $440K
|
53.5K
$10.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.22K- 1.71% |
$371K - $441K
|
128K
$25.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 5.67% |
$371K - $441K
|
37K
$7.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-2.23K- 3.34% |
$371K - $441K
|
64.4K
$12.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-2.23K- 18.46% |
$372K - $441K
|
9.84K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-2.23K- 4.53% |
$372K - $441K
|
47K
$9.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.23K- 1.14% |
$373K - $442K
|
194K
$38.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-2.24K- 3.43% |
$373K - $443K
|
63K
$12.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.24K- 2.27% |
$373K - $443K
|
96.1K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-2.24K- 4.82% |
$373K - $443K
|
44.2K
$8.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-2.24K- 1.83% |
$374K - $444K
|
120K
$24.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.24K- 18.8% |
$375K - $445K
|
9.69K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-2.25K- 6.82% |
$376K - $446K
|
30.8K
$6.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-2.25K- 2.46% |
$376K - $447K
|
89.2K
$17.9M
|