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 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.47K- 3.18% |
$412K - $489K
|
75.2K
$15.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.47K- 4.18% |
$413K - $490K
|
56.7K
$11.4M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.47K- 4.26% |
$413K - $490K
|
55.6K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2.49K- 4.48% |
$415K - $493K
|
53K
$10.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-2.49K- 3.59% |
$416K - $494K
|
67K
$13.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.5K- 33.24% |
$417K - $495K
|
5.02K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-2.5K- 14.71% |
$417K - $495K
|
14.5K
$2.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Matthew 25 Management Corp
|
SELL
|
- |
-2.5K- 3.57% |
$417K - $495K
|
67.5K
$13.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2.5K- 5.43% |
$417K - $495K
|
43.5K
$8.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.5K- 0.22% |
$417K - $495K
|
1.15M
$230M
|
|
|
Feb 08, 2024
Q4 2023
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-2.5K- 4.95% |
$417K - $495K
|
48K
$9.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-2.5K- 0.82% |
$418K - $496K
|
302K
$60.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-2.51K- 6.2% |
$420K - $498K
|
38K
$7.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-2.51K- 7.23% |
$420K - $498K
|
32.3K
$6.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-2.52K- 3.24% |
$420K - $498K
|
75.2K
$15.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-2.52K- 2.5% |
$420K - $499K
|
98.3K
$19.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.52K- 0.73% |
$420K - $499K
|
343K
$68.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-2.53K- 1.68% |
$422K - $501K
|
148K
$29.6M
|
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-2.54K- 2.9% |
$424K - $503K
|
85.1K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-2.57K- 10.51% |
$428K - $508K
|
21.8K
$4.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.58K- 4.46% |
$430K - $510K
|
55.2K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-2.58K- 22.71% |
$430K - $510K
|
8.77K
$1.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.58K- 1.53% |
$431K - $512K
|
166K
$33.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.59K- 20.85% |
$432K - $512K
|
9.81K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2.59K- 4.75% |
$432K - $512K
|
51.9K
$10.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.59K- 1.53% |
$432K - $513K
|
167K
$33.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.59K- 4.76% |
$432K - $513K
|
51.8K
$10.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.59K- 1.63% |
$433K - $514K
|
156K
$31.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-2.6K- 5.87% |
$433K - $514K
|
41.6K
$8.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.6K- 8.61% |
$434K - $516K
|
27.6K
$5.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.61K- 21.97% |
$435K - $516K
|
9.25K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-2.61K- 2.92% |
$435K - $517K
|
86.8K
$17.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-2.61K- 6.46% |
$436K - $518K
|
37.9K
$7.58M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.62K- 2.19% |
$436K - $518K
|
117K
$23.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-2.63K- 3.85% |
$439K - $522K
|
65.8K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.64K- 2.86% |
$441K - $523K
|
89.5K
$17.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-2.65K- 2.52% |
$441K - $524K
|
102K
$20.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-2.65K- 4.89% |
$442K - $524K
|
51.5K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-2.66K- 4.05% |
$443K - $526K
|
62.8K
$12.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-2.67K- 16.51% |
$445K - $528K
|
13.5K
$2.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.67K- 93.25% |
$445K - $528K
|
193
$38.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.68K- 5.63% |
$447K - $530K
|
44.9K
$8.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-2.68K- 6.09% |
$447K - $531K
|
41.4K
$8.29M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.68K- 3.02% |
$447K - $531K
|
86.2K
$17.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.68K- 12.28% |
$448K - $532K
|
19.2K
$3.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-2.68K- 2.35% |
$448K - $532K
|
112K
$22.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-2.69K- 0.55% |
$448K - $532K
|
483K
$96.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.69K- 2.28% |
$448K - $532K
|
115K
$23.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.69K- 11.92% |
$449K - $533K
|
19.9K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.69K- 3.52% |
$449K - $533K
|
73.7K
$14.8M
|