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 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-2.69K- 4.06% |
$449K - $534K
|
63.7K
$12.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-2.71K- 7.79% |
$451K - $536K
|
32K
$6.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.71K- 0.42% |
$452K - $537K
|
636K
$127M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.71K- 3.08% |
$452K - $537K
|
85.4K
$17.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-2.71K- 4.33% |
$453K - $538K
|
60K
$12M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.72K- 1.77% |
$453K - $538K
|
150K
$30.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2.74K- 2.47% |
$457K - $542K
|
108K
$21.6M
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-2.74K- 8.29% |
$458K - $543K
|
30.4K
$6.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.75K- 0.43% |
$459K - $545K
|
630K
$126M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.76K- 5.93% |
$461K - $547K
|
43.9K
$8.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.78K- 0.75% |
$463K - $550K
|
367K
$73.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.78K- 1.59% |
$464K - $551K
|
172K
$34.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.79K- 1.43% |
$465K - $552K
|
192K
$38.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-2.79K- 8.39% |
$465K - $553K
|
30.5K
$6.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.79K- 3.99% |
$465K - $553K
|
67K
$13.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2.79K- 2.28% |
$466K - $553K
|
120K
$24M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.8K- 5.73% |
$466K - $554K
|
46K
$9.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.81K- 3.73% |
$469K - $556K
|
72.6K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.82K- 1.65% |
$470K - $558K
|
168K
$33.7M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-2.83K- 3.73% |
$471K - $560K
|
73K
$14.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-2.83K- 0.96% |
$472K - $561K
|
292K
$58.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.83K- 2.26% |
$472K - $561K
|
123K
$24.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-2.84K- 8.68% |
$473K - $562K
|
29.9K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.85K- 0.97% |
$475K - $564K
|
292K
$58.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-2.85K- 9.02% |
$476K - $565K
|
28.8K
$5.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.85K- 7.84% |
$476K - $565K
|
33.5K
$6.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-2.87K- 5.37% |
$479K - $568K
|
50.5K
$10.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.87K- 0.21% |
$479K - $569K
|
1.34M
$268M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.88K- 5.48% |
$480K - $570K
|
49.7K
$9.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.88K- 0.83% |
$481K - $571K
|
344K
$68.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.89K- 2.14% |
$481K - $572K
|
132K
$26.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-2.89K- 5.27% |
$482K - $572K
|
51.8K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.89K- 2.85% |
$482K - $572K
|
98.4K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.89K- 1.47% |
$482K - $573K
|
194K
$38.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.9K- 1.02% |
$483K - $574K
|
281K
$56.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Portland Hill Asset Management LTD
London, X0 |
SELL
|
- |
-2.9K- 13.31% |
$485K - $575K
|
18.9K
$3.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-2.91K- 1.18% |
$486K - $577K
|
244K
$48.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.92K- 1.62% |
$487K - $578K
|
177K
$35.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-2.92K- 10.26% |
$488K - $579K
|
25.6K
$5.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.92K- 1.33% |
$488K - $579K
|
217K
$43.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2.93K- 5.28% |
$489K - $581K
|
52.6K
$10.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-2.94K- 10.09% |
$490K - $582K
|
26.2K
$5.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-2.96K- 5.41% |
$493K - $585K
|
51.7K
$10.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.96K- 2.52% |
$493K - $586K
|
114K
$22.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.96K- 3.06% |
$494K - $586K
|
93.7K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.96K- 2.8% |
$494K - $586K
|
103K
$20.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.96K- 1.34% |
$494K - $587K
|
218K
$43.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-2.98K- 2.0% |
$498K - $591K
|
146K
$29.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.99K- 6.75% |
$499K - $593K
|
41.3K
$8.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.02K- 2.02% |
$503K - $597K
|
146K
$29.3M
|