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 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.02K- 10.19% |
$504K - $599K
|
26.6K
$5.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-3.02K- 5.08% |
$505K - $599K
|
56.4K
$11.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-3.03K- 11.98% |
$505K - $600K
|
22.2K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.05K- 0.75% |
$509K - $604K
|
404K
$80.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.05K- 5.28% |
$509K - $605K
|
54.7K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.06K- 5.75% |
$510K - $605K
|
50.1K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.06K- 2.3% |
$510K - $606K
|
130K
$26M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-3.06K- 14.76% |
$511K - $607K
|
17.7K
$3.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.09K- 10.85% |
$515K - $611K
|
25.3K
$5.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.11K- 9.81% |
$519K - $616K
|
28.6K
$5.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-3.11K- 6.95% |
$519K - $616K
|
41.6K
$8.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.12K- 29.0% |
$521K - $618K
|
7.64K
$1.53M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.13K- 7.54% |
$522K - $620K
|
38.3K
$7.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.13K- 3.14% |
$522K - $620K
|
96.4K
$19.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.13K- 2.17% |
$523K - $620K
|
141K
$28.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-3.14K- 1.45% |
$524K - $622K
|
213K
$42.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.14K- 1.39% |
$524K - $622K
|
222K
$44.5M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3.14K- 1.04% |
$525K - $623K
|
298K
$59.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-3.15K- 1.61% |
$525K - $623K
|
192K
$38.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-3.16K- 9.03% |
$527K - $625K
|
31.8K
$6.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-3.16K- 1.17% |
$528K - $626K
|
268K
$53.6M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-3.18K- 2.29% |
$530K - $629K
|
135K
$27.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.18K- 0.34% |
$531K - $630K
|
919K
$184M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.18K- 5.57% |
$531K - $631K
|
54K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.19K- 2.85% |
$532K - $632K
|
109K
$21.8M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.19K- 19.3% |
$532K - $632K
|
13.3K
$2.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-3.2K- 1.09% |
$534K - $634K
|
291K
$58.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-3.21K- 2.96% |
$536K - $637K
|
105K
$21.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-3.22K- 5.82% |
$537K - $637K
|
52.1K
$10.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.22K- 24.84% |
$537K - $638K
|
9.74K
$1.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.22K- 7.83% |
$537K - $638K
|
37.9K
$7.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-3.22K- 6.06% |
$538K - $639K
|
49.9K
$10M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.23K- 6.43% |
$539K - $639K
|
47K
$9.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-3.23K- 1.52% |
$539K - $640K
|
210K
$42M
|
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
SELL
|
- |
-3.24K- 1.82% |
$540K - $641K
|
174K
$34.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-3.25K- 58.29% |
$542K - $643K
|
2.32K
$465K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.25K- 6.32% |
$542K - $643K
|
48.1K
$9.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.26K- 1.47% |
$543K - $645K
|
219K
$43.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-3.26K- 3.16% |
$543K - $645K
|
99.8K
$20M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-3.26K- 0.72% |
$544K - $646K
|
453K
$90.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-3.27K- 1.7% |
$546K - $648K
|
190K
$38M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-3.28K- 18.13% |
$548K - $650K
|
14.8K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.28K- 1.54% |
$548K - $650K
|
210K
$42.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.29K- 4.13% |
$548K - $651K
|
76.3K
$15.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-3.29K- 3.18% |
$549K - $652K
|
100K
$20.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 1.77% |
$549K - $652K
|
183K
$36.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-3.31K- 12.91% |
$552K - $655K
|
22.3K
$4.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.32K- 1.88% |
$554K - $657K
|
173K
$34.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-3.32K- 14.75% |
$554K - $657K
|
19.2K
$3.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-3.33K- 17.06% |
$556K - $660K
|
16.2K
$3.24M
|