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 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-3.34K- 5.54% |
$558K - $662K
|
57K
$11.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.35K- 1.08% |
$559K - $663K
|
307K
$61.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3.35K- 2.25% |
$559K - $664K
|
146K
$29.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.36K- 32.52% |
$561K - $665K
|
6.97K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-3.36K- 7.95% |
$561K - $665K
|
38.9K
$7.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-3.36K- 1.88% |
$561K - $666K
|
175K
$35.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.36K- 6.43% |
$561K - $666K
|
48.9K
$9.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.37K- 1.69% |
$562K - $667K
|
196K
$39.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-3.38K- 1.07% |
$563K - $669K
|
313K
$62.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.38K- 14.08% |
$564K - $669K
|
20.6K
$4.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-3.4K- 1.96% |
$567K - $673K
|
170K
$34M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.41K- 1.23% |
$568K - $675K
|
273K
$54.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.41K- 2.76% |
$568K - $675K
|
120K
$24.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-3.41K- 2.5% |
$569K - $675K
|
133K
$26.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-3.42K- 1.22% |
$570K - $677K
|
277K
$55.5M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-3.42K- 1.69% |
$570K - $677K
|
199K
$39.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-3.44K- 5.79% |
$574K - $682K
|
56K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.45K- 5.93% |
$576K - $684K
|
54.7K
$11M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-3.45K- 5.87% |
$576K - $684K
|
55.4K
$11.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-3.46K- 9.99% |
$577K - $684K
|
31.1K
$6.24M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-3.46K- 2.46% |
$577K - $685K
|
137K
$27.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-3.46K- 5.59% |
$577K - $685K
|
58.5K
$11.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-3.46K- 4.01% |
$577K - $685K
|
82.8K
$16.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-3.46K- 5.14% |
$578K - $686K
|
63.9K
$12.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-3.47K- 1.77% |
$580K - $688K
|
193K
$38.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-3.49K- 8.46% |
$583K - $692K
|
37.8K
$7.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-3.5K- 28.56% |
$584K - $693K
|
8.76K
$1.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-3.53K- 1.14% |
$588K - $698K
|
305K
$61M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-3.53K- 1.25% |
$589K - $699K
|
279K
$55.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3.53K- 0.2% |
$589K - $699K
|
1.78M
$357M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-3.55K- 2.29% |
$592K - $703K
|
152K
$30.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-3.55K- 1.47% |
$593K - $704K
|
238K
$47.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.56K- 6.85% |
$594K - $705K
|
48.4K
$9.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-3.56K- 5.63% |
$594K - $706K
|
59.8K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.59K- 1.42% |
$598K - $710K
|
249K
$49.9M
|
|
|
Jan 08, 2024
Q4 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.6K- 4.24% |
$601K - $713K
|
81.4K
$16.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-3.6K- 2.66% |
$601K - $713K
|
132K
$26.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-3.62K- 3.43% |
$604K - $717K
|
102K
$20.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-3.62K- 1.61% |
$604K - $717K
|
221K
$44.4M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-3.62K- 12.03% |
$605K - $718K
|
26.5K
$5.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.62K- 8.23% |
$605K - $718K
|
40.4K
$8.1M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-3.62K- 5.41% |
$605K - $718K
|
63.3K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.63K- 38.52% |
$606K - $719K
|
5.79K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-3.64K- 3.09% |
$607K - $721K
|
114K
$22.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Page Arthur B
|
SELL
|
- |
-3.65K- 12.1% |
$608K - $722K
|
26.5K
$5.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-3.65K- 0.9% |
$609K - $723K
|
402K
$80.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.65K- 1.95% |
$609K - $723K
|
184K
$36.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-3.66K- 1.96% |
$610K - $724K
|
183K
$36.7M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.66K- 4.43% |
$610K - $724K
|
78.8K
$15.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.66K- 3.32% |
$610K - $725K
|
106K
$21.3M
|