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 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.66K- 2.15% |
$611K - $725K
|
166K
$33.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-3.66K- 4.61% |
$611K - $726K
|
75.8K
$15.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-3.7K- 2.89% |
$617K - $732K
|
124K
$24.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-3.74K- 5.26% |
$625K - $741K
|
67.4K
$13.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.75K- 1.09% |
$626K - $743K
|
339K
$67.9M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.76K- 6.74% |
$627K - $744K
|
52K
$10.4M
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-3.77K- 27.76% |
$628K - $746K
|
9.8K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-3.77K- 0.86% |
$629K - $747K
|
433K
$86.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.77K- 2.33% |
$630K - $747K
|
158K
$31.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-3.78K- 5.08% |
$630K - $748K
|
70.6K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-3.79K- 1.68% |
$632K - $750K
|
222K
$44.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-3.79K- 1.09% |
$633K - $752K
|
343K
$68.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.8K- 0.54% |
$634K - $752K
|
702K
$141M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3.8K- 1.64% |
$634K - $752K
|
228K
$45.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.8K- 1.08% |
$634K - $753K
|
347K
$69.6M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.81K- 1.43% |
$636K - $755K
|
262K
$52.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3.82K- 2.85% |
$637K - $756K
|
130K
$26.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-3.82K- 1.94% |
$637K - $756K
|
193K
$38.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-3.83K- 57.59% |
$639K - $758K
|
2.82K
$565K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-3.83K- 1.98% |
$639K - $759K
|
189K
$38M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-3.84K- 23.59% |
$641K - $761K
|
12.4K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-3.85K- 3.77% |
$642K - $762K
|
98K
$19.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.86K- 5.37% |
$644K - $764K
|
68K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.86K- 2.45% |
$644K - $765K
|
153K
$30.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.88K- 3.0% |
$648K - $769K
|
125K
$25.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-3.92K- 7.59% |
$655K - $777K
|
47.7K
$9.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.98K- 1.85% |
$665K - $789K
|
212K
$42.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-3.99K- 1.08% |
$666K - $791K
|
364K
$73M
|
|
|
Feb 14, 2024
Q4 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-3.99K- 1.23% |
$666K - $791K
|
320K
$64.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-4K- 2.38% |
$667K - $791K
|
164K
$32.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4K- 1.11% |
$667K - $792K
|
355K
$71.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-4K- 2.06% |
$668K - $792K
|
190K
$38M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4K- 3.94% |
$668K - $793K
|
97.6K
$19.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4K- 3.97% |
$668K - $793K
|
96.8K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-4K- 13.52% |
$668K - $793K
|
25.6K
$5.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-4.01K- 9.61% |
$669K - $794K
|
37.7K
$7.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-4.01K- 1.38% |
$670K - $795K
|
288K
$57.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.02K- 4.08% |
$671K - $796K
|
94.6K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
1623 Capital LLC
Alexandria, VA |
SELL
|
- |
-4.03K- 6.13% |
$673K - $799K
|
61.7K
$12.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-4.04K- 2.74% |
$674K - $800K
|
144K
$28.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4.09K- 1.2% |
$682K - $809K
|
335K
$67.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.09K- 11.08% |
$682K - $810K
|
32.8K
$6.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.1K- 6.87% |
$683K - $811K
|
55.5K
$11.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-4.1K- 35.18% |
$684K - $812K
|
7.56K
$1.51M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-4.15K- 65.43% |
$692K - $822K
|
2.19K
$439K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-4.16K- 17.49% |
$695K - $825K
|
19.6K
$3.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-4.17K- 29.05% |
$696K - $826K
|
10.2K
$2.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.18K- 5.96% |
$698K - $828K
|
65.9K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-4.19K- 4.17% |
$698K - $829K
|
96.2K
$19.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-4.19K- 1.35% |
$699K - $830K
|
306K
$61.4M
|