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 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-4.19K- 1.0% |
$700K - $831K
|
416K
$83.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-4.2K- 18.99% |
$701K - $832K
|
17.9K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.23K- 0.38% |
$706K - $838K
|
1.11M
$223M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.23K- 0.72% |
$706K - $838K
|
585K
$117M
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-4.23K- 3.99% |
$706K - $838K
|
102K
$20.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.23K- 6.74% |
$706K - $838K
|
58.6K
$11.7M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-4.24K- 12.29% |
$707K - $839K
|
30.2K
$6.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-4.25K- 7.64% |
$710K - $842K
|
51.4K
$10.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-4.27K- 2.97% |
$713K - $846K
|
139K
$27.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-4.27K- 16.82% |
$713K - $847K
|
21.1K
$4.23M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
SELL
|
- |
-4.28K- 17.97% |
$714K - $848K
|
19.5K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-4.28K- 5.58% |
$715K - $848K
|
72.4K
$14.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-4.29K- 2.48% |
$716K - $849K
|
169K
$33.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-4.3K- 20.54% |
$717K - $851K
|
16.6K
$3.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.36K- 0.83% |
$728K - $864K
|
519K
$104M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-4.37K- 4.58% |
$729K - $865K
|
91.1K
$18.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.38K- 2.94% |
$730K - $867K
|
145K
$28.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Totem Point Management, LLC
New York, NY |
SELL
|
- |
-4.4K- 24.38% |
$734K - $871K
|
13.6K
$2.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.44K- 1.73% |
$741K - $880K
|
252K
$50.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-4.44K- 2.42% |
$742K - $880K
|
179K
$35.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-4.45K- 7.27% |
$742K - $881K
|
56.7K
$11.4M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-4.47K- 65.92% |
$745K - $885K
|
2.31K
$462K
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-4.47K- 1.01% |
$746K - $885K
|
438K
$87.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-4.48K- 1.42% |
$747K - $887K
|
310K
$62.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-4.48K- 2.17% |
$748K - $887K
|
202K
$40.4M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-4.51K- 16.57% |
$753K - $894K
|
22.7K
$4.55M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-4.52K- 6.54% |
$755K - $896K
|
64.7K
$13M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-4.53K- 18.99% |
$756K - $897K
|
19.3K
$3.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-4.54K- 60.38% |
$758K - $900K
|
2.98K
$597K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-4.55K- 14.35% |
$760K - $902K
|
27.2K
$5.44M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.55K- 6.38% |
$760K - $902K
|
66.8K
$13.4M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-4.56K- 2.91% |
$760K - $903K
|
152K
$30.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-4.58K- 0.21% |
$764K - $907K
|
2.21M
$442M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.59K- 2.56% |
$766K - $909K
|
175K
$35M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.59K- 0.95% |
$766K - $909K
|
476K
$95.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.59K- 1.02% |
$766K - $909K
|
446K
$89.3M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-4.6K- 10.91% |
$767K - $911K
|
37.5K
$7.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.6K- 2.74% |
$768K - $911K
|
164K
$32.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-4.6K- 4.02% |
$768K - $912K
|
110K
$22M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-4.61K- 3.31% |
$769K - $912K
|
134K
$26.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-4.63K- 2.08% |
$772K - $917K
|
217K
$43.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-4.63K- 0.71% |
$773K - $918K
|
645K
$129M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4.64K- 2.85% |
$775K - $920K
|
158K
$31.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-4.65K- 4.91% |
$776K - $921K
|
90.1K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-4.65K- 2.39% |
$776K - $922K
|
190K
$38.1M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-4.66K- 14.36% |
$778K - $924K
|
27.8K
$5.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-4.67K- 1.57% |
$779K - $924K
|
292K
$58.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.68K- 0.86% |
$781K - $927K
|
543K
$109M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.71K- 5.58% |
$786K - $933K
|
79.7K
$16M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.72K- 2.64% |
$788K - $935K
|
174K
$34.9M
|