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 29, 2024
Q4 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-4.74K- 8.08% |
$790K - $938K
|
53.9K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-4.74K- 0.83% |
$791K - $939K
|
566K
$113M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.76K- 1.32% |
$794K - $943K
|
356K
$71.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-4.76K- 4.68% |
$795K - $944K
|
97K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
SELL
|
- |
-4.8K- 9.69% |
$801K - $951K
|
44.7K
$8.96M
|
|
|
Feb 14, 2024
Q4 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-4.81K- 2.59% |
$802K - $952K
|
180K
$36.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.82K- 2.27% |
$805K - $955K
|
207K
$41.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.83K- 0.5% |
$806K - $956K
|
958K
$192M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-4.84K- 1.59% |
$808K - $959K
|
299K
$59.9M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.86K- 19.82% |
$810K - $962K
|
19.6K
$3.93M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.89K- 0.73% |
$815K - $968K
|
661K
$132M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-4.89K- 1.83% |
$816K - $969K
|
262K
$52.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-4.91K- 0.28% |
$819K - $972K
|
1.76M
$353M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.91K- 4.16% |
$819K - $972K
|
113K
$22.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.91K- 1.61% |
$819K - $973K
|
300K
$60M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4.92K- 5.0% |
$821K - $975K
|
93.5K
$18.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-4.95K- 1.71% |
$826K - $980K
|
284K
$56.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-4.95K- 2.69% |
$826K - $981K
|
179K
$35.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-4.96K- 11.76% |
$827K - $982K
|
37.2K
$7.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-4.96K- 42.11% |
$828K - $983K
|
6.82K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-4.97K- 2.33% |
$829K - $984K
|
208K
$41.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-5K- 4.71% |
$834K - $991K
|
101K
$20.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-5.02K- 5.94% |
$838K - $995K
|
79.6K
$15.9M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-5.03K- 2.76% |
$839K - $996K
|
177K
$35.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-5.03K- 6.74% |
$840K - $997K
|
69.6K
$13.9M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-5.04K- 5.5% |
$841K - $998K
|
86.5K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.11K- 7.01% |
$852K - $1.01M
|
67.8K
$13.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-5.14K- 1.28% |
$858K - $1.02M
|
397K
$79.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.15K- 4.47% |
$860K - $1.02M
|
110K
$22M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-5.17K- 8.89% |
$863K - $1.02M
|
53K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.17K- 2.28% |
$863K - $1.02M
|
221K
$44.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-5.17K- 0.98% |
$863K - $1.03M
|
521K
$104M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-5.2K- 1.37% |
$868K - $1.03M
|
375K
$75M
|
|
|
Feb 12, 2024
Q4 2023
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-5.2K- 12.9% |
$868K - $1.03M
|
35.1K
$7.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.21K- 4.49% |
$869K - $1.03M
|
111K
$22.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-5.21K- 42.67% |
$869K - $1.03M
|
6.99K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5.22K- 2.84% |
$871K - $1.03M
|
179K
$35.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-5.23K- 1.0% |
$874K - $1.04M
|
521K
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5.29K- 7.09% |
$883K - $1.05M
|
69.3K
$13.9M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-5.3K- 1.92% |
$885K - $1.05M
|
270K
$54.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-5.32K- 2.17% |
$887K - $1.05M
|
239K
$47.9M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5.34K- 11.88% |
$890K - $1.06M
|
39.6K
$7.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-5.37K- 4.39% |
$896K - $1.06M
|
117K
$23.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-5.38K- 24.96% |
$898K - $1.07M
|
16.2K
$3.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-5.4K- 4.33% |
$901K - $1.07M
|
119K
$23.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-5.41K- 1.65% |
$903K - $1.07M
|
322K
$64.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-5.42K- 2.63% |
$905K - $1.07M
|
201K
$40.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5.48K- 0.83% |
$914K - $1.09M
|
656K
$131M
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-5.49K- 1.94% |
$915K - $1.09M
|
277K
$55.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-5.49K- 7.04% |
$917K - $1.09M
|
72.5K
$14.5M
|