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 |
|---|---|---|---|---|---|---|---|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5.5K- 5.97% |
$917K - $1.09M
|
86.6K
$17.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.54K- 3.14% |
$924K - $1.1M
|
171K
$34.3M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-5.55K- 6.33% |
$927K - $1.1M
|
82.2K
$16.5M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.56K- 3.72% |
$927K - $1.1M
|
144K
$28.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-5.58K- 3.95% |
$930K - $1.1M
|
136K
$27.2M
|
|
|
Feb 20, 2025
Q4 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-5.58K- 2.1% |
$931K - $1.1M
|
260K
$52.1M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-5.58K- 11.29% |
$931K - $1.11M
|
43.8K
$8.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-5.6K- 6.91% |
$934K - $1.11M
|
75.4K
$15.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-5.6K- 2.33% |
$934K - $1.11M
|
234K
$46.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-5.6K- 2.27% |
$935K - $1.11M
|
242K
$48.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-5.61K- 1.33% |
$936K - $1.11M
|
415K
$83.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.62K- 16.42% |
$938K - $1.11M
|
28.6K
$5.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-5.63K- 9.45% |
$940K - $1.12M
|
54K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5.66K- 3.64% |
$944K - $1.12M
|
150K
$30M
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-5.69K- 91.69% |
$949K - $1.13M
|
515
$103K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-5.7K- 1.61% |
$952K - $1.13M
|
348K
$69.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5.71K- 17.06% |
$952K - $1.13M
|
27.7K
$5.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.71K- 2.91% |
$952K - $1.13M
|
190K
$38.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-5.72K- 56.75% |
$955K - $1.13M
|
4.36K
$873K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-5.73K- 0.56% |
$955K - $1.13M
|
1.02M
$204M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-5.73K- 3.85% |
$956K - $1.13M
|
143K
$28.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-5.76K- 5.13% |
$960K - $1.14M
|
106K
$21.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.81K- 5.4% |
$970K - $1.15M
|
102K
$20.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-5.82K- 5.37% |
$971K - $1.15M
|
103K
$20.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.82K- 8.57% |
$971K - $1.15M
|
62.1K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-5.87K- 0.04% |
$980K - $1.16M
|
16M
$3.2B
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-5.87K- 14.23% |
$980K - $1.16M
|
35.4K
$7.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5.89K- 3.12% |
$982K - $1.17M
|
183K
$36.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-5.9K- 3.77% |
$985K - $1.17M
|
151K
$30.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.95K- 7.25% |
$992K - $1.18M
|
76K
$15.2M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.95K- 2.05% |
$993K - $1.18M
|
284K
$56.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-5.99K- 0.41% |
$1M - $1.19M
|
1.44M
$289M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.01K- 4.45% |
$1M - $1.19M
|
129K
$25.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.06K- 1.77% |
$1.01M - $1.2M
|
337K
$67.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.07K- 3.18% |
$1.01M - $1.2M
|
185K
$37.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-6.08K- 1.7% |
$1.01M - $1.2M
|
352K
$70.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-6.1K- 7.98% |
$1.02M - $1.21M
|
70.4K
$14.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.12K- 0.88% |
$1.02M - $1.21M
|
688K
$138M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.12K- 5.75% |
$1.02M - $1.21M
|
100K
$20.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-6.16K- 8.75% |
$1.03M - $1.22M
|
64.3K
$12.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.17K- 1.84% |
$1.03M - $1.22M
|
328K
$65.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.17K- 2.5% |
$1.03M - $1.22M
|
241K
$48.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-6.18K- 0.67% |
$1.03M - $1.22M
|
917K
$184M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-6.19K- 8.04% |
$1.03M - $1.23M
|
70.8K
$14.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.19K- 2.44% |
$1.03M - $1.23M
|
247K
$49.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-6.19K- 14.63% |
$1.03M - $1.23M
|
36.1K
$7.24M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-6.2K- 10.3% |
$1.04M - $1.23M
|
54K
$10.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-6.21K- 5.17% |
$1.04M - $1.23M
|
114K
$22.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-6.22K- 2.49% |
$1.04M - $1.23M
|
244K
$48.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-6.25K- 26.03% |
$1.04M - $1.24M
|
17.7K
$3.55M
|