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 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-6.25K- 1.14% |
$1.04M - $1.24M
|
543K
$109M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.25K- 25.52% |
$1.04M - $1.24M
|
18.2K
$3.65M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-6.26K- 4.3% |
$1.05M - $1.24M
|
139K
$27.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-6.29K- 0.05% |
$1.05M - $1.25M
|
12.6M
$2.52B
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-6.31K- 3.01% |
$1.05M - $1.25M
|
203K
$40.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-6.32K- 1.61% |
$1.05M - $1.25M
|
387K
$77.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.36K- 6.41% |
$1.06M - $1.26M
|
92.8K
$18.6M
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-6.38K- 20.98% |
$1.07M - $1.26M
|
24K
$4.81M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-6.38K- 25.98% |
$1.07M - $1.26M
|
18.2K
$3.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-6.39K- 15.68% |
$1.07M - $1.27M
|
34.4K
$6.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-6.41K- 3.25% |
$1.07M - $1.27M
|
191K
$38.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-6.42K- 9.9% |
$1.07M - $1.27M
|
58.4K
$11.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6.44K- 1.65% |
$1.07M - $1.28M
|
384K
$77M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-6.44K- 14.28% |
$1.07M - $1.28M
|
38.7K
$7.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-6.47K- 4.27% |
$1.08M - $1.28M
|
145K
$29.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Herald Investment Management LTD
|
SELL
|
- |
-6.5K- 20.63% |
$1.08M - $1.29M
|
25K
$5.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-6.52K- 5.02% |
$1.09M - $1.29M
|
123K
$24.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-6.54K- 2.79% |
$1.09M - $1.3M
|
228K
$45.6M
|
|
|
Dec 02, 2024
Q4 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-6.54K- 3.79% |
$1.09M - $1.3M
|
166K
$33.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-6.6K- 1.25% |
$1.1M - $1.31M
|
521K
$104M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-6.61K- 3.1% |
$1.1M - $1.31M
|
207K
$41.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.62K- 4.26% |
$1.11M - $1.31M
|
149K
$29.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-6.62K- 2.83% |
$1.11M - $1.31M
|
228K
$45.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-6.65K- 0.95% |
$1.11M - $1.32M
|
695K
$139M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-6.65K- 0.61% |
$1.11M - $1.32M
|
1.09M
$218M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6.72K- 22.23% |
$1.12M - $1.33M
|
23.5K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.73K- 0.56% |
$1.12M - $1.33M
|
1.21M
$241M
|
|
|
Feb 13, 2024
Q4 2023
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-6.76K- 16.47% |
$1.13M - $1.34M
|
34.3K
$6.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-6.77K- 10.65% |
$1.13M - $1.34M
|
56.8K
$11.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-6.83K- 2.01% |
$1.14M - $1.35M
|
334K
$66.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-6.88K- 9.73% |
$1.15M - $1.36M
|
63.8K
$12.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-6.97K- 42.54% |
$1.16M - $1.38M
|
9.41K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-6.98K- 85.82% |
$1.17M - $1.38M
|
1.15K
$231K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7.01K- 4.55% |
$1.17M - $1.39M
|
147K
$29.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.02K- 15.36% |
$1.17M - $1.39M
|
38.7K
$7.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.03K- 1.31% |
$1.17M - $1.39M
|
528K
$106M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.08K- 23.43% |
$1.18M - $1.4M
|
23.1K
$4.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7.09K- 20.92% |
$1.18M - $1.41M
|
26.8K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-7.1K- 11.89% |
$1.18M - $1.41M
|
52.6K
$10.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-7.21K- 1.07% |
$1.2M - $1.43M
|
666K
$133M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.28K- 1.85% |
$1.21M - $1.44M
|
387K
$77.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-7.28K- 5.56% |
$1.21M - $1.44M
|
124K
$24.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-7.28K- 70.84% |
$1.22M - $1.44M
|
3K
$600K
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-7.3K- 11.39% |
$1.22M - $1.45M
|
56.8K
$11.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-7.35K- 4.04% |
$1.23M - $1.46M
|
174K
$34.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-7.37K- 3.61% |
$1.23M - $1.46M
|
197K
$39.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.38K- 3.87% |
$1.23M - $1.46M
|
183K
$36.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-7.4K- 63.21% |
$1.23M - $1.47M
|
4.31K
$862K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-7.45K- 1.11% |
$1.24M - $1.48M
|
666K
$133M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.48K- 1.74% |
$1.25M - $1.48M
|
421K
$84.4M
|