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 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-8.68K- 7.55% |
$1.45M - $1.72M
|
106K
$27.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-8.75K- 76.32% |
$1.46M - $1.73M
|
2.72K
$714K
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-8.78K- 36.15% |
$1.46M - $1.74M
|
15.5K
$4.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-8.78K- 3.19% |
$1.47M - $1.74M
|
267K
$70.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Eos Management, L.P.
|
SELL
|
- |
-8.8K- 8.99% |
$1.47M - $1.74M
|
89.1K
$23.4M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-8.81K- 2.53% |
$1.47M - $1.74M
|
339K
$89M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-8.84K- 0.73% |
$1.47M - $1.75M
|
1.21M
$317M
|
|
|
Feb 14, 2024
Q4 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-8.84K- 12.27% |
$1.47M - $1.75M
|
63.2K
$16.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-8.85K- 1.39% |
$1.48M - $1.75M
|
628K
$165M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-8.85K- 4.59% |
$1.48M - $1.75M
|
184K
$48.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-8.85K- 5.18% |
$1.48M - $1.75M
|
162K
$42.6M
|
|
|
Oct 01, 2025
Q4 2023
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-8.88K- 3.43% |
$1.48M - $1.76M
|
250K
$65.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
SELL
|
- |
-9K- 13.04% |
$1.5M - $1.78M
|
60K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-9.01K- 40.06% |
$1.5M - $1.79M
|
13.5K
$3.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-9.02K- 3.89% |
$1.51M - $1.79M
|
223K
$58.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-9.09K- 1.3% |
$1.52M - $1.8M
|
690K
$181M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-9.14K- 2.67% |
$1.53M - $1.81M
|
333K
$87.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-9.17K- 1.54% |
$1.53M - $1.82M
|
587K
$154M
|
|
|
Feb 14, 2024
Q4 2023
|
Carroll Investors, Inc
|
SELL
|
- |
-9.2K- 9.51% |
$1.54M - $1.82M
|
87.6K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-9.23K- 2.67% |
$1.54M - $1.83M
|
336K
$88.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-9.33K- 4.52% |
$1.56M - $1.85M
|
197K
$51.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-9.34K- 21.77% |
$1.56M - $1.85M
|
33.6K
$8.82M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-9.41K- 3.27% |
$1.57M - $1.86M
|
279K
$73.2M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-9.44K- 8.96% |
$1.58M - $1.87M
|
95.9K
$25.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-9.48K- 3.29% |
$1.58M - $1.88M
|
278K
$73.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-9.49K- 23.94% |
$1.58M - $1.88M
|
30.2K
$7.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.53K- 2.84% |
$1.59M - $1.89M
|
326K
$85.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-9.56K- 9.93% |
$1.59M - $1.89M
|
86.7K
$22.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-9.61K- 11.65% |
$1.6M - $1.9M
|
72.8K
$19.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-9.76K- 9.82% |
$1.63M - $1.93M
|
89.6K
$23.5M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-9.76K- 17.44% |
$1.63M - $1.93M
|
46.2K
$12.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-9.79K- 7.04% |
$1.63M - $1.94M
|
129K
$34M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-9.8K- 2.92% |
$1.64M - $1.94M
|
325K
$85.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-9.81K- 5.87% |
$1.64M - $1.94M
|
157K
$41.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-9.86K- 6.14% |
$1.65M - $1.95M
|
151K
$39.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-9.87K- 0.51% |
$1.65M - $1.95M
|
1.91M
$503M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.87K- 0.51% |
$1.65M - $1.95M
|
1.91M
$503M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-9.88K- 6.62% |
$1.65M - $1.96M
|
139K
$36.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.9K- 6.92% |
$1.65M - $1.96M
|
133K
$35M
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-9.9K- 3.32% |
$1.65M - $1.96M
|
289K
$75.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-9.96K- 9.79% |
$1.66M - $1.97M
|
91.8K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-9.97K- 6.71% |
$1.66M - $1.98M
|
139K
$36.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-10K- 52.35% |
$1.67M - $1.98M
|
9.1K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-10.1K- 35.97% |
$1.69M - $2M
|
18K
$4.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 5.29% |
$1.7M - $2.02M
|
183K
$48.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-10.2K- 3.85% |
$1.71M - $2.03M
|
256K
$67.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-10.3K- 8.04% |
$1.71M - $2.03M
|
117K
$30.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-10.3K- 3.59% |
$1.72M - $2.05M
|
277K
$72.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-10.3K- 1.17% |
$1.73M - $2.05M
|
872K
$229M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-10.4K- 8.0% |
$1.73M - $2.05M
|
119K
$31.3M
|