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 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-10.9K- 2.36% |
$1.82M - $2.17M
|
452K
$90.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-10.9K- 1.76% |
$1.82M - $2.17M
|
609K
$122M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11K- 1.19% |
$1.83M - $2.17M
|
908K
$182M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-11K- 2.46% |
$1.84M - $2.18M
|
436K
$87.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-11K- 1.48% |
$1.84M - $2.18M
|
735K
$147M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-11K- 1.43% |
$1.84M - $2.18M
|
758K
$152M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11K- 3.33% |
$1.84M - $2.19M
|
320K
$64.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-11.1K- 0.5% |
$1.85M - $2.19M
|
2.2M
$441M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-11.1K- 12.95% |
$1.85M - $2.19M
|
74.3K
$14.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-11.1K- 4.37% |
$1.85M - $2.2M
|
243K
$48.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-11.1K- 2.25% |
$1.86M - $2.2M
|
483K
$96.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-11.2K- 7.14% |
$1.87M - $2.21M
|
145K
$29.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-11.2K- 9.36% |
$1.87M - $2.22M
|
109K
$21.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-11.3K- 2.85% |
$1.88M - $2.23M
|
384K
$76.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.3K- 0.82% |
$1.88M - $2.24M
|
1.37M
$274M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-11.3K- 22.49% |
$1.88M - $2.24M
|
38.9K
$7.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11.3K- 4.73% |
$1.89M - $2.25M
|
229K
$45.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-11.4K- 4.78% |
$1.9M - $2.25M
|
227K
$45.4M
|
|
|
Apr 28, 2025
Q4 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-11.4K- 14.11% |
$1.9M - $2.26M
|
69.4K
$13.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-11.5K- 5.63% |
$1.92M - $2.28M
|
193K
$38.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-11.5K- 8.99% |
$1.92M - $2.28M
|
117K
$23.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-11.6K- 2.16% |
$1.93M - $2.29M
|
523K
$105M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-11.6K- 14.6% |
$1.93M - $2.3M
|
67.8K
$13.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-11.6K- 24.18% |
$1.93M - $2.3M
|
36.3K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-11.7K- 76.22% |
$1.95M - $2.32M
|
3.65K
$732K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-11.9K- 85.98% |
$1.98M - $2.35M
|
1.93K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-11.9K- 1.57% |
$1.98M - $2.35M
|
747K
$150M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-11.9K- 2.87% |
$1.99M - $2.36M
|
403K
$80.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-12K- 10.74% |
$1.99M - $2.37M
|
99.3K
$19.9M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-12K- 2.75% |
$2M - $2.37M
|
424K
$84.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-12K- 2.93% |
$2.01M - $2.39M
|
400K
$80M
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-12.1K- 4.63% |
$2.02M - $2.4M
|
249K
$49.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-12.1K- 46.58% |
$2.02M - $2.4M
|
13.9K
$2.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-12.2K- 34.77% |
$2.03M - $2.41M
|
22.8K
$4.57M
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 8.29% |
$2.04M - $2.42M
|
135K
$27M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-12.2K- 3.1% |
$2.04M - $2.42M
|
382K
$76.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12.2K- 5.19% |
$2.04M - $2.42M
|
224K
$44.8M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12.2K- 5.19% |
$2.04M - $2.42M
|
224K
$44.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-12.3K- 3.53% |
$2.05M - $2.43M
|
335K
$67.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-12.3K- 1.44% |
$2.05M - $2.44M
|
839K
$168M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-12.4K- 32.34% |
$2.07M - $2.45M
|
25.9K
$5.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-12.4K- 2.4% |
$2.07M - $2.46M
|
505K
$101M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12.5K- 3.66% |
$2.08M - $2.47M
|
329K
$65.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-12.5K- 4.4% |
$2.09M - $2.48M
|
271K
$54.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-12.5K- 10.52% |
$2.09M - $2.48M
|
106K
$21.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-12.6K- 58.28% |
$2.1M - $2.49M
|
9.01K
$1.8M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-12.7K- 3.26% |
$2.12M - $2.52M
|
378K
$75.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-12.7K- 10.2% |
$2.13M - $2.52M
|
112K
$22.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-12.7K- 8.78% |
$2.13M - $2.53M
|
132K
$26.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-13K- 2.13% |
$2.16M - $2.57M
|
595K
$119M
|