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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-10.5K- 9.44% |
$1.75M - $2.08M
|
101K
$26.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10.5K- 1.36% |
$1.75M - $2.08M
|
761K
$200M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10.5K- 2.59% |
$1.75M - $2.08M
|
395K
$104M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-10.5K- 1.61% |
$1.76M - $2.09M
|
645K
$169M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-10.6K- 2.11% |
$1.76M - $2.09M
|
490K
$129M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-10.6K- 16.95% |
$1.76M - $2.09M
|
51.7K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-10.6K- 1.47% |
$1.77M - $2.1M
|
707K
$186M
|
|
|
Feb 06, 2024
Q4 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10.6K- 8.85% |
$1.77M - $2.1M
|
109K
$28.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-10.6K- 40.85% |
$1.77M - $2.11M
|
15.4K
$4.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
SELL
|
- |
-10.7K- 10.71% |
$1.78M - $2.11M
|
88.9K
$23.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-10.7K- 2.32% |
$1.78M - $2.11M
|
449K
$118M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-10.7K- 6.02% |
$1.78M - $2.11M
|
167K
$43.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-10.7K- 28.56% |
$1.78M - $2.12M
|
26.7K
$7.02M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-10.7K- 12.46% |
$1.78M - $2.12M
|
75.1K
$19.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-10.8K- 13.81% |
$1.8M - $2.13M
|
67.2K
$17.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-10.8K- 13.64% |
$1.81M - $2.15M
|
68.6K
$18M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-10.9K- 4.89% |
$1.82M - $2.16M
|
212K
$55.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-10.9K- 2.36% |
$1.82M - $2.17M
|
452K
$119M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-10.9K- 1.76% |
$1.82M - $2.17M
|
609K
$160M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11K- 1.19% |
$1.83M - $2.17M
|
908K
$239M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-11K- 2.46% |
$1.84M - $2.18M
|
436K
$115M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-11K- 1.48% |
$1.84M - $2.18M
|
735K
$193M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-11K- 1.43% |
$1.84M - $2.18M
|
758K
$199M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11K- 3.33% |
$1.84M - $2.19M
|
320K
$84.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-11.1K- 0.5% |
$1.85M - $2.19M
|
2.2M
$578M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-11.1K- 12.95% |
$1.85M - $2.19M
|
74.3K
$19.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-11.1K- 4.37% |
$1.85M - $2.2M
|
243K
$63.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-11.1K- 2.25% |
$1.86M - $2.2M
|
483K
$127M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-11.2K- 7.14% |
$1.87M - $2.21M
|
145K
$38.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-11.2K- 9.36% |
$1.87M - $2.22M
|
109K
$28.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Baskin Financial Services Inc.
|
SELL
|
- |
-11.3K- 2.85% |
$1.88M - $2.23M
|
384K
$101M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.3K- 0.82% |
$1.88M - $2.24M
|
1.37M
$359M
|
|
|
Feb 16, 2024
Q4 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-11.3K- 22.49% |
$1.88M - $2.24M
|
38.9K
$10.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11.3K- 4.73% |
$1.89M - $2.25M
|
229K
$60.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-11.4K- 4.78% |
$1.9M - $2.25M
|
227K
$59.5M
|
|
|
Apr 28, 2025
Q4 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-11.4K- 14.11% |
$1.9M - $2.26M
|
69.4K
$18.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-11.5K- 5.63% |
$1.92M - $2.28M
|
193K
$50.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-11.5K- 8.99% |
$1.92M - $2.28M
|
117K
$30.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-11.6K- 2.16% |
$1.93M - $2.29M
|
523K
$138M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-11.6K- 14.6% |
$1.93M - $2.3M
|
67.8K
$17.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-11.6K- 24.18% |
$1.93M - $2.3M
|
36.3K
$9.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-11.7K- 76.22% |
$1.95M - $2.32M
|
3.65K
$960K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-11.9K- 85.98% |
$1.98M - $2.35M
|
1.93K
$508K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-11.9K- 1.57% |
$1.98M - $2.35M
|
747K
$196M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-11.9K- 2.87% |
$1.99M - $2.36M
|
403K
$106M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-12K- 10.74% |
$1.99M - $2.37M
|
99.3K
$26.1M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-12K- 2.75% |
$2M - $2.37M
|
424K
$111M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-12K- 2.93% |
$2.01M - $2.39M
|
400K
$105M
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-12.1K- 4.63% |
$2.02M - $2.4M
|
249K
$65.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-12.1K- 46.58% |
$2.02M - $2.4M
|
13.9K
$3.65M
|