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 14, 2024
Q4 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-13K- 23.33% |
$2.16M - $2.57M
|
42.6K
$8.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Nat West Group PLC
|
SELL
|
- |
-13K- 13.67% |
$2.17M - $2.57M
|
81.9K
$16.4M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-13.1K- 71.79% |
$2.18M - $2.59M
|
5.14K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-13.1K- 7.6% |
$2.19M - $2.6M
|
159K
$31.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-13.2K- 96.91% |
$2.2M - $2.61M
|
421
$84.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-13.2K- 16.09% |
$2.2M - $2.61M
|
68.8K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-13.3K- 12.9% |
$2.22M - $2.63M
|
89.7K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-13.3K- 18.86% |
$2.22M - $2.64M
|
57.3K
$11.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-13.3K- 31.35% |
$2.23M - $2.64M
|
29.2K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-13.4K- 4.09% |
$2.23M - $2.65M
|
314K
$63M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.4K- 3.85% |
$2.24M - $2.65M
|
335K
$67.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-13.5K- 64.1% |
$2.25M - $2.66M
|
7.53K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-13.6K- 2.99% |
$2.28M - $2.7M
|
443K
$88.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-13.7K- 5.96% |
$2.28M - $2.7M
|
216K
$43.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-13.8K- 1.77% |
$2.3M - $2.73M
|
763K
$153M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-13.9K- 1.0% |
$2.32M - $2.75M
|
1.37M
$274M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-14.1K- 25.38% |
$2.35M - $2.79M
|
41.4K
$8.29M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-14.1K- 1.97% |
$2.35M - $2.79M
|
702K
$141M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-14.2K- 8.28% |
$2.36M - $2.81M
|
157K
$31.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-14.3K- 1.4% |
$2.39M - $2.84M
|
1.01M
$202M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-14.4K- 0.47% |
$2.41M - $2.86M
|
3.08M
$618M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-14.5K- 0.45% |
$2.42M - $2.87M
|
3.19M
$639M
|
|
|
Feb 05, 2024
Q4 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-14.5K- 35.01% |
$2.43M - $2.88M
|
27K
$5.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-14.6K- 3.71% |
$2.43M - $2.88M
|
378K
$75.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 3.41% |
$2.43M - $2.88M
|
412K
$82.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-14.6K- 1.16% |
$2.44M - $2.89M
|
1.24M
$249M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-14.8K- 10.4% |
$2.46M - $2.92M
|
127K
$25.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-14.8K- 9.27% |
$2.46M - $2.93M
|
145K
$28.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-14.8K- 17.42% |
$2.47M - $2.93M
|
70K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-14.8K- 82.71% |
$2.47M - $2.93M
|
3.1K
$620K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-15.1K- 9.91% |
$2.51M - $2.98M
|
137K
$27.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-15.1K- 29.87% |
$2.51M - $2.98M
|
35.4K
$7.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15.1K- 6.78% |
$2.52M - $2.99M
|
208K
$41.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-15.1K- 57.69% |
$2.53M - $3M
|
11.1K
$2.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-15.2K- 3.69% |
$2.54M - $3.01M
|
397K
$79.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-15.3K- 0.59% |
$2.55M - $3.03M
|
2.56M
$513M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-15.3K- 11.33% |
$2.56M - $3.04M
|
120K
$24.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-15.5K- 1.27% |
$2.58M - $3.07M
|
1.2M
$241M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-15.6K- 1.77% |
$2.6M - $3.09M
|
866K
$174M
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-15.8K- 2.65% |
$2.63M - $3.12M
|
579K
$116M
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-15.9K- 12.45% |
$2.65M - $3.14M
|
112K
$22.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15.9K- 1.54% |
$2.65M - $3.15M
|
1.02M
$204M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-16.1K- 2.01% |
$2.68M - $3.18M
|
781K
$156M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-16.1K- 0.7% |
$2.69M - $3.19M
|
2.27M
$456M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-16.1K- 59.86% |
$2.69M - $3.19M
|
10.8K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.2K- 11.28% |
$2.7M - $3.21M
|
127K
$25.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.2K- 2.03% |
$2.7M - $3.21M
|
783K
$157M
|
|
|
Feb 13, 2024
Q4 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-16.3K- 8.65% |
$2.73M - $3.24M
|
173K
$34.6M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-16.4K- 3.67% |
$2.73M - $3.24M
|
429K
$85.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-16.5K- 10.12% |
$2.75M - $3.26M
|
146K
$29.3M
|