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 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 3.41% |
$2.43M - $2.88M
|
412K
$101M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-14.6K- 1.16% |
$2.44M - $2.89M
|
1.24M
$306M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-14.8K- 10.4% |
$2.46M - $2.92M
|
127K
$31.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-14.8K- 9.27% |
$2.46M - $2.93M
|
145K
$35.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-14.8K- 17.42% |
$2.47M - $2.93M
|
70K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-14.8K- 82.71% |
$2.47M - $2.93M
|
3.1K
$760K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-15.1K- 9.91% |
$2.51M - $2.98M
|
137K
$33.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-15.1K- 29.87% |
$2.51M - $2.98M
|
35.4K
$8.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15.1K- 6.78% |
$2.52M - $2.99M
|
208K
$51M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-15.1K- 57.69% |
$2.53M - $3M
|
11.1K
$2.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-15.2K- 3.69% |
$2.54M - $3.01M
|
397K
$97.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-15.3K- 0.59% |
$2.55M - $3.03M
|
2.56M
$628M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-15.3K- 11.33% |
$2.56M - $3.04M
|
120K
$29.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-15.5K- 1.27% |
$2.58M - $3.07M
|
1.2M
$295M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-15.6K- 1.77% |
$2.6M - $3.09M
|
866K
$213M
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-15.8K- 2.65% |
$2.63M - $3.12M
|
579K
$142M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-15.9K- 1.54% |
$2.65M - $3.15M
|
1.02M
$250M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-16.1K- 2.01% |
$2.68M - $3.18M
|
781K
$192M
|
|
|
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
$559M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-16.1K- 59.86% |
$2.69M - $3.19M
|
10.8K
$2.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.2K- 11.28% |
$2.7M - $3.21M
|
127K
$31.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.2K- 2.03% |
$2.7M - $3.21M
|
783K
$192M
|
|
|
Feb 13, 2024
Q4 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-16.3K- 8.65% |
$2.73M - $3.24M
|
173K
$42.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-16.4K- 3.67% |
$2.73M - $3.24M
|
429K
$105M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-16.5K- 10.12% |
$2.75M - $3.26M
|
146K
$35.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-16.5K- 7.45% |
$2.75M - $3.27M
|
205K
$50.3M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-16.6K- 4.8% |
$2.77M - $3.29M
|
329K
$80.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-16.8K- 12.13% |
$2.8M - $3.32M
|
121K
$29.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-16.8K- 2.08% |
$2.8M - $3.32M
|
791K
$194M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.9K- 4.76% |
$2.82M - $3.35M
|
339K
$83.2M
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-17K- 6.05% |
$2.83M - $3.36M
|
264K
$64.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-17.2K- 14.4% |
$2.86M - $3.4M
|
102K
$25M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-17.2K- 13.93% |
$2.87M - $3.41M
|
106K
$26.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-17.2K- 9.65% |
$2.87M - $3.41M
|
161K
$39.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-17.3K- 1.66% |
$2.88M - $3.42M
|
1.03M
$252M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-17.4K- 3.71% |
$2.9M - $3.44M
|
450K
$110M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-17.4K- 5.37% |
$2.9M - $3.44M
|
306K
$75.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-17.4K- 7.83% |
$2.91M - $3.45M
|
205K
$50.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-17.5K- 14.6% |
$2.91M - $3.46M
|
102K
$25.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-17.5K- 3.53% |
$2.92M - $3.47M
|
478K
$117M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-17.6K- 25.61% |
$2.94M - $3.49M
|
51.2K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-17.8K- 1.26% |
$2.97M - $3.52M
|
1.39M
$341M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-17.9K- 2.66% |
$2.98M - $3.54M
|
654K
$160M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-18K- 6.53% |
$3M - $3.56M
|
257K
$63.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-18K- 22.81% |
$3M - $3.56M
|
60.9K
$14.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-18.1K- 0.6% |
$3.02M - $3.58M
|
3.02M
$741M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-18.2K- 33.92% |
$3.03M - $3.6M
|
35.4K
$8.69M
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-18.4K- 26.89% |
$3.08M - $3.65M
|
50.2K
$12.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-18.8K- 66.36% |
$3.13M - $3.72M
|
9.52K
$2.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-18.8K- 29.51% |
$3.14M - $3.72M
|
44.9K
$11M
|