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 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-16.5K- 7.45% |
$2.75M - $3.27M
|
205K
$41.1M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-16.6K- 4.8% |
$2.77M - $3.29M
|
329K
$66M
|
|
|
Feb 12, 2024
Q4 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-16.8K- 12.13% |
$2.8M - $3.32M
|
121K
$24.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-16.8K- 2.08% |
$2.8M - $3.32M
|
791K
$158M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.9K- 4.76% |
$2.82M - $3.35M
|
339K
$67.9M
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-17K- 6.05% |
$2.83M - $3.36M
|
264K
$52.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Stf Management LP
Frisco, TX |
SELL
|
- |
-17.2K- 14.4% |
$2.86M - $3.4M
|
102K
$20.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
SELL
|
- |
-17.2K- 13.93% |
$2.87M - $3.41M
|
106K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-17.2K- 9.65% |
$2.87M - $3.41M
|
161K
$32.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-17.3K- 1.66% |
$2.88M - $3.42M
|
1.03M
$206M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-17.4K- 3.71% |
$2.9M - $3.44M
|
450K
$90.1M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-17.4K- 5.37% |
$2.9M - $3.44M
|
306K
$61.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-17.4K- 7.83% |
$2.91M - $3.45M
|
205K
$41M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-17.5K- 14.6% |
$2.91M - $3.46M
|
102K
$20.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-17.5K- 3.53% |
$2.92M - $3.47M
|
478K
$95.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-17.6K- 25.61% |
$2.94M - $3.49M
|
51.2K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-17.8K- 1.26% |
$2.97M - $3.52M
|
1.39M
$278M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-17.9K- 2.66% |
$2.98M - $3.54M
|
654K
$131M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-18K- 6.53% |
$3M - $3.56M
|
257K
$51.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-18K- 22.81% |
$3M - $3.56M
|
60.9K
$12.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-18.1K- 0.6% |
$3.02M - $3.58M
|
3.02M
$605M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-18.2K- 33.92% |
$3.03M - $3.6M
|
35.4K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-18.4K- 26.89% |
$3.08M - $3.65M
|
50.2K
$10M
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-18.8K- 66.36% |
$3.13M - $3.72M
|
9.52K
$1.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-18.8K- 29.51% |
$3.14M - $3.72M
|
44.9K
$8.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-18.9K- 5.69% |
$3.15M - $3.74M
|
313K
$62.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-18.9K- 0.86% |
$3.15M - $3.74M
|
2.18M
$437M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-19K- 3.11% |
$3.17M - $3.77M
|
593K
$119M
|
|
|
Feb 13, 2024
Q4 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-19.1K- 10.71% |
$3.19M - $3.79M
|
160K
$32M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
SELL
|
- |
-19.1K- 1.28% |
$3.2M - $3.79M
|
1.48M
$296M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-19.2K- 6.75% |
$3.2M - $3.8M
|
264K
$53M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-19.2K- 0.79% |
$3.21M - $3.81M
|
2.4M
$482M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-19.4K- 9.63% |
$3.23M - $3.84M
|
182K
$36.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-19.7K- 4.22% |
$3.29M - $3.9M
|
447K
$89.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-19.7K- 24.89% |
$3.29M - $3.91M
|
59.5K
$11.9M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-19.8K- 2.95% |
$3.3M - $3.92M
|
651K
$130M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-20K- 8.39% |
$3.33M - $3.95M
|
218K
$43.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-20.4K- 1.97% |
$3.4M - $4.03M
|
1.01M
$203M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-20.4K- 21.59% |
$3.4M - $4.04M
|
74K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-20.4K- 2.68% |
$3.4M - $4.04M
|
741K
$148M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-20.7K- 16.8% |
$3.46M - $4.11M
|
103K
$20.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-20.8K- 4.72% |
$3.47M - $4.12M
|
419K
$84M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-20.8K- 36.34% |
$3.48M - $4.13M
|
36.5K
$7.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-21K- 1.39% |
$3.51M - $4.17M
|
1.49M
$299M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-21K- 1.42% |
$3.51M - $4.17M
|
1.46M
$293M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-21.3K- 0.32% |
$3.55M - $4.22M
|
6.69M
$1.34B
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-21.4K- 2.37% |
$3.57M - $4.23M
|
880K
$176M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-21.5K- 2.41% |
$3.59M - $4.26M
|
871K
$174M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-21.5K- 10.62% |
$3.59M - $4.27M
|
181K
$36.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-21.7K- 20.65% |
$3.62M - $4.3M
|
83.5K
$16.7M
|