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
|
Salzhauer Michael
|
SELL
|
- |
-10- 0.29% |
$1.67K - $1.98K
|
3.42K
$839K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-11- 0.88% |
$1.84K - $2.18K
|
1.24K
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-11- 0.05% |
$1.84K - $2.18K
|
23K
$5.65M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-11- 0.06% |
$1.84K - $2.18K
|
18.9K
$4.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-12- 0.43% |
$2K - $2.38K
|
2.75K
$675K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-12- 0.06% |
$2K - $2.38K
|
20.6K
$5.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Palmer Knight CO
|
SELL
|
- |
-12- 0.03% |
$2K - $2.38K
|
41.7K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-12- 0.04% |
$2K - $2.38K
|
30.3K
$7.43M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-13- 0.53% |
$2.17K - $2.58K
|
2.44K
$600K
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-15- 0.05% |
$2.5K - $2.97K
|
28.6K
$7.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-15- 0.19% |
$2.5K - $2.97K
|
7.97K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-15- 0.01% |
$2.5K - $2.97K
|
192K
$47.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Regis Management CO LLC
|
SELL
|
- |
-15- 0.07% |
$2.5K - $2.97K
|
20.8K
$5.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-16- 0.01% |
$2.67K - $3.17K
|
115K
$28.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-17- 0.13% |
$2.84K - $3.37K
|
13K
$3.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-17- 0.21% |
$2.84K - $3.37K
|
8.09K
$1.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-18- 0.39% |
$3K - $3.57K
|
4.55K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-18- 0.09% |
$3K - $3.57K
|
19.6K
$4.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-18- 0.83% |
$3K - $3.57K
|
2.16K
$531K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-19- 0.1% |
$3.17K - $3.76K
|
19.3K
$4.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-19- 0.02% |
$3.17K - $3.76K
|
81.5K
$20M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-20- 0.71% |
$3.34K - $3.96K
|
2.79K
$686K
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-20- 1.42% |
$3.34K - $3.96K
|
1.39K
$341K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-21- 0.05% |
$3.5K - $4.16K
|
39.2K
$9.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-21- 0.14% |
$3.5K - $4.16K
|
15.2K
$3.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-22- 0.02% |
$3.67K - $4.36K
|
130K
$31.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-22- 0.04% |
$3.67K - $4.36K
|
52.5K
$12.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-22- 0.05% |
$3.67K - $4.36K
|
43.9K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-22- 0.02% |
$3.67K - $4.36K
|
93.1K
$22.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-23- 0.13% |
$3.84K - $4.56K
|
18.4K
$4.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-23- 0.07% |
$3.84K - $4.56K
|
34.8K
$8.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-24- 0.22% |
$4.01K - $4.75K
|
10.8K
$2.65M
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-25- 0.35% |
$4.17K - $4.95K
|
7.09K
$1.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-25- 6.67% |
$4.17K - $4.95K
|
350
$85.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-25- 0.53% |
$4.17K - $4.95K
|
4.72K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-25- -0.0% |
$4.17K - $4.95K
|
586K
$144M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-26- 0.13% |
$4.34K - $5.15K
|
19.3K
$4.74M
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
SELL
|
- |
-27- 0.65% |
$4.51K - $5.35K
|
4.12K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-27- 1.15% |
$4.51K - $5.35K
|
2.31K
$568K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-28- 0.24% |
$4.67K - $5.55K
|
11.5K
$2.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-28- 0.24% |
$4.67K - $5.55K
|
11.8K
$2.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-29- 0.15% |
$4.84K - $5.75K
|
19K
$4.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-29- 0.5% |
$4.84K - $5.75K
|
5.74K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Magnolia Wealth Management, LLC
|
SELL
|
- |
-29- 0.62% |
$4.84K - $5.75K
|
4.61K
$1.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-30- 1.65% |
$5.01K - $5.94K
|
1.79K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-30- 0.02% |
$5.01K - $5.94K
|
140K
$34.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-31- 0.19% |
$5.17K - $6.14K
|
16.2K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-31- 0.02% |
$5.17K - $6.14K
|
171K
$41.9M
|
|
|
Feb 27, 2024
Q4 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-31- 9.37% |
$5.17K - $6.14K
|
300
$73.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-32- 0.03% |
$5.34K - $6.34K
|
104K
$25.5M
|