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 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-34- 0.16% |
$5.67K - $6.74K
|
21.3K
$5.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-34- 0.1% |
$5.67K - $6.74K
|
33.3K
$8.18M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-34- 0.98% |
$5.67K - $6.74K
|
3.45K
$848K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-34- 0.07% |
$5.67K - $6.74K
|
47.5K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-35- 0.03% |
$5.84K - $6.93K
|
101K
$24.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-36- 1.44% |
$6.01K - $7.13K
|
2.47K
$606K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-36- 0.98% |
$6.01K - $7.13K
|
3.65K
$896K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-36- 0.03% |
$6.01K - $7.13K
|
105K
$25.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-36- 0.24% |
$6.01K - $7.13K
|
15K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-36- 0.21% |
$6.01K - $7.13K
|
17.2K
$4.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-37- 0.29% |
$6.17K - $7.33K
|
12.8K
$3.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-37- 0.14% |
$6.17K - $7.33K
|
27K
$6.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-37- 0.11% |
$6.17K - $7.33K
|
33.3K
$8.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-38- 0.2% |
$6.34K - $7.53K
|
19.1K
$4.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-40- 0.07% |
$6.68K - $7.92K
|
58.4K
$14.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-40- 0.14% |
$6.68K - $7.92K
|
29.3K
$7.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-40- 0.29% |
$6.68K - $7.92K
|
13.8K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-40- 0.11% |
$6.68K - $7.92K
|
35.3K
$8.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-42- 0.17% |
$7.01K - $8.32K
|
24K
$5.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-42- 1.09% |
$7.01K - $8.32K
|
3.81K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
- |
-43- 2.3% |
$7.18K - $8.52K
|
1.83K
$449K
|
|
|
Mar 15, 2024
Q4 2023
|
Regis Acquisition Inc.
Denver, CO |
SELL
|
- |
-43- 1.03% |
$7.18K - $8.52K
|
4.15K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-44- 0.92% |
$7.34K - $8.72K
|
4.73K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-44- 0.04% |
$7.34K - $8.72K
|
99.3K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-44- 1.02% |
$7.34K - $8.72K
|
4.28K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-46- 0.23% |
$7.68K - $9.11K
|
20K
$4.9M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-46- 0.16% |
$7.68K - $9.11K
|
28.5K
$7M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-47- 0.44% |
$7.84K - $9.31K
|
10.6K
$2.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-47- 2.11% |
$7.84K - $9.31K
|
2.18K
$535K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-47- 2.3% |
$7.84K - $9.31K
|
2K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-47- 0.08% |
$7.84K - $9.31K
|
57.1K
$14M
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-48- 0.7% |
$8.01K - $9.51K
|
6.84K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-48- 0.11% |
$8.01K - $9.51K
|
44.7K
$11M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-49- 3.63% |
$8.18K - $9.71K
|
1.3K
$319K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-49- 0.21% |
$8.18K - $9.71K
|
23.8K
$5.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-49- 1.16% |
$8.18K - $9.71K
|
4.18K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-49- 1.39% |
$8.18K - $9.71K
|
3.46K
$851K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-50- 0.15% |
$8.34K - $9.91K
|
32.4K
$7.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-50- 0.15% |
$8.34K - $9.91K
|
32.4K
$7.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-50- 0.17% |
$8.34K - $9.91K
|
29.6K
$7.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-51- 0.46% |
$8.51K - $10.1K
|
11.1K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-51- 0.49% |
$8.51K - $10.1K
|
10.4K
$2.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-52- 0.04% |
$8.68K - $10.3K
|
118K
$28.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-52- 0.29% |
$8.68K - $10.3K
|
17.7K
$4.36M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-52- 0.12% |
$8.68K - $10.3K
|
43.3K
$10.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-52- 0.7% |
$8.68K - $10.3K
|
7.39K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-53- 1.35% |
$8.85K - $10.5K
|
3.86K
$948K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-53- 0.1% |
$8.85K - $10.5K
|
54.1K
$13.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-53- 0.16% |
$8.85K - $10.5K
|
33.8K
$8.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-54- 0.47% |
$9.01K - $10.7K
|
11.4K
$2.8M
|