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 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-50- 0.15% |
$8.34K - $9.91K
|
32.4K
$6.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-50- 0.17% |
$8.34K - $9.91K
|
29.6K
$6.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-51- 0.46% |
$8.51K - $10.1K
|
11.1K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-51- 0.49% |
$8.51K - $10.1K
|
10.4K
$2.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-52- 0.04% |
$8.68K - $10.3K
|
118K
$24.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-52- 0.29% |
$8.68K - $10.3K
|
17.7K
$3.73M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-52- 0.12% |
$8.68K - $10.3K
|
43.3K
$9.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-52- 0.7% |
$8.68K - $10.3K
|
7.39K
$1.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-53- 1.35% |
$8.85K - $10.5K
|
3.86K
$811K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-53- 0.1% |
$8.85K - $10.5K
|
54.1K
$11.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-53- 0.16% |
$8.85K - $10.5K
|
33.8K
$7.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-54- 0.47% |
$9.01K - $10.7K
|
11.4K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-54- 0.07% |
$9.01K - $10.7K
|
81.2K
$17M
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-55- 0.46% |
$9.18K - $10.9K
|
11.8K
$2.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-55- 0.79% |
$9.18K - $10.9K
|
6.89K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-55- 0.65% |
$9.18K - $10.9K
|
8.4K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-56- 0.74% |
$9.35K - $11.1K
|
7.51K
$1.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-56- 0.03% |
$9.35K - $11.1K
|
213K
$44.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-56- 0.09% |
$9.35K - $11.1K
|
65.4K
$13.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-56- 0.39% |
$9.35K - $11.1K
|
14.2K
$2.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-56- 3.62% |
$9.35K - $11.1K
|
1.49K
$313K
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
SELL
|
- |
-57- 0.2% |
$9.51K - $11.3K
|
28.1K
$5.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-57- 0.17% |
$9.51K - $11.3K
|
33.9K
$7.12M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-58- 0.02% |
$9.68K - $11.5K
|
276K
$57.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-58- 0.36% |
$9.68K - $11.5K
|
16K
$3.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-59- 1.61% |
$9.85K - $11.7K
|
3.6K
$755K
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-60- 0.76% |
$10K - $11.9K
|
7.79K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-60- 0.09% |
$10K - $11.9K
|
64.8K
$13.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-61- 0.12% |
$10.2K - $12.1K
|
49.4K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-63- 0.95% |
$10.5K - $12.5K
|
6.58K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-65- 0.49% |
$10.8K - $12.9K
|
13.3K
$2.79M
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-65- 0.5% |
$10.8K - $12.9K
|
13K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-66- 1.88% |
$11K - $13.1K
|
3.45K
$724K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-67- 0.07% |
$11.2K - $13.3K
|
94.6K
$19.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-68- 3.76% |
$11.3K - $13.5K
|
1.74K
$366K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-69- 0.15% |
$11.5K - $13.7K
|
45.8K
$9.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-70- 0.92% |
$11.7K - $13.9K
|
7.58K
$1.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-72- 0.68% |
$12K - $14.3K
|
10.4K
$2.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-72- 1.15% |
$12K - $14.3K
|
6.21K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-72- 0.11% |
$12K - $14.3K
|
67K
$14.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
SELL
|
- |
-74- 2.13% |
$12.3K - $14.7K
|
3.4K
$714K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-74- 0.49% |
$12.3K - $14.7K
|
15K
$3.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-75- 2.51% |
$12.5K - $14.9K
|
2.91K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-75- 0.14% |
$12.5K - $14.9K
|
52.9K
$11.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-77- 0.7% |
$12.9K - $15.3K
|
11K
$2.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-78- 0.39% |
$13K - $15.5K
|
19.9K
$4.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-78- 0.33% |
$13K - $15.5K
|
23.8K
$5M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-78- 0.39% |
$13K - $15.5K
|
19.8K
$4.16M
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-79- 3.2% |
$13.2K - $15.7K
|
2.39K
$501K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-79- 0.56% |
$13.2K - $15.7K
|
14K
$2.95M
|