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 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-217- 0.36% |
$36.2K - $43K
|
60.8K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-217- 0.35% |
$36.2K - $43K
|
61.5K
$15.1M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-219- 0.59% |
$36.5K - $43.4K
|
37.2K
$9.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-220- 3.03% |
$36.7K - $43.6K
|
7.05K
$1.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-220- 0.45% |
$36.7K - $43.6K
|
48.2K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-221- 0.13% |
$36.9K - $43.8K
|
172K
$42.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-221- 0.6% |
$36.9K - $43.8K
|
36.4K
$8.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-223- 0.13% |
$37.2K - $44.2K
|
171K
$41.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-224- 1.19% |
$37.4K - $44.4K
|
18.6K
$4.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-224- 7.28% |
$37.4K - $44.4K
|
2.86K
$701K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-224- 0.77% |
$37.4K - $44.4K
|
28.9K
$7.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-225- 0.99% |
$37.6K - $44.6K
|
22.5K
$5.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-226- 3.37% |
$37.7K - $44.8K
|
6.49K
$1.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-227- 0.6% |
$37.9K - $45K
|
37.6K
$9.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-228- 0.87% |
$38.1K - $45.2K
|
25.9K
$6.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-229- 3.5% |
$38.2K - $45.4K
|
6.31K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-229- 0.89% |
$38.2K - $45.4K
|
25.4K
$6.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-230- 1.07% |
$38.4K - $45.6K
|
21.3K
$5.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-231- 1.27% |
$38.6K - $45.8K
|
18K
$4.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-234- 1.37% |
$39.1K - $46.4K
|
16.9K
$4.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Searcy Financial Services Inc
|
SELL
|
- |
-236- 0.49% |
$39.4K - $46.8K
|
48.2K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-237- 0.96% |
$39.6K - $47K
|
24.3K
$5.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-237- 1.03% |
$39.6K - $47K
|
22.7K
$5.58M
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-240- 0.4% |
$40.1K - $47.5K
|
59.6K
$14.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Sara Bay Financial
|
SELL
|
- |
-240- 1.1% |
$40.1K - $47.5K
|
21.5K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-240- 1.54% |
$40.1K - $47.5K
|
15.3K
$3.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
SELL
|
- |
-241- 0.71% |
$40.2K - $47.7K
|
33.8K
$8.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-241- 0.42% |
$40.2K - $47.7K
|
57.3K
$14.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-242- 0.35% |
$40.4K - $47.9K
|
69.7K
$17.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-242- 1.19% |
$40.4K - $47.9K
|
20.1K
$4.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-242- 0.95% |
$40.4K - $47.9K
|
25.2K
$6.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-243- 0.5% |
$40.6K - $48.1K
|
48.8K
$12M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-243- 0.26% |
$40.6K - $48.1K
|
93K
$22.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-243- 11.51% |
$40.6K - $48.1K
|
1.87K
$459K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-245- 0.74% |
$40.9K - $48.5K
|
32.9K
$8.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-245- 3.52% |
$40.9K - $48.5K
|
6.72K
$1.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-245- 0.38% |
$40.9K - $48.5K
|
64.3K
$15.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-245- 0.54% |
$40.9K - $48.5K
|
45.3K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-245- 0.52% |
$40.9K - $48.5K
|
46.5K
$11.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-246- 1.2% |
$41.1K - $48.7K
|
20.3K
$4.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-246- 0.47% |
$41.1K - $48.7K
|
52.5K
$12.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-248- 8.27% |
$41.4K - $49.1K
|
2.75K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-248- 0.26% |
$41.4K - $49.1K
|
95.1K
$23.3M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-248- 8.27% |
$41.4K - $49.1K
|
2.75K
$675K
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-249- 1.86% |
$41.6K - $49.3K
|
13.2K
$3.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-249- 0.6% |
$41.6K - $49.3K
|
41.2K
$10.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-250- 2.2% |
$41.7K - $49.5K
|
11.1K
$2.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-250- 0.57% |
$41.7K - $49.5K
|
44K
$10.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-250- 0.57% |
$41.7K - $49.5K
|
44K
$10.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-250- 4.51% |
$41.7K - $49.5K
|
5.29K
$1.3M
|