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 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-251- 0.08% |
$41.9K - $49.7K
|
321K
$78.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-254- 1.61% |
$42.4K - $50.3K
|
15.5K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-254- 0.32% |
$42.4K - $50.3K
|
78K
$19.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-255- 0.9% |
$42.6K - $50.5K
|
28K
$6.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-255- 0.29% |
$42.6K - $50.5K
|
86.8K
$21.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-255- 0.17% |
$42.6K - $50.5K
|
146K
$35.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-256- 1.09% |
$42.7K - $50.7K
|
23.2K
$5.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-257- 1.35% |
$42.9K - $50.9K
|
18.7K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-257- 1.88% |
$42.9K - $50.9K
|
13.4K
$3.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-258- 2.09% |
$43.1K - $51.1K
|
12.1K
$2.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-258- 0.26% |
$43.1K - $51.1K
|
99.1K
$24.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-258- 0.6% |
$43.1K - $51.1K
|
42.5K
$10.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-258- 0.61% |
$43.1K - $51.1K
|
42K
$10.3M
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-259- 1.71% |
$43.2K - $51.3K
|
14.9K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-260- 0.68% |
$43.4K - $51.5K
|
37.9K
$9.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-261- 0.61% |
$43.6K - $51.7K
|
42.8K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-261- 6.66% |
$43.6K - $51.7K
|
3.66K
$899K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-262- 1.2% |
$43.7K - $51.9K
|
21.5K
$5.29M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-263- 0.65% |
$43.9K - $52.1K
|
40.4K
$9.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-264- 4.18% |
$44.1K - $52.3K
|
6.05K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-264- 0.18% |
$44.1K - $52.3K
|
147K
$36M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-265- 0.92% |
$44.2K - $52.5K
|
28.7K
$7.04M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-265- 0.12% |
$44.2K - $52.5K
|
225K
$55.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-266- 0.39% |
$44.4K - $52.7K
|
67.9K
$16.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Penbrook Management LLC
|
SELL
|
- |
-266- 5.28% |
$44.4K - $52.7K
|
4.77K
$1.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
SELL
|
- |
-268- 2.38% |
$44.7K - $53.1K
|
11K
$2.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-268- 1.36% |
$44.7K - $53.1K
|
19.5K
$4.79M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-270- 1.56% |
$45.1K - $53.5K
|
17K
$4.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-270- 0.75% |
$45.1K - $53.5K
|
35.9K
$8.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-272- 0.28% |
$45.4K - $53.9K
|
97.1K
$23.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-274- 0.13% |
$45.7K - $54.3K
|
213K
$52.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-275- 0.51% |
$45.9K - $54.5K
|
53.4K
$13.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-275- 2.33% |
$45.9K - $54.5K
|
11.5K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-275- 4.83% |
$45.9K - $54.5K
|
5.42K
$1.33M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-276- 0.61% |
$46.1K - $54.7K
|
45K
$11M
|
|
|
Jan 31, 2024
Q4 2023
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-276- 2.45% |
$46.1K - $54.7K
|
11K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-276- 2.5% |
$46.1K - $54.7K
|
10.8K
$2.64M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-276- 1.72% |
$46.1K - $54.7K
|
15.8K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-277- 1.53% |
$46.2K - $54.9K
|
17.8K
$4.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-278- 1.75% |
$46.4K - $55.1K
|
15.6K
$3.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-279- 0.6% |
$46.6K - $55.3K
|
45.9K
$11.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-280- 7.39% |
$46.7K - $55.5K
|
3.51K
$861K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-281- 0.8% |
$46.9K - $55.7K
|
34.7K
$8.52M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-282- 1.06% |
$47.1K - $55.9K
|
26.3K
$6.47M
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-284- 1.06% |
$47.4K - $56.3K
|
26.5K
$6.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-284- 0.33% |
$47.4K - $56.3K
|
85.9K
$21.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-284- 2.08% |
$47.4K - $56.3K
|
13.4K
$3.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-285- 1.27% |
$47.6K - $56.5K
|
22.2K
$5.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-286- 0.23% |
$47.7K - $56.7K
|
126K
$30.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-286- 1.57% |
$47.7K - $56.7K
|
17.9K
$4.41M
|