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
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-287- 0.59% |
$47.9K - $56.9K
|
48.6K
$11.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-287- 0.5% |
$47.9K - $56.9K
|
57.4K
$14.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-289- 11.85% |
$48.2K - $57.3K
|
2.15K
$528K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-289- 1.77% |
$48.2K - $57.3K
|
16K
$3.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-291- 5.28% |
$48.6K - $57.7K
|
5.22K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-292- 4.78% |
$48.7K - $57.8K
|
5.82K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-293- 1.13% |
$48.9K - $58K
|
25.6K
$6.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-295- 4.96% |
$49.2K - $58.4K
|
5.66K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-295- 0.98% |
$49.2K - $58.4K
|
29.8K
$7.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-295- 5.29% |
$49.2K - $58.4K
|
5.28K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-296- 1.39% |
$49.4K - $58.6K
|
21K
$5.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Glynn Capital Management LLC
|
SELL
|
- |
-297- 0.92% |
$49.6K - $58.8K
|
32K
$7.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-297- 9.06% |
$49.6K - $58.8K
|
2.98K
$732K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-298- 0.53% |
$49.7K - $59K
|
56K
$13.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-298- 1.77% |
$49.7K - $59K
|
16.5K
$4.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-300- 3.59% |
$50.1K - $59.4K
|
8.07K
$1.98M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-300- 0.61% |
$50.1K - $59.4K
|
48.7K
$12M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-300- 17.34% |
$50.1K - $59.4K
|
1.43K
$351K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-300- 1.32% |
$50.1K - $59.4K
|
22.5K
$5.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-300- 1.66% |
$50.1K - $59.4K
|
17.8K
$4.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-304- 1.23% |
$50.7K - $60.2K
|
24.3K
$5.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-304- 0.15% |
$50.7K - $60.2K
|
206K
$50.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-307- 1.4% |
$51.2K - $60.8K
|
21.6K
$5.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-312- 0.44% |
$52.1K - $61.8K
|
69.9K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-313- 1.36% |
$52.2K - $62K
|
22.7K
$5.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-315- 0.86% |
$52.6K - $62.4K
|
36.2K
$8.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-315- 0.09% |
$52.6K - $62.4K
|
359K
$88.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
SELL
|
- |
-316- 0.57% |
$52.7K - $62.6K
|
55.1K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-317- 0.8% |
$52.9K - $62.8K
|
39.1K
$9.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-318- 1.74% |
$53.1K - $63K
|
18K
$4.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-322- 0.93% |
$53.7K - $63.8K
|
34.2K
$8.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-323- 1.38% |
$53.9K - $64K
|
23K
$5.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-323- 0.73% |
$53.9K - $64K
|
44K
$10.8M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-323- 0.84% |
$53.9K - $64K
|
38.2K
$9.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-327- 1.31% |
$54.6K - $64.8K
|
24.7K
$6.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-327- 4.23% |
$54.6K - $64.8K
|
7.41K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-328- 0.25% |
$54.7K - $65K
|
131K
$32.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-329- 0.28% |
$54.9K - $65.2K
|
116K
$28.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-331- 0.39% |
$55.2K - $65.6K
|
85K
$20.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-333- 1.71% |
$55.6K - $66K
|
19.2K
$4.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-333- 2.98% |
$55.6K - $66K
|
10.8K
$2.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-334- 2.24% |
$55.7K - $66.2K
|
14.5K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-335- 0.42% |
$55.9K - $66.4K
|
78.5K
$19.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-336- 5.87% |
$56.1K - $66.6K
|
5.39K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-337- 0.57% |
$56.2K - $66.8K
|
58.7K
$14.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-339- 0.82% |
$56.6K - $67.2K
|
41K
$10.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-339- 1.61% |
$56.6K - $67.2K
|
20.7K
$5.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-341- 0.77% |
$56.9K - $67.6K
|
44.2K
$10.9M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-342- 6.65% |
$57.1K - $67.8K
|
4.8K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-343- 2.37% |
$57.2K - $68K
|
14.1K
$3.47M
|