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 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-530- 3.61% |
$88.5K - $105K
|
14.2K
$3.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Asset Management Advisors, LLC
|
SELL
|
- |
-530- 1.14% |
$88.5K - $105K
|
46K
$11.3M
|
|
|
Dec 12, 2024
Q4 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-530- 0.75% |
$88.5K - $105K
|
70.4K
$17.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-532- 0.38% |
$88.8K - $105K
|
138K
$33.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-532- 1.7% |
$88.8K - $105K
|
30.7K
$7.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-534- 0.32% |
$89.1K - $106K
|
169K
$41.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-536- 0.86% |
$89.5K - $106K
|
61.8K
$15.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-536- 0.94% |
$89.5K - $106K
|
56.5K
$13.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-536- 0.75% |
$89.5K - $106K
|
70.5K
$17.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-537- 32.02% |
$89.6K - $106K
|
1.14K
$280K
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-537- 3.35% |
$89.6K - $106K
|
15.5K
$3.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-540- 3.18% |
$90.1K - $107K
|
16.4K
$4.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-541- 0.77% |
$90.3K - $107K
|
69.3K
$17M
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-542- 6.22% |
$90.5K - $107K
|
8.17K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-543- 0.32% |
$90.6K - $108K
|
167K
$41M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-544- 7.27% |
$90.8K - $108K
|
6.94K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-544- 5.25% |
$90.8K - $108K
|
9.82K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-545- 5.29% |
$91K - $108K
|
9.76K
$2.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-546- 8.62% |
$91.1K - $108K
|
5.79K
$1.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-548- 0.22% |
$91.5K - $109K
|
245K
$60.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-548- 1.29% |
$91.5K - $109K
|
41.8K
$10.3M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-548- 7.96% |
$91.5K - $109K
|
6.33K
$1.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-549- 0.52% |
$91.6K - $109K
|
105K
$25.9M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-549- 2.65% |
$91.6K - $109K
|
20.1K
$4.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-549- 1.18% |
$91.6K - $109K
|
46.1K
$11.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-552- 0.63% |
$92.1K - $109K
|
87K
$21.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
SELL
|
- |
-552- 0.93% |
$92.1K - $109K
|
58.8K
$14.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-553- 2.7% |
$92.3K - $110K
|
19.9K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-553- 0.77% |
$92.3K - $110K
|
71.2K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-557- 0.92% |
$93K - $110K
|
59.9K
$14.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-565- 2.08% |
$94.3K - $112K
|
26.5K
$6.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-565- 0.57% |
$94.3K - $112K
|
98.3K
$24.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-565- 5.6% |
$94.3K - $112K
|
9.52K
$2.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-569- 2.07% |
$95K - $113K
|
27K
$6.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-572- 0.9% |
$95.5K - $113K
|
62.8K
$15.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-574- 10.66% |
$95.8K - $114K
|
4.81K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Valueworks LLC
New York, NY |
SELL
|
- |
-575- 2.47% |
$96K - $114K
|
22.7K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-579- 6.32% |
$96.6K - $115K
|
8.59K
$2.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-580- 0.46% |
$96.8K - $115K
|
126K
$30.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-580- 2.15% |
$96.8K - $115K
|
26.4K
$6.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-581- 0.84% |
$97K - $115K
|
68.3K
$16.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-582- 0.43% |
$97.1K - $115K
|
136K
$33.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-582- 1.53% |
$97.1K - $115K
|
37.4K
$9.19M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-586- 3.79% |
$97.8K - $116K
|
14.9K
$3.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-587- 3.33% |
$98K - $116K
|
17.1K
$4.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-588- 8.43% |
$98.1K - $116K
|
6.39K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-588- 1.17% |
$98.1K - $116K
|
49.7K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-588- 3.84% |
$98.1K - $116K
|
14.7K
$3.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-591- 0.45% |
$98.6K - $117K
|
131K
$32.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-595- 0.8% |
$99.3K - $118K
|
73.8K
$18.1M
|