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 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-596- 0.93% |
$99.5K - $118K
|
63.3K
$15.6M
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-598- 2.64% |
$99.8K - $118K
|
22.1K
$5.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-599- 0.21% |
$100K - $119K
|
289K
$70.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-600- 3.41% |
$100K - $119K
|
17K
$4.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-601- 1.06% |
$100K - $119K
|
55.9K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-601- 0.84% |
$100K - $119K
|
70.6K
$17.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-606- 3.19% |
$101K - $120K
|
18.4K
$4.52M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-608- 0.57% |
$101K - $120K
|
105K
$25.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-609- 0.83% |
$102K - $121K
|
73.1K
$17.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-609- 2.45% |
$102K - $121K
|
24.3K
$5.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-610- 1.66% |
$102K - $121K
|
36.1K
$8.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-613- 20.12% |
$102K - $121K
|
2.43K
$598K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-617- 2.21% |
$103K - $122K
|
27.4K
$6.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-617- 7.02% |
$103K - $122K
|
8.17K
$2.01M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-618- 2.03% |
$103K - $122K
|
29.8K
$7.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-620- 0.37% |
$103K - $123K
|
165K
$40.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-623- 0.62% |
$104K - $123K
|
99.5K
$24.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-628- 0.73% |
$105K - $124K
|
85.3K
$21M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-629- 5.01% |
$105K - $125K
|
11.9K
$2.93M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-630- 2.72% |
$105K - $125K
|
22.5K
$5.53M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-630- 0.67% |
$105K - $125K
|
92.9K
$22.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-630- 4.06% |
$105K - $125K
|
14.9K
$3.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-631- 0.62% |
$105K - $125K
|
101K
$24.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-631- 0.92% |
$105K - $125K
|
67.6K
$16.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-635- 0.33% |
$106K - $126K
|
191K
$46.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-636- 0.84% |
$106K - $126K
|
75.3K
$18.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-637- 1.14% |
$106K - $126K
|
55.3K
$13.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-640- 1.42% |
$107K - $127K
|
44.4K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-642- 30.48% |
$107K - $127K
|
1.46K
$359K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-645- 0.94% |
$108K - $128K
|
68.3K
$16.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-647- 2.58% |
$108K - $128K
|
24.5K
$6M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-649- 2.13% |
$108K - $129K
|
29.8K
$7.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-649- 1.31% |
$108K - $129K
|
48.9K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-650- 0.86% |
$108K - $129K
|
74.9K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-651- 10.13% |
$109K - $129K
|
5.78K
$1.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-653- 0.77% |
$109K - $129K
|
83.8K
$20.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-653- 4.22% |
$109K - $129K
|
14.8K
$3.64M
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
SELL
|
- |
-654- 0.93% |
$109K - $130K
|
69.7K
$17.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-655- 4.08% |
$109K - $130K
|
15.4K
$3.78M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-659- 0.97% |
$110K - $131K
|
67.1K
$16.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-659- 0.7% |
$110K - $131K
|
94K
$23.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-662- 1.71% |
$110K - $131K
|
38K
$9.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Emory University
Atlanta, GA |
SELL
|
- |
-667- 33.76% |
$111K - $132K
|
1.31K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-669- 0.91% |
$112K - $133K
|
72.6K
$17.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-670- 0.91% |
$112K - $133K
|
73.3K
$18M
|
|
|
Jan 23, 2024
Q4 2023
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-670- 5.03% |
$112K - $133K
|
12.6K
$3.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-670- 1.45% |
$112K - $133K
|
45.7K
$11.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-671- 3.13% |
$112K - $133K
|
20.8K
$5.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-671- 1.61% |
$112K - $133K
|
41.1K
$10.1M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-671- 5.19% |
$112K - $133K
|
12.3K
$3.01M
|