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 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.12K- 0.24% |
$186K - $221K
|
463K
$114M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.12K- 5.27% |
$186K - $221K
|
20.1K
$4.93M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.12K- 3.88% |
$187K - $222K
|
27.8K
$6.82M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.12K- 6.57% |
$187K - $222K
|
16K
$3.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.12K- 1.55% |
$187K - $222K
|
71.6K
$17.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-1.13K- 6.86% |
$188K - $223K
|
15.3K
$3.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.13K- 7.98% |
$188K - $224K
|
13K
$3.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.13K- 8.04% |
$189K - $224K
|
12.9K
$3.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.13K- 4.46% |
$189K - $224K
|
24.2K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.13K- 2.29% |
$189K - $224K
|
48.2K
$11.8M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.14K- 6.44% |
$190K - $225K
|
16.5K
$4.05M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.14K- 4.41% |
$190K - $226K
|
24.7K
$6.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.15K- 0.86% |
$191K - $227K
|
133K
$32.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-1.15K- 3.82% |
$192K - $227K
|
28.9K
$7.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.15K- 6.84% |
$192K - $228K
|
15.7K
$3.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Legato Capital Management LLC
|
SELL
|
- |
-1.15K- 1.97% |
$192K - $228K
|
57.3K
$14.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.15K- 1.82% |
$192K - $228K
|
62.1K
$15.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.16K- 2.08% |
$193K - $229K
|
54.5K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.16K- 0.71% |
$193K - $230K
|
162K
$39.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.16K- 33.77% |
$194K - $230K
|
2.28K
$560K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.16K- 0.5% |
$194K - $231K
|
230K
$56.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Wd Rutherford LLC
|
SELL
|
- |
-1.17K- 3.25% |
$194K - $231K
|
34.7K
$8.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.17K- 1.5% |
$195K - $231K
|
76.5K
$18.8M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.17K- 35.13% |
$196K - $232K
|
2.16K
$531K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-1.17K- 1.16% |
$196K - $232K
|
99.7K
$24.5M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 2.92% |
$196K - $233K
|
39.1K
$9.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.18K- 2.03% |
$197K - $234K
|
57K
$14M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.18K- 4.4% |
$197K - $234K
|
25.6K
$6.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.19K- 2.56% |
$199K - $236K
|
45.4K
$11.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.19K- 1.24% |
$199K - $236K
|
95.1K
$23.3M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.2K- 0.52% |
$200K - $237K
|
229K
$56.3M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.2K- 1.55% |
$200K - $237K
|
75.9K
$18.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-1.2K- 9.38% |
$200K - $238K
|
11.6K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-1.2K- 24.0% |
$200K - $238K
|
3.8K
$933K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.2K- 5.66% |
$201K - $238K
|
20.1K
$4.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.2K- 0.99% |
$201K - $239K
|
120K
$29.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.21K- 3.7% |
$202K - $239K
|
31.5K
$7.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.21K- 1.06% |
$202K - $240K
|
113K
$27.8M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.21K- 1.06% |
$202K - $240K
|
113K
$27.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 2.79% |
$202K - $240K
|
42.2K
$10.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.22K- 3.13% |
$203K - $241K
|
37.6K
$9.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-1.23K- 1.86% |
$204K - $243K
|
64.8K
$15.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 1.91% |
$204K - $243K
|
62.9K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.23K- 0.84% |
$206K - $244K
|
145K
$35.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Aurora Investment Managers, Llc.
|
SELL
|
- |
-1.24K- 2.69% |
$207K - $245K
|
44.7K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 0.9% |
$207K - $245K
|
136K
$33.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-1.24K- 15.18% |
$207K - $246K
|
6.93K
$1.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Sander Capital Advisors Inc
Seattle, WA |
SELL
|
- |
-1.25K- 0.75% |
$208K - $247K
|
165K
$40.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.25K- 20.18% |
$208K - $247K
|
4.93K
$1.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-1.25K- 0.44% |
$208K - $247K
|
285K
$69.9M
|