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
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-1.25K- 20.24% |
$209K - $248K
|
4.93K
$1.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-1.25K- 22.82% |
$209K - $248K
|
4.23K
$1.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 1.22% |
$209K - $248K
|
101K
$24.9M
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.25K- 25.81% |
$209K - $248K
|
3.6K
$884K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-1.25K- 1.07% |
$209K - $248K
|
116K
$28.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.26K- 1.06% |
$210K - $249K
|
117K
$28.8M
|
|
|
Jan 04, 2024
Q4 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-1.27K- 7.92% |
$211K - $251K
|
14.7K
$3.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.27K- 0.93% |
$211K - $251K
|
135K
$33.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Prospect Hill Management, LLC
|
SELL
|
- |
-1.27K- 0.25% |
$211K - $251K
|
514K
$126M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.27K- 4.74% |
$212K - $252K
|
25.5K
$6.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 1.58% |
$212K - $252K
|
79.5K
$19.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-1.28K- 2.68% |
$213K - $253K
|
46.3K
$11.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
SELL
|
- |
-1.28K- 12.41% |
$213K - $253K
|
9.02K
$2.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-1.28K- 0.69% |
$213K - $253K
|
185K
$45.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.29K- 1.43% |
$215K - $255K
|
88.7K
$21.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.29K- 2.04% |
$215K - $256K
|
61.9K
$15.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 1.79% |
$215K - $256K
|
70.7K
$17.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.29K- 3.99% |
$216K - $256K
|
31.1K
$7.64M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.3K- 1.05% |
$217K - $257K
|
122K
$29.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.3K- 7.51% |
$217K - $257K
|
16K
$3.93M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.3K- 8.24% |
$217K - $258K
|
14.5K
$3.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-1.3K- 2.84% |
$217K - $258K
|
44.7K
$11M
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
SELL
|
- |
-1.31K- 5.02% |
$219K - $260K
|
24.8K
$6.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.31K- 5.17% |
$219K - $260K
|
24.1K
$5.92M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.32K- 4.58% |
$220K - $261K
|
27.5K
$6.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.32K- 0.46% |
$221K - $262K
|
283K
$69.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-1.33K- 1.43% |
$222K - $263K
|
91.7K
$22.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.34K- 2.45% |
$224K - $266K
|
53.4K
$13.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.34K- 0.61% |
$224K - $266K
|
220K
$54M
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.35K- 1.82% |
$225K - $267K
|
72.5K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 1.25% |
$226K - $268K
|
107K
$26.3M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.36K- 1.47% |
$226K - $269K
|
90.9K
$22.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.36K- 2.18% |
$226K - $269K
|
61K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.36K- 14.99% |
$227K - $269K
|
7.71K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.36K- 3.29% |
$227K - $270K
|
40K
$9.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.36K- 4.11% |
$227K - $270K
|
31.8K
$7.8M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.37K- 7.44% |
$228K - $271K
|
17K
$4.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.37K- 1.59% |
$228K - $271K
|
84.8K
$20.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.37K- 5.86% |
$228K - $271K
|
22K
$5.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-1.37K- 1.82% |
$229K - $272K
|
74.1K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.38K- 1.42% |
$230K - $273K
|
95.8K
$23.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.38K- 1.9% |
$230K - $274K
|
71.2K
$17.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.39K- 0.8% |
$231K - $275K
|
171K
$42.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.39K- 5.55% |
$232K - $275K
|
23.6K
$5.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-1.4K- 16.37% |
$234K - $278K
|
7.16K
$1.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.4K- 1.75% |
$234K - $278K
|
78.7K
$19.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.4K- 4.06% |
$234K - $278K
|
33.1K
$8.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.4K- 7.8% |
$234K - $278K
|
16.6K
$4.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.41K- 1.79% |
$234K - $278K
|
77.1K
$18.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.41K- 0.74% |
$236K - $280K
|
190K
$46.8M
|