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 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.7K- 0.91% |
$284K - $337K
|
185K
$45.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.7K- 1.78% |
$284K - $337K
|
93.9K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.71K- 3.98% |
$285K - $338K
|
41.2K
$10.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.71K- 3.04% |
$285K - $339K
|
54.6K
$13.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.71K- 2.36% |
$286K - $339K
|
70.9K
$17.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.72K- 0.66% |
$286K - $340K
|
256K
$63M
|
|
|
Feb 02, 2024
Q4 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.72K- 2.22% |
$288K - $341K
|
76K
$18.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.73K- 0.68% |
$288K - $342K
|
252K
$61.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.73K- 3.64% |
$289K - $343K
|
45.8K
$11.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 3.22% |
$289K - $343K
|
52K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.73K- 0.58% |
$289K - $343K
|
297K
$73M
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-1.74K- 1.18% |
$290K - $344K
|
146K
$35.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.74K- 1.54% |
$290K - $344K
|
111K
$27.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-1.74K- 16.08% |
$290K - $345K
|
9.08K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-1.74K- 6.99% |
$291K - $345K
|
23.2K
$5.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.75K- 5.11% |
$291K - $346K
|
32.4K
$7.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.75K- 1.73% |
$292K - $346K
|
99.5K
$24.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.75K- 1.91% |
$292K - $347K
|
89.9K
$22.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.75K- 89.17% |
$293K - $347K
|
213
$52.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.76K- 1.38% |
$294K - $349K
|
126K
$31M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-1.77K- 3.44% |
$295K - $351K
|
49.7K
$12.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-1.78K- 3.11% |
$296K - $352K
|
55.3K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.78K- 4.21% |
$296K - $352K
|
40.4K
$9.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.78K- 17.35% |
$296K - $352K
|
8.46K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 3.97% |
$297K - $352K
|
43K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.78K- 1.62% |
$297K - $352K
|
108K
$26.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.79K- 0.82% |
$298K - $354K
|
216K
$53.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.79K- 7.07% |
$298K - $354K
|
23.5K
$5.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.79K- 2.16% |
$298K - $354K
|
81K
$19.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-1.79K- 2.5% |
$299K - $355K
|
69.9K
$17.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.8K- 0.23% |
$300K - $356K
|
767K
$188M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-1.8K- 2.99% |
$300K - $357K
|
58.3K
$14.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.8K- 1.74% |
$301K - $357K
|
102K
$25M
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.81K- 0.64% |
$302K - $358K
|
281K
$69M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.82K- 4.04% |
$304K - $360K
|
43.2K
$10.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.82K- 5.79% |
$304K - $361K
|
29.6K
$7.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.83K- 0.36% |
$305K - $362K
|
506K
$124M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.83K- 15.73% |
$305K - $362K
|
9.79K
$2.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.83K- 1.28% |
$305K - $362K
|
140K
$34.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.83K- 1.76% |
$306K - $363K
|
103K
$25.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.84K- 3.16% |
$306K - $364K
|
56.3K
$13.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.84K- 1.05% |
$307K - $364K
|
173K
$42.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.84K- 5.83% |
$307K - $365K
|
29.7K
$7.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.86K- 1.86% |
$311K - $369K
|
98.5K
$24.2M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.87K- 1.16% |
$312K - $370K
|
159K
$39M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.88K- 2.15% |
$314K - $372K
|
85.7K
$21M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.88K- 5.73% |
$314K - $372K
|
30.9K
$7.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.89K- 2.41% |
$316K - $375K
|
76.6K
$18.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.9K- 6.58% |
$317K - $376K
|
27K
$6.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.9K- 3.58% |
$317K - $376K
|
51.1K
$12.5M
|