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 18, 2024
Q4 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-2.58K- 4.46% |
$430K - $510K
|
55.2K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-2.58K- 22.71% |
$430K - $510K
|
8.77K
$2.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-2.58K- 1.53% |
$431K - $512K
|
166K
$40.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.59K- 20.85% |
$432K - $512K
|
9.81K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2.59K- 4.75% |
$432K - $512K
|
51.9K
$12.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.59K- 1.53% |
$432K - $513K
|
167K
$41M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.59K- 4.76% |
$432K - $513K
|
51.8K
$12.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.59K- 1.63% |
$433K - $514K
|
156K
$38.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-2.6K- 5.87% |
$433K - $514K
|
41.6K
$10.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.6K- 8.61% |
$434K - $516K
|
27.6K
$6.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-2.61K- 21.97% |
$435K - $516K
|
9.25K
$2.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-2.61K- 2.92% |
$435K - $517K
|
86.8K
$21.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-2.61K- 6.46% |
$436K - $518K
|
37.9K
$9.31M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.62K- 2.19% |
$436K - $518K
|
117K
$28.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-2.63K- 3.85% |
$439K - $522K
|
65.8K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.64K- 2.86% |
$441K - $523K
|
89.5K
$22M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-2.65K- 2.52% |
$441K - $524K
|
102K
$25.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-2.65K- 4.89% |
$442K - $524K
|
51.5K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-2.66K- 4.05% |
$443K - $526K
|
62.8K
$15.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-2.67K- 16.51% |
$445K - $528K
|
13.5K
$3.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.67K- 93.25% |
$445K - $528K
|
193
$47.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.68K- 5.63% |
$447K - $530K
|
44.9K
$11M
|
|
|
Jan 19, 2024
Q4 2023
|
Redwood Investments, LLC
|
SELL
|
- |
-2.68K- 6.09% |
$447K - $531K
|
41.4K
$10.2M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.68K- 3.02% |
$447K - $531K
|
86.2K
$21.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2.68K- 12.28% |
$448K - $532K
|
19.2K
$4.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Absher Wealth Management, LLC
|
SELL
|
- |
-2.68K- 2.35% |
$448K - $532K
|
112K
$27.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-2.69K- 0.55% |
$448K - $532K
|
483K
$119M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.69K- 2.28% |
$448K - $532K
|
115K
$28.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.69K- 11.92% |
$449K - $533K
|
19.9K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.69K- 3.52% |
$449K - $533K
|
73.7K
$18.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-2.69K- 4.06% |
$449K - $534K
|
63.7K
$15.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-2.71K- 7.79% |
$451K - $536K
|
32K
$7.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.71K- 0.42% |
$452K - $537K
|
636K
$156M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.71K- 3.08% |
$452K - $537K
|
85.4K
$21M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-2.71K- 4.33% |
$453K - $538K
|
60K
$14.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.72K- 1.77% |
$453K - $538K
|
150K
$37M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2.74K- 2.47% |
$457K - $542K
|
108K
$26.5M
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
SELL
|
- |
-2.74K- 8.29% |
$458K - $543K
|
30.4K
$7.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.75K- 0.43% |
$459K - $545K
|
630K
$155M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.76K- 5.93% |
$461K - $547K
|
43.9K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.78K- 0.75% |
$463K - $550K
|
367K
$90.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-2.78K- 1.59% |
$464K - $551K
|
172K
$42.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.79K- 1.43% |
$465K - $552K
|
192K
$47.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-2.79K- 8.39% |
$465K - $553K
|
30.5K
$7.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.79K- 3.99% |
$465K - $553K
|
67K
$16.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2.79K- 2.28% |
$466K - $553K
|
120K
$29.4M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2.8K- 5.73% |
$466K - $554K
|
46K
$11.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.81K- 3.73% |
$469K - $556K
|
72.6K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.82K- 1.65% |
$470K - $558K
|
168K
$41.3M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-2.83K- 3.73% |
$471K - $560K
|
73K
$17.9M
|