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 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-2.83K- 0.96% |
$472K - $561K
|
292K
$71.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.83K- 2.26% |
$472K - $561K
|
123K
$30.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-2.84K- 8.68% |
$473K - $562K
|
29.9K
$7.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.85K- 0.97% |
$475K - $564K
|
292K
$71.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-2.85K- 9.02% |
$476K - $565K
|
28.8K
$7.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.85K- 7.84% |
$476K - $565K
|
33.5K
$8.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-2.87K- 5.37% |
$479K - $568K
|
50.5K
$12.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.87K- 0.21% |
$479K - $569K
|
1.34M
$329M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.88K- 5.48% |
$480K - $570K
|
49.7K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.88K- 0.83% |
$481K - $571K
|
344K
$84.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-2.89K- 2.14% |
$481K - $572K
|
132K
$32.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-2.89K- 5.27% |
$482K - $572K
|
51.8K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.89K- 2.85% |
$482K - $572K
|
98.4K
$24.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.89K- 1.47% |
$482K - $573K
|
194K
$47.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-2.9K- 1.02% |
$483K - $574K
|
281K
$69.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Portland Hill Asset Management LTD
London, X0 |
SELL
|
- |
-2.9K- 13.31% |
$485K - $575K
|
18.9K
$4.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-2.91K- 1.18% |
$486K - $577K
|
244K
$60M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.92K- 1.62% |
$487K - $578K
|
177K
$43.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-2.92K- 10.26% |
$488K - $579K
|
25.6K
$6.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.92K- 1.33% |
$488K - $579K
|
217K
$53.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-2.93K- 5.28% |
$489K - $581K
|
52.6K
$12.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-2.94K- 10.09% |
$490K - $582K
|
26.2K
$6.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-2.96K- 5.41% |
$493K - $585K
|
51.7K
$12.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.96K- 2.52% |
$493K - $586K
|
114K
$28.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.96K- 3.06% |
$494K - $586K
|
93.7K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.96K- 2.8% |
$494K - $586K
|
103K
$25.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.96K- 1.34% |
$494K - $587K
|
218K
$53.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-2.98K- 2.0% |
$498K - $591K
|
146K
$35.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.99K- 6.75% |
$499K - $593K
|
41.3K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.02K- 2.02% |
$503K - $597K
|
146K
$35.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.02K- 10.19% |
$504K - $599K
|
26.6K
$6.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-3.02K- 5.08% |
$505K - $599K
|
56.4K
$13.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-3.03K- 11.98% |
$505K - $600K
|
22.2K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.05K- 0.75% |
$509K - $604K
|
404K
$99.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.05K- 5.28% |
$509K - $605K
|
54.7K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-3.06K- 5.75% |
$510K - $605K
|
50.1K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-3.06K- 2.3% |
$510K - $606K
|
130K
$32M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-3.06K- 14.76% |
$511K - $607K
|
17.7K
$4.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.09K- 10.85% |
$515K - $611K
|
25.3K
$6.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.11K- 9.81% |
$519K - $616K
|
28.6K
$7.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-3.11K- 6.95% |
$519K - $616K
|
41.6K
$10.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.12K- 29.0% |
$521K - $618K
|
7.64K
$1.88M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.13K- 7.54% |
$522K - $620K
|
38.3K
$9.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.13K- 3.14% |
$522K - $620K
|
96.4K
$23.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.13K- 2.17% |
$523K - $620K
|
141K
$34.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-3.14K- 1.45% |
$524K - $622K
|
213K
$52.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-3.14K- 1.39% |
$524K - $622K
|
222K
$54.7M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-3.14K- 1.04% |
$525K - $623K
|
298K
$73.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-3.15K- 1.61% |
$525K - $623K
|
192K
$47.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-3.16K- 9.03% |
$527K - $625K
|
31.8K
$7.82M
|