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 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-11.9K- 85.98% |
$1.98M - $2.35M
|
1.93K
$473K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-11.9K- 1.57% |
$1.98M - $2.35M
|
747K
$183M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-11.9K- 2.87% |
$1.99M - $2.36M
|
403K
$98.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-12K- 10.74% |
$1.99M - $2.37M
|
99.3K
$24.3M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-12K- 2.75% |
$2M - $2.37M
|
424K
$104M
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-12K- 2.93% |
$2.01M - $2.39M
|
400K
$97.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-12.1K- 4.63% |
$2.02M - $2.4M
|
249K
$60.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-12.1K- 46.58% |
$2.02M - $2.4M
|
13.9K
$3.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-12.2K- 34.77% |
$2.03M - $2.41M
|
22.8K
$5.57M
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-12.2K- 8.29% |
$2.04M - $2.42M
|
135K
$33M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-12.2K- 3.1% |
$2.04M - $2.42M
|
382K
$93.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12.2K- 5.19% |
$2.04M - $2.42M
|
224K
$54.7M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-12.2K- 5.19% |
$2.04M - $2.42M
|
224K
$54.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-12.3K- 3.53% |
$2.05M - $2.43M
|
335K
$82M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-12.3K- 1.44% |
$2.05M - $2.44M
|
839K
$205M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-12.4K- 32.34% |
$2.07M - $2.45M
|
25.9K
$6.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-12.4K- 2.4% |
$2.07M - $2.46M
|
505K
$123M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12.5K- 3.66% |
$2.08M - $2.47M
|
329K
$80.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-12.5K- 4.4% |
$2.09M - $2.48M
|
271K
$66.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-12.5K- 10.52% |
$2.09M - $2.48M
|
106K
$26M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-12.6K- 58.28% |
$2.1M - $2.49M
|
9.01K
$2.2M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-12.7K- 3.26% |
$2.12M - $2.52M
|
378K
$92.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-12.7K- 10.2% |
$2.13M - $2.52M
|
112K
$27.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-12.7K- 8.78% |
$2.13M - $2.53M
|
132K
$32.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-13K- 2.13% |
$2.16M - $2.57M
|
595K
$146M
|
|
|
Feb 14, 2024
Q4 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-13K- 23.33% |
$2.16M - $2.57M
|
42.6K
$10.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Nat West Group PLC
|
SELL
|
- |
-13K- 13.67% |
$2.17M - $2.57M
|
81.9K
$20M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-13.1K- 71.79% |
$2.18M - $2.59M
|
5.14K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-13.1K- 7.6% |
$2.19M - $2.6M
|
159K
$39M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-13.2K- 96.91% |
$2.2M - $2.61M
|
421
$103K
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-13.2K- 16.09% |
$2.2M - $2.61M
|
68.8K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Thames Capital Management LLC
New York, NY |
SELL
|
- |
-13.3K- 12.9% |
$2.22M - $2.63M
|
89.7K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-13.3K- 18.86% |
$2.22M - $2.64M
|
57.3K
$14M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-13.3K- 31.35% |
$2.23M - $2.64M
|
29.2K
$7.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-13.4K- 4.09% |
$2.23M - $2.65M
|
314K
$76.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.4K- 3.85% |
$2.24M - $2.65M
|
335K
$81.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-13.5K- 64.1% |
$2.25M - $2.66M
|
7.53K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-13.6K- 2.99% |
$2.28M - $2.7M
|
443K
$108M
|
|
|
Feb 12, 2024
Q4 2023
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-13.7K- 5.96% |
$2.28M - $2.7M
|
216K
$52.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-13.8K- 1.77% |
$2.3M - $2.73M
|
763K
$187M
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-13.9K- 1.0% |
$2.32M - $2.75M
|
1.37M
$335M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-14.1K- 25.38% |
$2.35M - $2.79M
|
41.4K
$10.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-14.2K- 8.28% |
$2.36M - $2.81M
|
157K
$38.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-14.3K- 1.4% |
$2.39M - $2.84M
|
1.01M
$246M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-14.4K- 0.47% |
$2.41M - $2.86M
|
3.08M
$754M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-14.5K- 0.45% |
$2.42M - $2.87M
|
3.19M
$780M
|
|
|
Feb 05, 2024
Q4 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-14.5K- 35.01% |
$2.43M - $2.88M
|
27K
$6.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-14.6K- 3.71% |
$2.43M - $2.88M
|
378K
$92.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 3.41% |
$2.43M - $2.88M
|
412K
$101M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Investors Inc
|
SELL
|
- |
-14.6K- 1.16% |
$2.44M - $2.89M
|
1.24M
$304M
|