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 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-111- 0.69% |
$18.5K - $22K
|
16.1K
$3.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-111- 3.12% |
$18.5K - $22K
|
3.45K
$847K
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-112- 0.54% |
$18.7K - $22.2K
|
20.7K
$5.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-113- 0.64% |
$18.9K - $22.4K
|
17.5K
$4.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-113- 0.93% |
$18.9K - $22.4K
|
12.1K
$2.96M
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-113- 1.29% |
$18.9K - $22.4K
|
8.66K
$2.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-114- 0.38% |
$19K - $22.6K
|
29.7K
$7.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-115- 0.92% |
$19.2K - $22.8K
|
12.4K
$3.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-115- 1.05% |
$19.2K - $22.8K
|
10.8K
$2.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-115- 7.43% |
$19.2K - $22.8K
|
1.43K
$352K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-115- 0.36% |
$19.2K - $22.8K
|
32.1K
$7.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-115- 3.59% |
$19.2K - $22.8K
|
3.09K
$759K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-117- 1.13% |
$19.5K - $23.2K
|
10.3K
$2.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-120- 5.45% |
$20K - $23.8K
|
2.08K
$511K
|
|
|
Jan 24, 2024
Q4 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-122- 0.17% |
$20.4K - $24.2K
|
71.6K
$17.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-122- 0.81% |
$20.4K - $24.2K
|
14.9K
$3.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-124- 2.59% |
$20.7K - $24.6K
|
4.66K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-124- 1.79% |
$20.7K - $24.6K
|
6.82K
$1.67M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-125- 0.54% |
$20.9K - $24.8K
|
23.2K
$5.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-125- 1.8% |
$20.9K - $24.8K
|
6.81K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-125- 0.2% |
$20.9K - $24.8K
|
63.3K
$15.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-125- 4.51% |
$20.9K - $24.8K
|
2.65K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-126- 1.37% |
$21K - $25K
|
9.08K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-127- 0.32% |
$21.2K - $25.2K
|
40.1K
$9.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-129- 0.22% |
$21.5K - $25.6K
|
57.7K
$14.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-129- 0.81% |
$21.5K - $25.6K
|
15.9K
$3.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-129- 2.54% |
$21.5K - $25.6K
|
4.95K
$1.22M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-130- 0.6% |
$21.7K - $25.8K
|
21.7K
$5.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-130- 3.9% |
$21.7K - $25.8K
|
3.2K
$786K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-130- 0.75% |
$21.7K - $25.8K
|
17.2K
$4.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-131- 0.77% |
$21.9K - $26K
|
17K
$4.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
SELL
|
- |
-131- 0.25% |
$21.9K - $26K
|
53.1K
$13M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-132- 0.29% |
$22K - $26.2K
|
45.5K
$11.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-132- 9.87% |
$22K - $26.2K
|
1.21K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-132- 2.49% |
$22K - $26.2K
|
5.18K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-133- 0.11% |
$22.2K - $26.3K
|
120K
$29.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-134- 2.27% |
$22.4K - $26.5K
|
5.76K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-135- 0.13% |
$22.5K - $26.7K
|
105K
$25.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-137- 0.51% |
$22.9K - $27.1K
|
26.7K
$6.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-137- 0.76% |
$22.9K - $27.1K
|
17.8K
$4.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-138- 0.11% |
$23K - $27.3K
|
124K
$30.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-138- 2.24% |
$23K - $27.3K
|
6.01K
$1.48M
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-139- 5.32% |
$23.2K - $27.5K
|
2.48K
$608K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-140- 21.71% |
$23.4K - $27.7K
|
505
$124K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-141- 1.95% |
$23.5K - $27.9K
|
7.08K
$1.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-141- 0.37% |
$23.5K - $27.9K
|
38.2K
$9.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-143- 0.55% |
$23.9K - $28.3K
|
25.7K
$6.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-143- 0.28% |
$23.9K - $28.3K
|
50.1K
$12.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-143- 0.32% |
$23.9K - $28.3K
|
44.3K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-143- 0.95% |
$23.9K - $28.3K
|
15K
$3.67M
|