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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-181- 0.25% |
$30.2K - $35.9K
|
73.7K
$18.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-183- 2.11% |
$30.5K - $36.3K
|
8.49K
$2.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-184- 0.23% |
$30.7K - $36.5K
|
80.8K
$19.8M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-184- 0.23% |
$30.7K - $36.5K
|
78.3K
$19.2M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-184- 0.13% |
$30.7K - $36.5K
|
141K
$34.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-185- 1.43% |
$30.9K - $36.7K
|
12.7K
$3.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-185- 1.72% |
$30.9K - $36.7K
|
10.6K
$2.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-186- 1.05% |
$31K - $36.8K
|
17.5K
$4.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-186- 1.72% |
$31K - $36.8K
|
10.6K
$2.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-187- 0.61% |
$31.2K - $37K
|
30.5K
$7.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-187- 4.52% |
$31.2K - $37K
|
3.95K
$969K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-187- 0.5% |
$31.2K - $37K
|
37.5K
$9.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-188- 0.44% |
$31.4K - $37.2K
|
42.5K
$10.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-189- 0.8% |
$31.5K - $37.4K
|
23.5K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-189- 2.2% |
$31.5K - $37.4K
|
8.42K
$2.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-190- 0.36% |
$31.7K - $37.6K
|
53.1K
$13M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-190- 1.65% |
$31.7K - $37.6K
|
11.3K
$2.78M
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
SELL
|
- |
-192- 1.85% |
$32K - $38K
|
10.2K
$2.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-192- 0.47% |
$32K - $38K
|
40.9K
$10M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-193- 1.43% |
$32.2K - $38.2K
|
13.3K
$3.27M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-193- 0.36% |
$32.2K - $38.2K
|
53.5K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-194- 18.08% |
$32.4K - $38.4K
|
879
$216K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-195- 3.56% |
$32.5K - $38.6K
|
5.29K
$1.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-196- 0.17% |
$32.7K - $38.8K
|
114K
$28.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-196- 0.72% |
$32.7K - $38.8K
|
27K
$6.63M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-198- 0.45% |
$33K - $39.2K
|
43.4K
$10.7M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-198- 0.08% |
$33K - $39.2K
|
254K
$62.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-199- 0.51% |
$33.2K - $39.4K
|
39.1K
$9.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-200- 5.03% |
$33.4K - $39.6K
|
3.78K
$928K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-200- 0.22% |
$33.4K - $39.6K
|
91.9K
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 4.58% |
$33.4K - $39.6K
|
4.17K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-200- 0.13% |
$33.4K - $39.6K
|
156K
$38.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-200- 8.51% |
$33.4K - $39.6K
|
2.15K
$528K
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-201- 0.42% |
$33.5K - $39.8K
|
48.1K
$11.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-203- 0.42% |
$33.9K - $40.2K
|
47.9K
$11.8M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-203- 3.03% |
$33.9K - $40.2K
|
6.51K
$1.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-203- 0.78% |
$33.9K - $40.2K
|
25.7K
$6.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-205- 0.14% |
$34.2K - $40.6K
|
147K
$36.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-205- 1.21% |
$34.2K - $40.6K
|
16.8K
$4.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-207- 0.45% |
$34.5K - $41K
|
45.7K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-207- 0.33% |
$34.5K - $41K
|
61.9K
$15.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-209- 3.46% |
$34.9K - $41.4K
|
5.83K
$1.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-209- 1.21% |
$34.9K - $41.4K
|
17K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-209- 0.93% |
$34.9K - $41.4K
|
22.1K
$5.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-210- 0.66% |
$35K - $41.6K
|
31.5K
$7.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-210- 1.93% |
$35K - $41.6K
|
10.7K
$2.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-210- 14.11% |
$35K - $41.6K
|
1.28K
$314K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-213- 1.44% |
$35.5K - $42.2K
|
14.6K
$3.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-216- 0.12% |
$36K - $42.8K
|
181K
$44.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-216- 0.64% |
$36K - $42.8K
|
33.7K
$8.28M
|