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 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-674- 1.95% |
$112K - $134K
|
33.9K
$8.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-675- 0.45% |
$113K - $134K
|
148K
$36.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-676- 0.25% |
$113K - $134K
|
268K
$65.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-677- 0.31% |
$113K - $134K
|
219K
$53.8M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-677- 18.02% |
$113K - $134K
|
3.08K
$756K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-678- 1.65% |
$113K - $134K
|
40.3K
$9.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-679- 2.26% |
$113K - $135K
|
29.3K
$7.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-686- 10.25% |
$114K - $136K
|
6.01K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-687- 0.26% |
$115K - $136K
|
262K
$64.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-688- 0.39% |
$115K - $136K
|
177K
$43.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-690- 33.53% |
$115K - $137K
|
1.37K
$336K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-691- 2.77% |
$115K - $137K
|
24.2K
$5.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-691- 0.74% |
$115K - $137K
|
92.9K
$22.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-696- 1.59% |
$116K - $138K
|
43.1K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-696- 3.01% |
$116K - $138K
|
22.4K
$5.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-698- 6.54% |
$116K - $138K
|
9.97K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-698- 1.64% |
$116K - $138K
|
42K
$10.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-699- 2.14% |
$117K - $138K
|
32K
$7.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-700- 12.03% |
$117K - $139K
|
5.12K
$1.26M
|
|
|
Mar 05, 2024
Q4 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-700- 0.73% |
$117K - $139K
|
95.8K
$23.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-710- 0.85% |
$118K - $141K
|
82.5K
$20.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-713- 0.64% |
$119K - $141K
|
111K
$27.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-717- 0.88% |
$120K - $142K
|
80.5K
$19.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-719- 0.92% |
$120K - $142K
|
77.4K
$19M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-722- 1.96% |
$120K - $143K
|
36.1K
$8.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-723- 0.96% |
$121K - $143K
|
74.5K
$18.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-724- 2.14% |
$121K - $143K
|
33.1K
$8.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-724- 0.54% |
$121K - $143K
|
134K
$32.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-725- 4.39% |
$121K - $144K
|
15.8K
$3.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-726- 3.04% |
$121K - $144K
|
23.1K
$5.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-727- 1.34% |
$121K - $144K
|
53.6K
$13.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-729- 3.79% |
$122K - $144K
|
18.5K
$4.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-730- 0.37% |
$122K - $145K
|
194K
$47.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-730- 3.71% |
$122K - $145K
|
18.9K
$4.65M
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-731- 2.41% |
$122K - $145K
|
29.5K
$7.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-733- 0.17% |
$122K - $145K
|
441K
$108M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-734- 6.48% |
$122K - $145K
|
10.6K
$2.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-734- 2.37% |
$122K - $145K
|
30.2K
$7.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-734- 15.09% |
$122K - $145K
|
4.13K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-735- 0.61% |
$123K - $146K
|
119K
$29.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-738- 1.68% |
$123K - $146K
|
43.2K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-738- 1.92% |
$123K - $146K
|
37.8K
$9.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-739- 4.21% |
$123K - $146K
|
16.8K
$4.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-739- 0.37% |
$123K - $146K
|
196K
$48.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-742- 0.35% |
$124K - $147K
|
209K
$51.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-743- 2.95% |
$124K - $147K
|
24.5K
$6.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-746- 13.69% |
$124K - $148K
|
4.7K
$1.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-750- 2.26% |
$125K - $149K
|
32.4K
$7.95M
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-750- 2.35% |
$125K - $149K
|
31.1K
$7.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-753- 2.46% |
$126K - $149K
|
29.9K
$7.35M
|