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 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-754- 2.06% |
$126K - $149K
|
35.9K
$8.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-755- 1.88% |
$126K - $150K
|
39.4K
$9.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-755- 0.44% |
$126K - $150K
|
173K
$42.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-756- 5.53% |
$126K - $150K
|
12.9K
$3.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-758- 1.66% |
$127K - $150K
|
44.9K
$11M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-759- 0.79% |
$127K - $150K
|
95.1K
$23.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-762- 2.05% |
$127K - $151K
|
36.4K
$8.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-763- 8.66% |
$127K - $151K
|
8.05K
$1.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-764- 1.1% |
$128K - $151K
|
68.7K
$16.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-765- 2.6% |
$128K - $152K
|
28.7K
$7.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-767- 23.56% |
$128K - $152K
|
2.49K
$611K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-767- 0.82% |
$128K - $152K
|
92.3K
$22.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-767- 0.56% |
$128K - $152K
|
136K
$33.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-773- 7.78% |
$129K - $153K
|
9.17K
$2.25M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-774- 1.11% |
$129K - $153K
|
68.8K
$16.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-777- 2.32% |
$130K - $154K
|
32.8K
$8.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-780- 19.85% |
$130K - $155K
|
3.15K
$773K
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-780- 1.16% |
$130K - $155K
|
66.6K
$16.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-780- 17.52% |
$130K - $155K
|
3.67K
$901K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-782- 2.18% |
$131K - $155K
|
35K
$8.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-782- 19.92% |
$131K - $155K
|
3.14K
$772K
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-782- 3.37% |
$131K - $155K
|
22.4K
$5.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-783- 2.11% |
$131K - $155K
|
36.3K
$8.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-784- 0.17% |
$131K - $155K
|
463K
$114M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-785- 0.72% |
$131K - $156K
|
108K
$26.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-787- 2.88% |
$131K - $156K
|
26.6K
$6.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-788- 4.27% |
$132K - $156K
|
17.7K
$4.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-789- 5.24% |
$132K - $156K
|
14.3K
$3.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-789- 2.39% |
$132K - $156K
|
32.2K
$7.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-792- 1.58% |
$132K - $157K
|
49.5K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-795- 0.59% |
$133K - $157K
|
133K
$32.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-799- 3.76% |
$133K - $158K
|
20.4K
$5.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-800- 13.64% |
$134K - $158K
|
5.07K
$1.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-801- 3.63% |
$134K - $159K
|
21.3K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-801- 0.61% |
$134K - $159K
|
131K
$32M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-803- 0.81% |
$134K - $159K
|
98.6K
$24.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-805- 12.41% |
$134K - $159K
|
5.68K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-806- 3.14% |
$135K - $160K
|
24.8K
$6.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-808- 1.71% |
$135K - $160K
|
46.3K
$11.4M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-809- 3.76% |
$135K - $160K
|
20.7K
$5.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-810- 2.32% |
$135K - $160K
|
34.1K
$8.38M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-813- 3.5% |
$136K - $161K
|
22.4K
$5.51M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-814- 1.11% |
$136K - $161K
|
72.2K
$17.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-815- 12.72% |
$136K - $161K
|
5.59K
$1.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-817- 1.2% |
$136K - $162K
|
67.1K
$16.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-817- 1.57% |
$136K - $162K
|
51.4K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-820- 0.34% |
$137K - $162K
|
244K
$59.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-821- 0.46% |
$137K - $163K
|
177K
$43.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-829- 1.1% |
$138K - $164K
|
74.4K
$18.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-829- 4.07% |
$138K - $164K
|
19.5K
$4.8M
|