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 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-830- 0.97% |
$139K - $164K
|
84.7K
$20.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-831- 3.1% |
$139K - $165K
|
26K
$6.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-834- 5.44% |
$139K - $165K
|
14.5K
$3.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-835- 6.62% |
$139K - $165K
|
11.8K
$2.89M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-837- 3.7% |
$140K - $166K
|
21.8K
$5.35M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-838- 1.43% |
$140K - $166K
|
57.9K
$14.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-840- 1.16% |
$140K - $166K
|
71.9K
$17.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-841- 1.84% |
$140K - $167K
|
44.8K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-842- 3.63% |
$141K - $167K
|
22.4K
$5.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-842- 1.42% |
$141K - $167K
|
58.5K
$14.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-848- 1.87% |
$142K - $168K
|
44.5K
$10.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-851- 1.39% |
$142K - $169K
|
60.3K
$14.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-851- 1.99% |
$142K - $169K
|
41.8K
$10.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-855- 3.07% |
$143K - $169K
|
27K
$6.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-855- 28.66% |
$143K - $169K
|
2.13K
$523K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-857- 4.23% |
$143K - $170K
|
19.4K
$4.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-859- 1.55% |
$143K - $170K
|
54.6K
$13.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-860- 0.73% |
$144K - $170K
|
118K
$28.9M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-860- 0.73% |
$144K - $170K
|
118K
$28.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
- |
-864- 0.57% |
$144K - $171K
|
152K
$37.2M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-865- 3.42% |
$144K - $171K
|
24.4K
$6M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-866- 1.7% |
$145K - $172K
|
50.1K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-868- 0.36% |
$145K - $172K
|
239K
$58.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-870- 0.82% |
$145K - $172K
|
105K
$25.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-875- 11.08% |
$146K - $173K
|
7.03K
$1.72M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-877- 1.88% |
$146K - $174K
|
45.8K
$11.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-879- 0.7% |
$147K - $174K
|
125K
$30.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-880- 2.39% |
$147K - $174K
|
36K
$8.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-885- 1.3% |
$148K - $175K
|
67.3K
$16.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-888- 1.07% |
$148K - $176K
|
82K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-890- 0.95% |
$149K - $176K
|
92.6K
$22.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-891- 3.83% |
$149K - $177K
|
22.4K
$5.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-896- 0.98% |
$150K - $178K
|
90.4K
$22.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-905- 1.72% |
$151K - $179K
|
51.6K
$12.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-906- 0.81% |
$151K - $179K
|
110K
$27.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-907- 1.35% |
$151K - $180K
|
66.1K
$16.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-911- 2.52% |
$152K - $180K
|
35.3K
$8.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Saybrook Capital
|
SELL
|
- |
-913- 0.48% |
$152K - $181K
|
190K
$46.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-918- 3.96% |
$153K - $182K
|
22.2K
$5.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-924- 1.55% |
$154K - $183K
|
58.8K
$14.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-927- 1.07% |
$155K - $184K
|
85.8K
$21.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-927- 2.32% |
$155K - $184K
|
39K
$9.59M
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-928- 5.83% |
$155K - $184K
|
15K
$3.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-934- 5.71% |
$156K - $185K
|
15.4K
$3.79M
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-935- 1.13% |
$156K - $185K
|
82.1K
$20.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-939- 0.45% |
$157K - $186K
|
207K
$50.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-941- 1.68% |
$157K - $186K
|
55.2K
$13.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-946- 7.2% |
$158K - $187K
|
12.2K
$3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-949- 1.22% |
$158K - $188K
|
76.7K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-949- 0.55% |
$158K - $188K
|
171K
$42.1M
|