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
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-950- 2.55% |
$159K - $188K
|
36.3K
$8.92M
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-951- 1.54% |
$159K - $188K
|
60.9K
$15M
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-952- 1.55% |
$159K - $189K
|
60.3K
$14.8M
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-953- 0.06% |
$159K - $189K
|
1.48M
$365M
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-955- 3.82% |
$159K - $189K
|
24.1K
$5.91M
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-959- 1.72% |
$160K - $190K
|
54.9K
$13.5M
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-959- 0.75% |
$160K - $190K
|
128K
$31.4M
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-959- 5.12% |
$160K - $190K
|
17.8K
$4.37M
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-961- 16.13% |
$160K - $190K
|
5K
$1.23M
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-964- 2.09% |
$161K - $191K
|
45.2K
$11.1M
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-964- 2.16% |
$161K - $191K
|
43.7K
$10.7M
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-965- 1.08% |
$161K - $191K
|
88.1K
$21.6M
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-968- 1.52% |
$162K - $192K
|
62.7K
$15.4M
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-973- 4.91% |
$162K - $193K
|
18.8K
$4.62M
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-975- 2.61% |
$163K - $193K
|
36.4K
$8.95M
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-976- 0.57% |
$163K - $193K
|
171K
$41.9M
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-976- 0.8% |
$163K - $193K
|
121K
$29.6M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-978- 0.54% |
$163K - $194K
|
180K
$44.2M
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-983- 10.8% |
$164K - $195K
|
8.12K
$1.99M
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-986- 1.93% |
$165K - $195K
|
50.1K
$12.3M
|
|
Feb 02, 2024
Q4 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-987- 2.13% |
$165K - $196K
|
45.3K
$11.1M
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-990- 2.24% |
$165K - $196K
|
43.2K
$10.6M
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-995- 1.92% |
$166K - $197K
|
50.8K
$12.5M
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-997- 2.52% |
$166K - $198K
|
38.5K
$9.46M
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-999- 0.71% |
$167K - $198K
|
139K
$34.1M
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-999- 4.11% |
$167K - $198K
|
23.3K
$5.72M
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1K- 1.78% |
$167K - $198K
|
55.1K
$13.5M
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1K- 3.31% |
$167K - $198K
|
29.3K
$7.18M
|
|
Jan 26, 2024
Q4 2023
|
Gruss & Co., LLC
|
SELL
|
- |
-1K- 31.25% |
$167K - $198K
|
2.2K
$540K
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1K- 16.56% |
$167K - $198K
|
5.04K
$1.24M
|
|
Feb 09, 2024
Q4 2023
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-1K- 0.96% |
$167K - $199K
|
104K
$25.5M
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-1.01K- 6.06% |
$168K - $199K
|
15.6K
$3.83M
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.01K- 8.85% |
$168K - $199K
|
10.4K
$2.54M
|
|
Jan 05, 2024
Q4 2023
|
Norman Fields, Gottscho Capital Management, LLC
|
SELL
|
- |
-1.01K- 0.66% |
$168K - $199K
|
152K
$37.4M
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.01K- 9.64% |
$168K - $199K
|
9.44K
$2.32M
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.01K- 36.64% |
$168K - $199K
|
1.74K
$428K
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.01K- 18.83% |
$168K - $200K
|
4.35K
$1.07M
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.01K- 2.15% |
$169K - $200K
|
45.9K
$11.3M
|
|
Feb 14, 2024
Q4 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-1.01K- 0.82% |
$169K - $200K
|
122K
$30M
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.02K- 0.57% |
$169K - $201K
|
176K
$43.3M
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.02K- 1.46% |
$169K - $201K
|
68.7K
$16.9M
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.02K- 1.56% |
$170K - $201K
|
64K
$15.7M
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.02K- 34.49% |
$170K - $201K
|
1.93K
$474K
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-1.02K- 7.7% |
$170K - $201K
|
12.2K
$2.99M
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.02K- 1.0% |
$170K - $202K
|
101K
$24.8M
|
|
Feb 15, 2024
Q4 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-1.02K- 1.67% |
$170K - $202K
|
60K
$14.7M
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.03K- 0.83% |
$171K - $203K
|
123K
$30.1M
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.03K- 0.28% |
$171K - $203K
|
368K
$90.5M
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.03K- 4.79% |
$172K - $204K
|
20.4K
$5.02M
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-1.03K- 3.08% |
$172K - $205K
|
32.5K
$7.97M
|