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
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.04K- 2.52% |
$173K - $205K
|
40K
$9.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.04K- 2.85% |
$174K - $206K
|
35.5K
$8.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-1.04K- 1.48% |
$174K - $206K
|
69.3K
$17M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.04K- 0.34% |
$174K - $206K
|
305K
$74.8M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.04K- 1.66% |
$174K - $207K
|
61.8K
$15.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.05K- 1.94% |
$175K - $208K
|
52.9K
$13M
|
|
|
Jan 08, 2024
Q4 2023
|
Muhlenkamp & CO Inc
|
SELL
|
- |
-1.05K- 1.71% |
$175K - $208K
|
60.4K
$14.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.06K- 2.52% |
$176K - $209K
|
40.8K
$10M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.06K- 4.96% |
$176K - $209K
|
20.3K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.06K- 1.59% |
$176K - $209K
|
65.5K
$16.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-1.06K- 4.61% |
$177K - $210K
|
21.9K
$5.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.06K- 8.64% |
$177K - $210K
|
11.2K
$2.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.06K- 1.79% |
$177K - $211K
|
58.5K
$14.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.06K- 1.77% |
$178K - $211K
|
59.2K
$14.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.07K- 3.38% |
$178K - $211K
|
30.4K
$7.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 0.93% |
$178K - $211K
|
113K
$27.8M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.07K- 0.8% |
$178K - $211K
|
132K
$32.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-1.07K- 0.31% |
$178K - $212K
|
344K
$84.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.07K- 0.86% |
$178K - $212K
|
124K
$30.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-1.07K- 1.24% |
$178K - $212K
|
85.2K
$20.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.07K- 4.09% |
$179K - $212K
|
25.1K
$6.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.07K- 2.1% |
$179K - $213K
|
50.1K
$12.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.08K- 4.61% |
$179K - $213K
|
22.2K
$5.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Davis Rea Ltd.
|
SELL
|
- |
-1.08K- 4.94% |
$179K - $213K
|
20.7K
$5.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.08K- 2.9% |
$179K - $213K
|
36K
$8.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.08K- 5.86% |
$179K - $213K
|
17.3K
$4.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.08K- 10.68% |
$180K - $214K
|
9.04K
$2.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.09K- 1.96% |
$181K - $215K
|
54.2K
$13.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-1.09K- 3.98% |
$181K - $215K
|
26.2K
$6.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1.09K- 1.49% |
$182K - $216K
|
72.2K
$17.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-1.09K- 5.14% |
$182K - $216K
|
20.1K
$4.94M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.09K- 0.7% |
$182K - $217K
|
156K
$38.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-1.09K- 1.93% |
$183K - $217K
|
55.5K
$13.6M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-1.1K- 11.59% |
$183K - $217K
|
8.36K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.1K- 3.91% |
$184K - $218K
|
27K
$6.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1.1K- 3.42% |
$184K - $218K
|
31K
$7.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-1.1K- 4.8% |
$184K - $218K
|
21.8K
$5.35M
|
|
|
Jul 11, 2024
Q4 2023
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-1.1K- 8.61% |
$184K - $218K
|
11.7K
$2.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.1K- 5.11% |
$184K - $219K
|
20.5K
$5.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.11K- 19.35% |
$184K - $219K
|
4.61K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.11K- 4.04% |
$185K - $219K
|
26.3K
$6.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 12.43% |
$185K - $219K
|
7.8K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.11K- 7.3% |
$185K - $219K
|
14.1K
$3.45M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.11K- 10.24% |
$185K - $219K
|
9.7K
$2.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.11K- 1.85% |
$185K - $220K
|
58.9K
$14.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-1.11K- 1.26% |
$185K - $220K
|
87K
$21.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.11K- 4.26% |
$186K - $220K
|
25K
$6.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.11K- 4.69% |
$186K - $221K
|
22.6K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.11K- 4.0% |
$186K - $221K
|
26.7K
$6.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-1.12K- 19.16% |
$186K - $221K
|
4.71K
$1.16M
|