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 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.42K- 0.51% |
$236K - $281K
|
278K
$68.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.42K- 1.49% |
$236K - $281K
|
93.7K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.43K- 0.73% |
$238K - $283K
|
195K
$48M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-1.43K- 0.04% |
$238K - $283K
|
3.48M
$853M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.43K- 0.15% |
$239K - $284K
|
936K
$230M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.44K- 0.22% |
$240K - $285K
|
653K
$160M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-1.44K- 0.39% |
$240K - $285K
|
367K
$90.1M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.45K- 25.96% |
$242K - $287K
|
4.13K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-1.45K- 1.5% |
$242K - $287K
|
94.9K
$23.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.45K- 0.42% |
$242K - $288K
|
343K
$84.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.45K- 1.35% |
$243K - $288K
|
107K
$26.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.46K- 1.34% |
$243K - $289K
|
107K
$26.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.46K- 0.64% |
$243K - $289K
|
225K
$55.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.46K- 2.28% |
$244K - $289K
|
62.6K
$15.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.46K- 4.16% |
$244K - $289K
|
33.6K
$8.26M
|
|
|
Feb 14, 2024
Q4 2023
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-1.46K- 7.73% |
$244K - $289K
|
17.4K
$4.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.47K- 4.11% |
$244K - $290K
|
34.2K
$8.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.47K- 0.04% |
$245K - $291K
|
4.1M
$1.01B
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-1.47K- 5.33% |
$246K - $292K
|
26.1K
$6.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-1.47K- 0.39% |
$246K - $292K
|
376K
$92.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.47K- 0.88% |
$246K - $292K
|
167K
$40.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.48K- 3.08% |
$246K - $292K
|
46.4K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-1.48K- 10.35% |
$246K - $292K
|
12.8K
$3.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 4.01% |
$246K - $292K
|
35.3K
$8.67M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.48K- 0.5% |
$247K - $293K
|
293K
$72M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 1.51% |
$247K - $293K
|
96.5K
$23.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 1.92% |
$248K - $294K
|
76K
$18.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-1.49K- 4.03% |
$248K - $295K
|
35.4K
$8.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-1.49K- 30.57% |
$248K - $295K
|
3.38K
$830K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.5K- 0.72% |
$250K - $297K
|
207K
$50.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-1.5K- 2.63% |
$250K - $297K
|
55.5K
$13.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.5K- 0.35% |
$250K - $297K
|
426K
$105M
|
|
|
Jan 22, 2024
Q4 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-1.5K- 2.24% |
$250K - $297K
|
65.4K
$16.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Discovery Value Fund
Singapore, U0 |
SELL
|
- |
-1.5K- 9.38% |
$250K - $297K
|
14.5K
$3.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-1.5K- 20.32% |
$251K - $298K
|
5.89K
$1.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-1.5K- 2.03% |
$251K - $298K
|
72.5K
$17.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.5K- 2.05% |
$251K - $298K
|
71.8K
$17.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.5K- 14.4% |
$251K - $298K
|
8.94K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.51K- 7.21% |
$251K - $298K
|
19.4K
$4.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 3.71% |
$251K - $298K
|
39.1K
$9.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Renaissance Investment Group LLC
|
SELL
|
- |
-1.51K- 1.55% |
$252K - $299K
|
95.9K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.51K- 5.23% |
$253K - $300K
|
27.5K
$6.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.52K- 0.66% |
$254K - $301K
|
228K
$56M
|
|
|
Jan 26, 2024
Q4 2023
|
Lynch Asset Management, Inc.
|
SELL
|
- |
-1.52K- 3.66% |
$254K - $301K
|
40K
$9.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-1.52K- 7.63% |
$254K - $301K
|
18.4K
$4.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.52K- 1.04% |
$254K - $301K
|
144K
$35.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.52K- 1.72% |
$254K - $301K
|
86.9K
$21.3M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.53K- 1.27% |
$255K - $302K
|
118K
$29.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.53K- 38.47% |
$255K - $303K
|
2.45K
$601K
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.53K- 19.74% |
$255K - $303K
|
6.22K
$1.53M
|