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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-1.54K- 0.58% |
$256K - $304K
|
265K
$65M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.54K- 2.18% |
$257K - $304K
|
69.1K
$17M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.54K- 2.72% |
$257K - $305K
|
55.1K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.55K- 1.22% |
$258K - $306K
|
125K
$30.8M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.56K- 2.45% |
$260K - $308K
|
61.9K
$15.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.56K- 0.59% |
$260K - $309K
|
261K
$64M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-1.56K- 1.43% |
$261K - $310K
|
108K
$26.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 2.17% |
$261K - $310K
|
70.4K
$17.3M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.57K- 0.75% |
$261K - $310K
|
208K
$51M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-1.57K- 4.45% |
$262K - $311K
|
33.7K
$8.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.58K- 1.89% |
$263K - $312K
|
81.7K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-1.58K- 0.75% |
$263K - $312K
|
209K
$51.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-1.59K- 7.41% |
$265K - $314K
|
19.8K
$4.86M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.59K- 2.03% |
$265K - $314K
|
76.4K
$18.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-1.59K- 2.07% |
$265K - $314K
|
75K
$18.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 12.69% |
$265K - $315K
|
10.9K
$2.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-1.6K- 0.95% |
$266K - $316K
|
166K
$40.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-1.6K- 0.8% |
$267K - $316K
|
198K
$48.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.6K- 10.92% |
$267K - $317K
|
13K
$3.2M
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.6K- 9.62% |
$267K - $317K
|
15K
$3.69M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.6K- 9.62% |
$267K - $317K
|
15K
$3.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.61K- 1.69% |
$268K - $318K
|
93.2K
$22.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.61K- 1.27% |
$269K - $319K
|
125K
$30.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.61K- 7.69% |
$269K - $320K
|
19.4K
$4.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.61K- 2.23% |
$269K - $320K
|
70.7K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-1.62K- 2.08% |
$271K - $321K
|
76.3K
$18.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.62K- 1.27% |
$271K - $322K
|
126K
$30.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-1.63K- 8.87% |
$272K - $323K
|
16.8K
$4.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-1.63K- 3.03% |
$272K - $323K
|
52.2K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-1.65K- 2.1% |
$275K - $326K
|
76.8K
$18.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-1.65K- 4.55% |
$276K - $327K
|
34.7K
$8.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-1.65K- 18.93% |
$276K - $327K
|
7.08K
$1.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-1.66K- 2.54% |
$277K - $328K
|
63.5K
$15.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.66K- 8.42% |
$277K - $328K
|
18K
$4.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-1.66K- 2.84% |
$277K - $329K
|
56.8K
$14M
|
|
|
Feb 06, 2024
Q4 2023
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-1.66K- 4.35% |
$277K - $329K
|
36.5K
$8.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.66K- 11.62% |
$278K - $330K
|
12.7K
$3.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-1.67K- 4.84% |
$278K - $330K
|
32.7K
$8.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.67K- 2.01% |
$278K - $330K
|
81.1K
$19.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.68K- 5.48% |
$280K - $332K
|
28.9K
$7.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.68K- 1.05% |
$280K - $333K
|
158K
$38.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.68K- 0.79% |
$280K - $333K
|
211K
$51.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.68K- 4.95% |
$281K - $333K
|
32.3K
$7.93M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.68K- 0.98% |
$281K - $333K
|
171K
$41.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.68K- 2.08% |
$281K - $333K
|
79.4K
$19.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.68K- 10.95% |
$281K - $333K
|
13.7K
$3.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.69K- 2.19% |
$281K - $334K
|
75.2K
$18.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.69K- 0.46% |
$282K - $334K
|
364K
$89.4M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 30.77% |
$282K - $335K
|
3.81K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.7K- 2.83% |
$283K - $336K
|
58.3K
$14.3M
|