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
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.91K- 29.1% |
$318K - $378K
|
4.65K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.91K- 0.61% |
$318K - $378K
|
313K
$76.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.91K- 3.48% |
$319K - $379K
|
53.1K
$13M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.92K- 10.5% |
$320K - $380K
|
16.3K
$4.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-1.92K- 2.72% |
$320K - $380K
|
68.6K
$16.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.92K- 7.82% |
$321K - $381K
|
22.7K
$5.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.93K- 4.42% |
$322K - $382K
|
41.6K
$10.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-1.93K- 2.03% |
$322K - $382K
|
93.1K
$22.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.94K- 2.08% |
$324K - $385K
|
91.7K
$22.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-1.95K- 12.55% |
$325K - $386K
|
13.6K
$3.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.95K- 2.35% |
$326K - $387K
|
81.1K
$19.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.95K- 2.35% |
$326K - $387K
|
81.1K
$19.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.96K- 4.35% |
$327K - $388K
|
43.1K
$10.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-1.97K- 73.42% |
$329K - $390K
|
713
$175K
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-1.98K- 5.93% |
$331K - $392K
|
31.4K
$7.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.99K- 4.85% |
$333K - $395K
|
39.1K
$9.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2K- 1.25% |
$333K - $395K
|
157K
$38.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-2K- 0.1% |
$334K - $396K
|
1.93M
$473M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.02K- 7.53% |
$336K - $399K
|
24.8K
$6.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.02K- 2.34% |
$336K - $399K
|
84.1K
$20.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.02K- 9.94% |
$337K - $400K
|
18.3K
$4.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-2.02K- 1.81% |
$338K - $401K
|
110K
$26.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.03K- 0.88% |
$338K - $402K
|
228K
$56.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.03K- 2.6% |
$339K - $402K
|
76K
$18.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.03K- 1.23% |
$339K - $402K
|
163K
$39.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-2.04K- 1.3% |
$340K - $403K
|
154K
$37.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Tsai Capital Corp
New York, NY |
SELL
|
- |
-2.04K- 2.43% |
$341K - $404K
|
81.9K
$20.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-2.05K- 15.67% |
$342K - $406K
|
11K
$2.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-2.06K- 2.04% |
$343K - $407K
|
98.8K
$24.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.06K- 3.04% |
$344K - $408K
|
65.8K
$16.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.06K- 1.39% |
$344K - $408K
|
146K
$35.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.06K- 17.21% |
$344K - $409K
|
9.92K
$2.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-2.07K- 2.26% |
$346K - $410K
|
89.7K
$22M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.07K- 1.17% |
$346K - $411K
|
175K
$43.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.09K- 2.06% |
$348K - $414K
|
99.3K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-2.1K- 4.6% |
$350K - $415K
|
43.5K
$10.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-2.11K- 2.13% |
$352K - $417K
|
96.8K
$23.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 8.35% |
$353K - $419K
|
23.2K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.12K- 5.32% |
$353K - $419K
|
37.6K
$9.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2.12K- 2.12% |
$354K - $420K
|
97.9K
$24M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.12K- 4.28% |
$354K - $420K
|
47.4K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.12K- 0.31% |
$354K - $420K
|
679K
$167M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.13K- 1.19% |
$356K - $423K
|
177K
$43.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-2.14K- 15.39% |
$356K - $423K
|
11.7K
$2.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.14K- 4.19% |
$356K - $423K
|
48.8K
$12M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2.15K- 10.07% |
$358K - $425K
|
19.2K
$4.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.15K- 1.79% |
$358K - $425K
|
118K
$28.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.15K- 0.58% |
$359K - $426K
|
368K
$90.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-2.15K- 3.46% |
$359K - $426K
|
60K
$14.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-2.16K- 0.21% |
$361K - $428K
|
1.02M
$249M
|