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 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.16K- 3.37% |
$361K - $428K
|
62K
$15.2M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
SELL
|
- |
-2.16K- 0.21% |
$361K - $428K
|
1.02M
$250M
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.16K- 3.46% |
$361K - $428K
|
60.3K
$14.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.17K- 1.4% |
$361K - $429K
|
153K
$37.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.17K- 9.14% |
$361K - $429K
|
21.5K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-2.17K- 2.51% |
$362K - $430K
|
84.4K
$20.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 2.39% |
$363K - $430K
|
88.8K
$21.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.17K- 5.17% |
$363K - $430K
|
39.9K
$9.8M
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
SELL
|
- |
-2.18K- 21.05% |
$363K - $431K
|
8.17K
$2.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.19K- 4.68% |
$365K - $434K
|
44.6K
$11M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-2.19K- 3.06% |
$366K - $434K
|
69.4K
$17.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-2.2K- 4.29% |
$367K - $436K
|
49.1K
$12.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-2.2K- 2.3% |
$368K - $437K
|
93.7K
$23M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.21K- 5.15% |
$369K - $438K
|
40.7K
$10M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-2.22K- 17.72% |
$370K - $439K
|
10.3K
$2.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.22K- 4.3% |
$370K - $440K
|
49.4K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-2.22K- 3.99% |
$371K - $440K
|
53.5K
$13.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-2.22K- 1.71% |
$371K - $441K
|
128K
$31.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.23K- 5.67% |
$371K - $441K
|
37K
$9.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-2.23K- 3.34% |
$371K - $441K
|
64.4K
$15.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-2.23K- 18.46% |
$372K - $441K
|
9.84K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-2.23K- 4.53% |
$372K - $441K
|
47K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.23K- 1.14% |
$373K - $442K
|
194K
$47.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-2.24K- 3.43% |
$373K - $443K
|
63K
$15.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.24K- 2.27% |
$373K - $443K
|
96.1K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-2.24K- 4.82% |
$373K - $443K
|
44.2K
$10.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-2.24K- 1.83% |
$374K - $444K
|
120K
$29.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.24K- 18.8% |
$375K - $445K
|
9.69K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-2.25K- 6.82% |
$376K - $446K
|
30.8K
$7.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-2.25K- 2.46% |
$376K - $447K
|
89.2K
$21.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.25K- 0.3% |
$376K - $447K
|
758K
$186M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.26K- 1.36% |
$377K - $448K
|
165K
$40.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-2.26K- 2.44% |
$378K - $448K
|
90.4K
$22.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.27K- 1.48% |
$379K - $450K
|
151K
$37.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-2.27K- 2.56% |
$379K - $450K
|
86.3K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.27K- 0.59% |
$379K - $450K
|
380K
$93.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.28K- 0.79% |
$380K - $451K
|
287K
$70.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.29K- 1.42% |
$382K - $453K
|
159K
$39.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-2.29K- 1.53% |
$382K - $453K
|
147K
$36.2M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-2.29K- 1.55% |
$382K - $453K
|
146K
$35.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.29K- 0.94% |
$382K - $454K
|
241K
$59.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.29K- 0.82% |
$382K - $454K
|
277K
$68.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-2.29K- 1.24% |
$382K - $454K
|
183K
$45M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-2.3K- 5.81% |
$383K - $455K
|
37.2K
$9.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-2.31K- 22.16% |
$385K - $457K
|
8.11K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.31K- 1.41% |
$386K - $458K
|
162K
$39.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-2.31K- 9.73% |
$386K - $458K
|
21.5K
$5.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.32K- 0.84% |
$388K - $460K
|
274K
$67.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 36.34% |
$388K - $461K
|
4.07K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.33K- 0.7% |
$388K - $461K
|
329K
$80.8M
|