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 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-2.33K- 0.62% |
$389K - $462K
|
374K
$91.9M
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-2.34K- 7.58% |
$390K - $463K
|
28.5K
$7M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.34K- 7.24% |
$390K - $463K
|
29.9K
$7.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-2.34K- 8.35% |
$390K - $463K
|
25.7K
$6.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.34K- 2.02% |
$390K - $463K
|
113K
$27.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.34K- 1.37% |
$391K - $464K
|
168K
$41.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-2.34K- 2.89% |
$391K - $464K
|
78.8K
$19.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.35K- 6.32% |
$391K - $465K
|
34.7K
$8.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-2.35K- 5.87% |
$392K - $465K
|
37.6K
$9.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.36K- 2.9% |
$394K - $467K
|
78.8K
$19.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-2.37K- 0.99% |
$395K - $469K
|
236K
$58M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-2.37K- 3.07% |
$395K - $469K
|
74.8K
$18.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-2.38K- 2.78% |
$397K - $471K
|
83.2K
$20.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.38K- 1.37% |
$398K - $472K
|
171K
$42.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.4K- 3.79% |
$400K - $475K
|
60.9K
$15M
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-2.41K- 4.29% |
$402K - $477K
|
53.7K
$13.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.41K- 8.73% |
$402K - $477K
|
25.2K
$6.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-2.41K- 49.66% |
$402K - $478K
|
2.44K
$601K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.42K- 4.41% |
$404K - $479K
|
52.5K
$12.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2.42K- 7.13% |
$404K - $480K
|
31.5K
$7.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.43K- 2.93% |
$405K - $481K
|
80.3K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.43K- 21.42% |
$405K - $481K
|
8.91K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-2.44K- 2.49% |
$407K - $483K
|
95.4K
$23.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2.44K- 0.69% |
$407K - $483K
|
353K
$86.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.44K- 0.82% |
$407K - $483K
|
295K
$72.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.45K- 1.8% |
$409K - $485K
|
134K
$32.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-2.46K- 2.38% |
$410K - $487K
|
101K
$24.7M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-2.46K- 17.6% |
$411K - $487K
|
11.5K
$2.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-2.46K- 11.73% |
$411K - $488K
|
18.5K
$4.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.47K- 3.2% |
$412K - $489K
|
74.6K
$18.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.47K- 3.18% |
$412K - $489K
|
75.2K
$18.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.47K- 4.18% |
$413K - $490K
|
56.7K
$13.9M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.47K- 4.26% |
$413K - $490K
|
55.6K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2.49K- 4.48% |
$415K - $493K
|
53K
$13M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-2.49K- 3.59% |
$416K - $494K
|
67K
$16.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Beacon Wealthcare LLC
Raleigh, NC |
SELL
|
- |
-2.5K- 33.24% |
$417K - $495K
|
5.02K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-2.5K- 14.71% |
$417K - $495K
|
14.5K
$3.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Matthew 25 Management Corp
|
SELL
|
- |
-2.5K- 3.57% |
$417K - $495K
|
67.5K
$16.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2.5K- 5.43% |
$417K - $495K
|
43.5K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.5K- 0.22% |
$417K - $495K
|
1.15M
$282M
|
|
|
Feb 08, 2024
Q4 2023
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-2.5K- 4.95% |
$417K - $495K
|
48K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-2.5K- 0.82% |
$418K - $496K
|
302K
$74.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-2.51K- 6.2% |
$420K - $498K
|
38K
$9.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-2.51K- 7.23% |
$420K - $498K
|
32.3K
$7.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-2.52K- 3.24% |
$420K - $498K
|
75.2K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-2.52K- 2.5% |
$420K - $499K
|
98.3K
$24.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.52K- 0.73% |
$420K - $499K
|
343K
$84.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-2.53K- 1.68% |
$422K - $501K
|
148K
$36.4M
|
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-2.54K- 2.9% |
$424K - $503K
|
85.1K
$20.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-2.57K- 10.51% |
$428K - $508K
|
21.8K
$5.37M
|