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 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-3.16K- 1.17% |
$528K - $626K
|
268K
$65.6M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-3.18K- 2.29% |
$530K - $629K
|
135K
$33.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.18K- 0.34% |
$531K - $630K
|
919K
$225M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.18K- 5.57% |
$531K - $631K
|
54K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.19K- 2.85% |
$532K - $632K
|
109K
$26.6M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.19K- 19.3% |
$532K - $632K
|
13.3K
$3.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-3.2K- 1.09% |
$534K - $634K
|
291K
$71.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-3.21K- 2.96% |
$536K - $637K
|
105K
$25.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-3.22K- 5.82% |
$537K - $637K
|
52.1K
$12.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.22K- 24.84% |
$537K - $638K
|
9.74K
$2.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.22K- 7.83% |
$537K - $638K
|
37.9K
$9.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-3.22K- 6.06% |
$538K - $639K
|
49.9K
$12.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.23K- 6.43% |
$539K - $639K
|
47K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-3.23K- 1.52% |
$539K - $640K
|
210K
$51.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Campbell Capital Management Inc
|
SELL
|
- |
-3.24K- 1.82% |
$540K - $641K
|
174K
$42.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-3.25K- 58.29% |
$542K - $643K
|
2.32K
$569K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.25K- 6.32% |
$542K - $643K
|
48.1K
$11.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.26K- 1.47% |
$543K - $645K
|
219K
$53.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-3.26K- 3.16% |
$543K - $645K
|
99.8K
$24.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-3.26K- 0.72% |
$544K - $646K
|
453K
$111M
|
|
|
Jan 24, 2024
Q4 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-3.27K- 1.7% |
$546K - $648K
|
190K
$46.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-3.28K- 18.13% |
$548K - $650K
|
14.8K
$3.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.28K- 1.54% |
$548K - $650K
|
210K
$51.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.29K- 4.13% |
$548K - $651K
|
76.3K
$18.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-3.29K- 3.18% |
$549K - $652K
|
100K
$24.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 1.77% |
$549K - $652K
|
183K
$44.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-3.31K- 12.91% |
$552K - $655K
|
22.3K
$5.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.32K- 1.88% |
$554K - $657K
|
173K
$42.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-3.32K- 14.75% |
$554K - $657K
|
19.2K
$4.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-3.33K- 17.06% |
$556K - $660K
|
16.2K
$3.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-3.34K- 5.54% |
$558K - $662K
|
57K
$14M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.35K- 1.08% |
$559K - $663K
|
307K
$75.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3.35K- 2.25% |
$559K - $664K
|
146K
$35.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.36K- 32.52% |
$561K - $665K
|
6.97K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-3.36K- 7.95% |
$561K - $665K
|
38.9K
$9.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-3.36K- 1.88% |
$561K - $666K
|
175K
$42.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-3.36K- 6.43% |
$561K - $666K
|
48.9K
$12M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-3.37K- 1.69% |
$562K - $667K
|
196K
$48.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-3.38K- 1.07% |
$563K - $669K
|
313K
$76.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.38K- 14.08% |
$564K - $669K
|
20.6K
$5.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-3.4K- 1.96% |
$567K - $673K
|
170K
$41.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.41K- 1.23% |
$568K - $675K
|
273K
$66.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.41K- 2.76% |
$568K - $675K
|
120K
$29.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-3.41K- 2.5% |
$569K - $675K
|
133K
$32.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-3.42K- 1.22% |
$570K - $677K
|
277K
$67.8M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-3.42K- 1.69% |
$570K - $677K
|
199K
$48.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-3.44K- 5.79% |
$574K - $682K
|
56K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-3.45K- 5.93% |
$576K - $684K
|
54.7K
$13.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-3.45K- 5.87% |
$576K - $684K
|
55.4K
$13.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
SELL
|
- |
-3.46K- 9.99% |
$577K - $684K
|
31.1K
$7.63M
|