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
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.86K- 5.37% |
$644K - $764K
|
68K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.86K- 2.45% |
$644K - $765K
|
153K
$37.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.88K- 3.0% |
$648K - $769K
|
125K
$30.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-3.92K- 7.59% |
$655K - $777K
|
47.7K
$11.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.98K- 1.85% |
$665K - $789K
|
212K
$51.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
SELL
|
- |
-3.99K- 1.08% |
$666K - $791K
|
364K
$89.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-3.99K- 1.23% |
$666K - $791K
|
320K
$78.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-4K- 2.38% |
$667K - $791K
|
164K
$40.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4K- 1.11% |
$667K - $792K
|
355K
$86.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-4K- 2.06% |
$668K - $792K
|
190K
$46.4M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-4K- 3.94% |
$668K - $793K
|
97.6K
$23.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4K- 3.97% |
$668K - $793K
|
96.8K
$23.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-4K- 13.52% |
$668K - $793K
|
25.6K
$6.26M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-4.01K- 9.61% |
$669K - $794K
|
37.7K
$9.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-4.01K- 1.38% |
$670K - $795K
|
288K
$70.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.02K- 4.08% |
$671K - $796K
|
94.6K
$23.1M
|
|
|
Feb 13, 2024
Q4 2023
|
1623 Capital LLC
Alexandria, VA |
SELL
|
- |
-4.03K- 6.13% |
$673K - $799K
|
61.7K
$15.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-4.04K- 2.74% |
$674K - $800K
|
144K
$35.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4.09K- 1.2% |
$682K - $809K
|
335K
$82M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.09K- 11.08% |
$682K - $810K
|
32.8K
$8.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.1K- 6.87% |
$683K - $811K
|
55.5K
$13.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-4.1K- 35.18% |
$684K - $812K
|
7.56K
$1.85M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-4.15K- 65.43% |
$692K - $822K
|
2.19K
$536K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-4.16K- 17.49% |
$695K - $825K
|
19.6K
$4.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-4.17K- 29.05% |
$696K - $826K
|
10.2K
$2.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.18K- 5.96% |
$698K - $828K
|
65.9K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-4.19K- 4.17% |
$698K - $829K
|
96.2K
$23.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-4.19K- 1.35% |
$699K - $830K
|
306K
$74.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-4.19K- 1.0% |
$700K - $831K
|
416K
$102M
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-4.2K- 18.99% |
$701K - $832K
|
17.9K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.23K- 0.38% |
$706K - $838K
|
1.11M
$272M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.23K- 0.72% |
$706K - $838K
|
585K
$143M
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-4.23K- 3.99% |
$706K - $838K
|
102K
$24.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.23K- 6.74% |
$706K - $838K
|
58.6K
$14.3M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-4.24K- 12.29% |
$707K - $839K
|
30.2K
$7.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-4.25K- 7.64% |
$710K - $842K
|
51.4K
$12.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-4.27K- 2.97% |
$713K - $846K
|
139K
$34.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-4.27K- 16.82% |
$713K - $847K
|
21.1K
$5.17M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
SELL
|
- |
-4.28K- 17.97% |
$714K - $848K
|
19.5K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-4.28K- 5.58% |
$715K - $848K
|
72.4K
$17.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-4.29K- 2.48% |
$716K - $849K
|
169K
$41.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-4.3K- 20.54% |
$717K - $851K
|
16.6K
$4.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.36K- 0.83% |
$728K - $864K
|
519K
$127M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-4.37K- 4.58% |
$729K - $865K
|
91.1K
$22.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.38K- 2.94% |
$730K - $867K
|
145K
$35.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Totem Point Management, LLC
New York, NY |
SELL
|
- |
-4.4K- 24.38% |
$734K - $871K
|
13.6K
$3.34M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.44K- 1.73% |
$741K - $880K
|
252K
$61.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-4.44K- 2.42% |
$742K - $880K
|
179K
$43.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-4.45K- 7.27% |
$742K - $881K
|
56.7K
$13.9M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-4.47K- 65.92% |
$745K - $885K
|
2.31K
$564K
|