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 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-4.47K- 1.01% |
$746K - $885K
|
438K
$107M
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-4.48K- 1.42% |
$747K - $887K
|
310K
$75.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-4.48K- 2.17% |
$748K - $887K
|
202K
$49.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-4.51K- 16.57% |
$753K - $894K
|
22.7K
$5.56M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-4.52K- 6.54% |
$755K - $896K
|
64.7K
$15.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-4.53K- 18.99% |
$756K - $897K
|
19.3K
$4.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-4.54K- 60.38% |
$758K - $900K
|
2.98K
$729K
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-4.55K- 14.35% |
$760K - $902K
|
27.2K
$6.64M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.55K- 6.38% |
$760K - $902K
|
66.8K
$16.3M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-4.56K- 2.91% |
$760K - $903K
|
152K
$37.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-4.58K- 0.21% |
$764K - $907K
|
2.21M
$539M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-4.59K- 2.56% |
$766K - $909K
|
175K
$42.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.59K- 0.95% |
$766K - $909K
|
476K
$116M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-4.59K- 1.02% |
$766K - $909K
|
446K
$109M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-4.6K- 10.91% |
$767K - $911K
|
37.5K
$9.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.6K- 2.74% |
$768K - $911K
|
164K
$40M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-4.6K- 4.02% |
$768K - $912K
|
110K
$26.9M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-4.61K- 3.31% |
$769K - $912K
|
134K
$32.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-4.63K- 2.08% |
$772K - $917K
|
217K
$53.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-4.63K- 0.71% |
$773K - $918K
|
645K
$158M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4.64K- 2.85% |
$775K - $920K
|
158K
$38.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-4.65K- 4.91% |
$776K - $921K
|
90.1K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-4.65K- 2.39% |
$776K - $922K
|
190K
$46.5M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-4.66K- 14.36% |
$778K - $924K
|
27.8K
$6.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-4.67K- 1.57% |
$779K - $924K
|
292K
$71.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.68K- 0.86% |
$781K - $927K
|
543K
$133M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.71K- 5.58% |
$786K - $933K
|
79.7K
$19.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.72K- 2.64% |
$788K - $935K
|
174K
$42.6M
|
|
|
Feb 29, 2024
Q4 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-4.74K- 8.08% |
$790K - $938K
|
53.9K
$13.2M
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-4.74K- 0.83% |
$791K - $939K
|
566K
$138M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.76K- 1.32% |
$794K - $943K
|
356K
$87.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-4.76K- 4.68% |
$795K - $944K
|
97K
$23.7M
|
|
|
Feb 13, 2024
Q4 2023
|
William Allan, LLC
|
SELL
|
- |
-4.8K- 9.69% |
$801K - $951K
|
44.7K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-4.81K- 2.59% |
$802K - $952K
|
180K
$44.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.82K- 2.27% |
$805K - $955K
|
207K
$50.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.83K- 0.5% |
$806K - $956K
|
958K
$234M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-4.84K- 1.59% |
$808K - $959K
|
299K
$73.1M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.86K- 19.82% |
$810K - $962K
|
19.6K
$4.8M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.89K- 0.73% |
$815K - $968K
|
661K
$162M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-4.89K- 1.83% |
$816K - $969K
|
262K
$64M
|
|
|
Feb 09, 2024
Q4 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-4.91K- 0.28% |
$819K - $972K
|
1.76M
$431M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.91K- 4.16% |
$819K - $972K
|
113K
$27.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.91K- 1.61% |
$819K - $973K
|
300K
$73.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-4.92K- 5.0% |
$821K - $975K
|
93.5K
$22.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-4.95K- 1.71% |
$826K - $980K
|
284K
$69.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-4.95K- 2.69% |
$826K - $981K
|
179K
$43.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-4.96K- 11.76% |
$827K - $982K
|
37.2K
$9.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-4.96K- 42.11% |
$828K - $983K
|
6.82K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-4.97K- 2.33% |
$829K - $984K
|
208K
$51M
|
|
|
Jan 16, 2024
Q4 2023
|
Rheos Capital Works Inc.
|
SELL
|
- |
-5K- 4.71% |
$834K - $991K
|
101K
$24.7M
|