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 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-5.02K- 5.94% |
$838K - $995K
|
79.6K
$19.5M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-5.03K- 2.76% |
$839K - $996K
|
177K
$43.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-5.03K- 6.74% |
$840K - $997K
|
69.6K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-5.04K- 5.5% |
$841K - $998K
|
86.5K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.11K- 7.01% |
$852K - $1.01M
|
67.8K
$16.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-5.14K- 1.28% |
$858K - $1.02M
|
397K
$97.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.15K- 4.47% |
$860K - $1.02M
|
110K
$26.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-5.17K- 8.89% |
$863K - $1.02M
|
53K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.17K- 2.28% |
$863K - $1.02M
|
221K
$54.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-5.17K- 0.98% |
$863K - $1.03M
|
521K
$127M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-5.2K- 1.37% |
$868K - $1.03M
|
375K
$91.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Bruce & Co., Inc.
Chicago, IL |
SELL
|
- |
-5.2K- 12.9% |
$868K - $1.03M
|
35.1K
$8.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.21K- 4.49% |
$869K - $1.03M
|
111K
$27.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-5.21K- 42.67% |
$869K - $1.03M
|
6.99K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5.22K- 2.84% |
$871K - $1.03M
|
179K
$43.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-5.23K- 1.0% |
$874K - $1.04M
|
521K
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-5.29K- 7.09% |
$883K - $1.05M
|
69.3K
$16.9M
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-5.3K- 1.92% |
$885K - $1.05M
|
270K
$66.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-5.32K- 2.17% |
$887K - $1.05M
|
239K
$58.5M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5.34K- 11.88% |
$890K - $1.06M
|
39.6K
$9.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-5.37K- 4.39% |
$896K - $1.06M
|
117K
$28.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-5.38K- 24.96% |
$898K - $1.07M
|
16.2K
$3.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-5.4K- 4.33% |
$901K - $1.07M
|
119K
$29.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-5.41K- 1.65% |
$903K - $1.07M
|
322K
$78.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-5.42K- 2.63% |
$905K - $1.07M
|
201K
$49.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5.48K- 0.83% |
$914K - $1.09M
|
656K
$160M
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-5.49K- 1.94% |
$915K - $1.09M
|
277K
$67.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-5.49K- 7.04% |
$917K - $1.09M
|
72.5K
$17.7M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5.5K- 5.97% |
$917K - $1.09M
|
86.6K
$21.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.54K- 3.14% |
$924K - $1.1M
|
171K
$41.8M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-5.55K- 6.33% |
$927K - $1.1M
|
82.2K
$20.1M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.56K- 3.72% |
$927K - $1.1M
|
144K
$35.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-5.58K- 3.95% |
$930K - $1.1M
|
136K
$33.2M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-5.58K- 11.29% |
$931K - $1.11M
|
43.8K
$10.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-5.6K- 6.91% |
$934K - $1.11M
|
75.4K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-5.6K- 2.33% |
$934K - $1.11M
|
234K
$57.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-5.6K- 2.27% |
$935K - $1.11M
|
242K
$59.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-5.61K- 1.33% |
$936K - $1.11M
|
415K
$101M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.62K- 16.42% |
$938K - $1.11M
|
28.6K
$6.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-5.63K- 9.45% |
$940K - $1.12M
|
54K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-5.66K- 3.64% |
$944K - $1.12M
|
150K
$36.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-5.69K- 91.69% |
$949K - $1.13M
|
515
$126K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-5.7K- 1.61% |
$952K - $1.13M
|
348K
$85.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5.71K- 17.06% |
$952K - $1.13M
|
27.7K
$6.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.71K- 2.91% |
$952K - $1.13M
|
190K
$46.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-5.72K- 56.75% |
$955K - $1.13M
|
4.36K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-5.73K- 0.56% |
$955K - $1.13M
|
1.02M
$249M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-5.73K- 3.85% |
$956K - $1.13M
|
143K
$34.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-5.76K- 5.13% |
$960K - $1.14M
|
106K
$26M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-5.81K- 5.4% |
$970K - $1.15M
|
102K
$24.9M
|