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 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-5.82K- 5.37% |
$971K - $1.15M
|
103K
$25.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.82K- 8.57% |
$971K - $1.15M
|
62.1K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-5.87K- 0.04% |
$980K - $1.16M
|
16M
$3.91B
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-5.87K- 14.23% |
$980K - $1.16M
|
35.4K
$8.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-5.89K- 3.12% |
$982K - $1.17M
|
183K
$44.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-5.9K- 3.77% |
$985K - $1.17M
|
151K
$36.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.95K- 7.25% |
$992K - $1.18M
|
76K
$18.6M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.95K- 2.05% |
$993K - $1.18M
|
284K
$69.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenbrier Partners Capital Management, LLC
|
SELL
|
- |
-5.99K- 0.41% |
$1M - $1.19M
|
1.44M
$353M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-6.01K- 4.45% |
$1M - $1.19M
|
129K
$31.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.06K- 1.77% |
$1.01M - $1.2M
|
337K
$82.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.07K- 3.18% |
$1.01M - $1.2M
|
185K
$45.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Academy Capital Management Inc
Waco, TX |
SELL
|
- |
-6.08K- 1.7% |
$1.01M - $1.2M
|
352K
$86M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-6.1K- 7.98% |
$1.02M - $1.21M
|
70.4K
$17.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-6.12K- 0.88% |
$1.02M - $1.21M
|
688K
$168M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-6.12K- 5.75% |
$1.02M - $1.21M
|
100K
$24.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-6.16K- 8.75% |
$1.03M - $1.22M
|
64.3K
$15.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-6.17K- 1.84% |
$1.03M - $1.22M
|
328K
$80.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-6.17K- 2.5% |
$1.03M - $1.22M
|
241K
$58.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-6.18K- 0.67% |
$1.03M - $1.22M
|
917K
$224M
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-6.19K- 8.04% |
$1.03M - $1.23M
|
70.8K
$17.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.19K- 2.44% |
$1.03M - $1.23M
|
247K
$60.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-6.19K- 14.63% |
$1.03M - $1.23M
|
36.1K
$8.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-6.2K- 10.3% |
$1.04M - $1.23M
|
54K
$13.2M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-6.21K- 5.17% |
$1.04M - $1.23M
|
114K
$27.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-6.22K- 2.49% |
$1.04M - $1.23M
|
244K
$59.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-6.25K- 26.03% |
$1.04M - $1.24M
|
17.7K
$4.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-6.25K- 1.14% |
$1.04M - $1.24M
|
543K
$133M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.25K- 25.52% |
$1.04M - $1.24M
|
18.2K
$4.46M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-6.26K- 4.3% |
$1.05M - $1.24M
|
139K
$34M
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-6.29K- 0.05% |
$1.05M - $1.25M
|
12.6M
$3.08B
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-6.31K- 3.01% |
$1.05M - $1.25M
|
203K
$49.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-6.32K- 1.61% |
$1.05M - $1.25M
|
387K
$94.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-6.36K- 6.41% |
$1.06M - $1.26M
|
92.8K
$22.7M
|
|
|
Aug 07, 2024
Q4 2023
|
Nri Wealth Management Lc
Santa Clara, CA |
SELL
|
- |
-6.38K- 20.98% |
$1.07M - $1.26M
|
24K
$5.88M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-6.38K- 25.98% |
$1.07M - $1.26M
|
18.2K
$4.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-6.39K- 15.68% |
$1.07M - $1.27M
|
34.4K
$8.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-6.41K- 3.25% |
$1.07M - $1.27M
|
191K
$46.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-6.42K- 9.9% |
$1.07M - $1.27M
|
58.4K
$14.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6.44K- 1.65% |
$1.07M - $1.28M
|
384K
$93.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-6.44K- 14.28% |
$1.07M - $1.28M
|
38.7K
$9.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-6.47K- 4.27% |
$1.08M - $1.28M
|
145K
$35.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Herald Investment Management LTD
|
SELL
|
- |
-6.5K- 20.63% |
$1.08M - $1.29M
|
25K
$6.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-6.52K- 5.02% |
$1.09M - $1.29M
|
123K
$30.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-6.54K- 2.79% |
$1.09M - $1.3M
|
228K
$55.7M
|
|
|
Dec 02, 2024
Q4 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-6.54K- 3.79% |
$1.09M - $1.3M
|
166K
$40.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-6.6K- 1.25% |
$1.1M - $1.31M
|
521K
$127M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-6.61K- 3.1% |
$1.1M - $1.31M
|
207K
$50.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.62K- 4.26% |
$1.11M - $1.31M
|
149K
$36.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-6.62K- 2.83% |
$1.11M - $1.31M
|
228K
$55.7M
|