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 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-6.65K- 0.95% |
$1.11M - $1.32M
|
695K
$170M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-6.65K- 0.61% |
$1.11M - $1.32M
|
1.09M
$267M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6.72K- 22.23% |
$1.12M - $1.33M
|
23.5K
$5.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.73K- 0.56% |
$1.12M - $1.33M
|
1.21M
$295M
|
|
|
Feb 13, 2024
Q4 2023
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-6.76K- 16.47% |
$1.13M - $1.34M
|
34.3K
$8.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-6.77K- 10.65% |
$1.13M - $1.34M
|
56.8K
$13.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-6.83K- 2.01% |
$1.14M - $1.35M
|
334K
$81.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-6.88K- 9.73% |
$1.15M - $1.36M
|
63.8K
$15.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-6.97K- 42.54% |
$1.16M - $1.38M
|
9.41K
$2.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-6.98K- 85.82% |
$1.17M - $1.38M
|
1.15K
$282K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7.01K- 4.55% |
$1.17M - $1.39M
|
147K
$35.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-7.02K- 15.36% |
$1.17M - $1.39M
|
38.7K
$9.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.03K- 1.31% |
$1.17M - $1.39M
|
528K
$129M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.08K- 23.43% |
$1.18M - $1.4M
|
23.1K
$5.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7.09K- 20.92% |
$1.18M - $1.41M
|
26.8K
$6.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-7.1K- 11.89% |
$1.18M - $1.41M
|
52.6K
$12.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-7.21K- 1.07% |
$1.2M - $1.43M
|
666K
$163M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.28K- 1.85% |
$1.21M - $1.44M
|
387K
$94.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-7.28K- 5.56% |
$1.21M - $1.44M
|
124K
$30.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-7.28K- 70.84% |
$1.22M - $1.44M
|
3K
$733K
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-7.3K- 11.39% |
$1.22M - $1.45M
|
56.8K
$13.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-7.35K- 4.04% |
$1.23M - $1.46M
|
174K
$42.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-7.37K- 3.61% |
$1.23M - $1.46M
|
197K
$48.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.38K- 3.87% |
$1.23M - $1.46M
|
183K
$44.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-7.4K- 63.21% |
$1.23M - $1.47M
|
4.31K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-7.45K- 1.11% |
$1.24M - $1.48M
|
666K
$163M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.48K- 1.74% |
$1.25M - $1.48M
|
421K
$103M
|
|
|
Feb 08, 2024
Q4 2023
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-7.51K- 6.63% |
$1.25M - $1.49M
|
106K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-7.53K- 60.01% |
$1.26M - $1.49M
|
5.02K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-7.58K- 6.71% |
$1.26M - $1.5M
|
105K
$25.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.6K- 0.75% |
$1.27M - $1.5M
|
1M
$245M
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-7.6K- 2.42% |
$1.27M - $1.51M
|
307K
$75M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-7.67K- 14.25% |
$1.28M - $1.52M
|
46.1K
$11.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-7.68K- 2.04% |
$1.28M - $1.52M
|
369K
$90.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-7.7K- 11.24% |
$1.28M - $1.52M
|
60.8K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-7.7K- 23.38% |
$1.28M - $1.53M
|
25.2K
$6.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-7.78K- 4.88% |
$1.3M - $1.54M
|
152K
$37.1M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-7.83K- 2.33% |
$1.31M - $1.55M
|
328K
$80.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-7.85K- 2.3% |
$1.31M - $1.56M
|
333K
$81.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-7.88K- 3.49% |
$1.31M - $1.56M
|
218K
$53.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-7.92K- 0.31% |
$1.32M - $1.57M
|
2.56M
$626M
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-7.97K- 19.35% |
$1.33M - $1.58M
|
33.2K
$8.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-8.04K- 1.85% |
$1.34M - $1.59M
|
426K
$104M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-8.09K- 6.08% |
$1.35M - $1.6M
|
125K
$30.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-8.13K- 0.72% |
$1.36M - $1.61M
|
1.12M
$273M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-8.13K- 5.34% |
$1.36M - $1.61M
|
144K
$35.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-8.14K- 3.45% |
$1.36M - $1.61M
|
228K
$55.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-8.15K- 5.52% |
$1.36M - $1.61M
|
140K
$34.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-8.16K- 1.86% |
$1.36M - $1.62M
|
429K
$105M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-8.16K- 27.85% |
$1.36M - $1.62M
|
21.1K
$5.17M
|