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 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-9.49K- 23.94% |
$1.58M - $1.88M
|
30.2K
$5.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-9.53K- 2.84% |
$1.59M - $1.89M
|
326K
$62.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-9.56K- 9.93% |
$1.59M - $1.89M
|
86.7K
$16.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-9.61K- 11.65% |
$1.6M - $1.9M
|
72.8K
$14.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-9.76K- 9.82% |
$1.63M - $1.93M
|
89.6K
$17.3M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-9.76K- 17.44% |
$1.63M - $1.93M
|
46.2K
$8.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-9.79K- 7.04% |
$1.63M - $1.94M
|
129K
$25M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-9.8K- 2.92% |
$1.64M - $1.94M
|
325K
$62.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-9.81K- 5.87% |
$1.64M - $1.94M
|
157K
$30.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-9.86K- 6.14% |
$1.65M - $1.95M
|
151K
$29.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-9.87K- 0.51% |
$1.65M - $1.95M
|
1.91M
$370M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9.87K- 0.51% |
$1.65M - $1.95M
|
1.91M
$370M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-9.88K- 6.62% |
$1.65M - $1.96M
|
139K
$26.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.9K- 6.92% |
$1.65M - $1.96M
|
133K
$25.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-9.9K- 3.32% |
$1.65M - $1.96M
|
289K
$55.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-9.96K- 9.79% |
$1.66M - $1.97M
|
91.8K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-9.97K- 6.71% |
$1.66M - $1.98M
|
139K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-10K- 52.35% |
$1.67M - $1.98M
|
9.1K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-10.1K- 35.97% |
$1.69M - $2M
|
18K
$3.48M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 5.29% |
$1.7M - $2.02M
|
183K
$35.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-10.2K- 3.85% |
$1.71M - $2.03M
|
256K
$49.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-10.3K- 8.04% |
$1.71M - $2.03M
|
117K
$22.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-10.3K- 3.59% |
$1.72M - $2.05M
|
277K
$53.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-10.3K- 1.17% |
$1.73M - $2.05M
|
872K
$169M
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-10.4K- 8.0% |
$1.73M - $2.05M
|
119K
$23M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-10.5K- 9.44% |
$1.75M - $2.08M
|
101K
$19.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10.5K- 1.36% |
$1.75M - $2.08M
|
761K
$147M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10.5K- 2.59% |
$1.75M - $2.08M
|
395K
$76.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-10.5K- 1.61% |
$1.76M - $2.09M
|
645K
$125M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-10.6K- 2.11% |
$1.76M - $2.09M
|
490K
$94.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-10.6K- 16.95% |
$1.76M - $2.09M
|
51.7K
$9.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-10.6K- 1.47% |
$1.77M - $2.1M
|
707K
$137M
|
|
|
Feb 06, 2024
Q4 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10.6K- 8.85% |
$1.77M - $2.1M
|
109K
$21.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-10.6K- 40.85% |
$1.77M - $2.11M
|
15.4K
$2.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Hendley & CO Inc
|
SELL
|
- |
-10.7K- 10.71% |
$1.78M - $2.11M
|
88.9K
$17.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-10.7K- 2.32% |
$1.78M - $2.11M
|
449K
$86.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-10.7K- 6.02% |
$1.78M - $2.11M
|
167K
$32.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-10.7K- 28.56% |
$1.78M - $2.12M
|
26.7K
$5.16M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-10.7K- 12.46% |
$1.78M - $2.12M
|
75.1K
$14.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-10.8K- 13.81% |
$1.8M - $2.13M
|
67.2K
$13M
|
|
|
Jan 09, 2024
Q4 2023
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-10.8K- 13.64% |
$1.81M - $2.15M
|
68.6K
$13.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-10.9K- 4.89% |
$1.82M - $2.16M
|
212K
$41M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-10.9K- 2.36% |
$1.82M - $2.17M
|
452K
$87.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-10.9K- 1.76% |
$1.82M - $2.17M
|
609K
$118M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11K- 1.19% |
$1.83M - $2.17M
|
908K
$175M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-11K- 2.46% |
$1.84M - $2.18M
|
436K
$84.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-11K- 1.48% |
$1.84M - $2.18M
|
735K
$142M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-11K- 1.43% |
$1.84M - $2.18M
|
758K
$146M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-11K- 3.33% |
$1.84M - $2.19M
|
320K
$61.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-11.1K- 0.5% |
$1.85M - $2.19M
|
2.2M
$425M
|