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 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-26.3K- 15.25% |
$4.39M - $5.22M
|
146K
$33.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-26.4K- 8.59% |
$4.4M - $5.22M
|
280K
$63.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-26.5K- 9.62% |
$4.42M - $5.24M
|
249K
$56.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-27.1K- 19.74% |
$4.51M - $5.36M
|
110K
$25M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.1K- 0.22% |
$4.52M - $5.37M
|
12.4M
$2.83B
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-27.2K- 8.57% |
$4.53M - $5.38M
|
290K
$66M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-27.4K- 8.1% |
$4.57M - $5.43M
|
311K
$70.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-27.4K- 1.59% |
$4.58M - $5.44M
|
1.7M
$388M
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-27.5K- 2.49% |
$4.59M - $5.45M
|
1.08M
$245M
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-28.1K- 89.05% |
$4.69M - $5.57M
|
3.46K
$788K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-28.1K- 4.62% |
$4.7M - $5.57M
|
581K
$132M
|
|
|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-28.2K- 27.66% |
$4.7M - $5.58M
|
73.7K
$16.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-28.7K- 0.98% |
$4.79M - $5.68M
|
2.91M
$663M
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-28.8K- 30.39% |
$4.8M - $5.7M
|
65.9K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-28.8K- 12.94% |
$4.81M - $5.71M
|
194K
$44.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-29.2K- 3.15% |
$4.88M - $5.79M
|
898K
$204M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-29.5K- 4.77% |
$4.93M - $5.85M
|
590K
$134M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-29.6K- 22.61% |
$4.94M - $5.86M
|
101K
$23.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-30K- 5.38% |
$5M - $5.93M
|
527K
$120M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-30K- 62.01% |
$5M - $5.94M
|
18.4K
$4.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-30.5K- 10.69% |
$5.09M - $6.04M
|
255K
$57.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-31.3K- 0.69% |
$5.23M - $6.21M
|
4.5M
$1.03B
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-31.4K- 12.03% |
$5.24M - $6.22M
|
230K
$52.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-31.5K- 2.16% |
$5.25M - $6.24M
|
1.43M
$325M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-31.7K- 2.41% |
$5.3M - $6.29M
|
1.28M
$292M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-31.8K- 61.71% |
$5.31M - $6.3M
|
19.7K
$4.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-32.3K- 0.25% |
$5.39M - $6.4M
|
12.8M
$2.91B
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-32.3K- 1.71% |
$5.4M - $6.41M
|
1.86M
$424M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-32.6K- 10.98% |
$5.43M - $6.45M
|
264K
$60.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-32.7K- 67.42% |
$5.46M - $6.48M
|
15.8K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-33.1K- 17.47% |
$5.52M - $6.55M
|
156K
$35.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-33.3K- 10.81% |
$5.56M - $6.61M
|
275K
$62.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-33.6K- 14.61% |
$5.61M - $6.66M
|
196K
$44.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-33.6K- 1.57% |
$5.61M - $6.66M
|
2.11M
$480M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-34K- 4.91% |
$5.67M - $6.73M
|
657K
$150M
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-34.2K- 11.53% |
$5.71M - $6.78M
|
263K
$59.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-34.3K- 28.34% |
$5.72M - $6.8M
|
86.7K
$19.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-34.5K- 4.4% |
$5.76M - $6.84M
|
750K
$171M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-34.9K- 0.91% |
$5.83M - $6.92M
|
3.79M
$863M
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
SELL
|
- |
-34.9K- 3.36% |
$5.83M - $6.92M
|
1.01M
$229M
|
|
|
Feb 08, 2024
Q4 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-35.3K- 20.01% |
$5.88M - $6.99M
|
141K
$32.1M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-35.4K- 2.73% |
$5.91M - $7.01M
|
1.26M
$287M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-35.4K- 64.35% |
$5.91M - $7.02M
|
19.6K
$4.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-36K- 1.13% |
$6.01M - $7.13M
|
3.16M
$720M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-36.1K- 43.7% |
$6.02M - $7.15M
|
46.5K
$10.6M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-36.1K- 22.89% |
$6.03M - $7.16M
|
122K
$27.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-36.2K- 2.21% |
$6.05M - $7.18M
|
1.61M
$366M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-36.2K- 3.9% |
$6.05M - $7.18M
|
894K
$204M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-36.4K- 3.35% |
$6.08M - $7.21M
|
1.05M
$239M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-36.6K- 9.28% |
$6.11M - $7.25M
|
358K
$81.4M
|