Purchases and Sales Made in Q3 2023 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.09K+ 1.67% |
$185K - $213K
|
66.1K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.09K+ 0.25% |
$185K - $213K
|
429K
$85.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.08K+ 0.51% |
$185K - $213K
|
216K
$43.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.08K+ 17.52% |
$184K - $212K
|
7.24K
$1.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.08K+ 3.7% |
$184K - $212K
|
30.2K
$6.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1.07K+ 2.67% |
$182K - $210K
|
41.2K
$8.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.07K+ 3.45% |
$182K - $210K
|
32.1K
$6.42M
|
|
|
Apr 10, 2025
Q3 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
1.07K+ 1.16% |
$182K - $210K
|
93.6K
$18.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
1.07K+ 3.86% |
$182K - $210K
|
28.7K
$5.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.07K+ 3.29% |
$182K - $210K
|
33.5K
$6.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.06K+ 1.36% |
$180K - $207K
|
78.7K
$15.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.05K+ 3.67% |
$178K - $206K
|
29.6K
$5.93M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
1.04K+ 2.99% |
$178K - $205K
|
36K
$7.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.04K+ 0.71% |
$177K - $205K
|
147K
$29.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.04K+ 0.61% |
$177K - $204K
|
173K
$34.6M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.04K+ 1.91% |
$177K - $204K
|
55.4K
$11.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.03K+ 0.59% |
$176K - $203K
|
177K
$35.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.03K+ 2.68% |
$176K - $203K
|
39.6K
$7.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 7.56% |
$176K - $203K
|
14.7K
$2.94M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1.03K+ 3.62% |
$176K - $202K
|
29.5K
$5.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentrum Wealth Management
|
BUY
|
- |
1.03K+ 0.85% |
$175K - $202K
|
122K
$24.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
1.03K+ 10.59% |
$175K - $202K
|
10.7K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.03K+ 3.17% |
$175K - $202K
|
33.4K
$6.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.02K+ 1.55% |
$174K - $201K
|
67.2K
$13.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.02K+ 1.95% |
$174K - $201K
|
53.4K
$10.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.02K+ 2.22% |
$173K - $200K
|
47K
$9.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1.02K+ 3.22% |
$173K - $199K
|
32.5K
$6.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.01K+ 4.54% |
$172K - $199K
|
23.3K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.01K+ 5.03% |
$172K - $198K
|
21.1K
$4.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.01K+ 4.02% |
$171K - $198K
|
26K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1K+ 1.55% |
$171K - $197K
|
66K
$13.2M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
1K+ 2.31% |
$171K - $197K
|
44.5K
$8.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1K+ 5.18% |
$171K - $197K
|
20.4K
$4.08M
|
|
|
Nov 08, 2023
Q3 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
- |
1K+ 10.0% |
$170K - $196K
|
11K
$2.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1K+ 44.94% |
$170K - $196K
|
3.23K
$646K
|
|
|
Nov 13, 2023
Q3 2023
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
1K+ 50.0% |
$170K - $196K
|
3K
$601K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1K+ 8.47% |
$170K - $196K
|
12.8K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1K+ 76.92% |
$170K - $196K
|
2.3K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
982+ 3.7% |
$167K - $193K
|
27.5K
$5.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
978+ 6.92% |
$167K - $192K
|
15.1K
$3.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
976+ 61.5% |
$166K - $192K
|
2.56K
$513K
|
|
|
Nov 08, 2023
Q3 2023
|
Torray LLC
|
BUY
|
- |
972+ 1.51% |
$166K - $191K
|
65.5K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
968+ 0.24% |
$165K - $190K
|
401K
$80.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
967+ 1.7% |
$165K - $190K
|
57.9K
$11.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
965+ 0.39% |
$164K - $190K
|
247K
$49.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
965+ 1.08% |
$164K - $190K
|
90.2K
$18.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
949+ 0.85% |
$162K - $186K
|
112K
$22.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
946+ 1.24% |
$161K - $186K
|
77K
$15.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
943+ 14.28% |
$161K - $185K
|
7.55K
$1.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
942+ 1.86% |
$161K - $185K
|
51.7K
$10.3M
|