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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
932+ 1.49% |
$159K - $183K
|
63.6K
$12.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
930+ 0.42% |
$158K - $183K
|
221K
$44.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
916+ 1.19% |
$156K - $180K
|
78K
$15.6M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
914+ 0.63% |
$156K - $180K
|
146K
$29.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
914+ 5.3% |
$156K - $180K
|
18.2K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
911+ 8.24% |
$155K - $179K
|
12K
$2.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
909+ 4.96% |
$155K - $179K
|
19.2K
$3.85M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
903+ 13.63% |
$154K - $177K
|
7.53K
$1.51M
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
903+ 5.23% |
$154K - $177K
|
18.2K
$3.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
901+ 0.27% |
$154K - $177K
|
335K
$67.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
900+ 2.82% |
$153K - $177K
|
32.8K
$6.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
900New |
$153K - $177K
|
900
$180K
|
|
|
Aug 08, 2024
Q3 2023
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
900New |
$153K - $177K
|
900
$180K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
896+ 0.39% |
$153K - $176K
|
230K
$46M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
895+ 7.37% |
$153K - $176K
|
13K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
890+ 0.55% |
$152K - $175K
|
163K
$32.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
888+ 0.31% |
$151K - $174K
|
288K
$57.7M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
888+ 0.31% |
$151K - $174K
|
288K
$57.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
887+ 8.49% |
$151K - $174K
|
11.3K
$2.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
885+ 6.86% |
$151K - $174K
|
13.8K
$2.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
878+ 0.5% |
$150K - $172K
|
177K
$35.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
875+ 3.41% |
$149K - $172K
|
26.5K
$5.31M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
872+ 1.67% |
$149K - $171K
|
53.2K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
863+ 0.41% |
$147K - $170K
|
212K
$42.5M
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
860+ 1.01% |
$147K - $169K
|
85.7K
$17.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
855+ 20.16% |
$146K - $168K
|
5.1K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
BUY
|
- |
850+ 0.68% |
$145K - $167K
|
126K
$25.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
844+ 0.91% |
$144K - $166K
|
93.9K
$18.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
843+ 5.57% |
$144K - $166K
|
16K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
842+ 0.35% |
$144K - $165K
|
240K
$48M
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
840+ 4.9% |
$143K - $165K
|
18K
$3.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
835+ 1.18% |
$142K - $164K
|
71.8K
$14.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
834+ 1.76% |
$142K - $164K
|
48.2K
$9.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
823+ 77.13% |
$140K - $162K
|
1.89K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
822+ 1.66% |
$140K - $161K
|
50.2K
$10.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
818+ 2.94% |
$139K - $161K
|
28.7K
$5.74M
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
815+ 9.53% |
$139K - $160K
|
9.37K
$1.88M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
814+ 0.99% |
$139K - $160K
|
82.9K
$16.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
813+ 1.66% |
$139K - $160K
|
49.7K
$9.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
813+ 13.08% |
$139K - $160K
|
7.03K
$1.41M
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
809+ 1.22% |
$138K - $159K
|
66.9K
$13.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
806+ 0.39% |
$137K - $158K
|
208K
$41.6M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
805+ 0.66% |
$137K - $158K
|
124K
$24.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
802+ 3.08% |
$137K - $158K
|
26.8K
$5.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
801+ 7.6% |
$137K - $157K
|
11.3K
$2.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
800+ 7.79% |
$136K - $157K
|
11.1K
$2.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
800+ 20.56% |
$136K - $157K
|
4.69K
$940K
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
799+ 1.19% |
$136K - $157K
|
67.8K
$13.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
799+ 7.02% |
$136K - $157K
|
12.2K
$2.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
796+ 6.69% |
$136K - $156K
|
12.7K
$2.54M
|