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 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
795+ 39.22% |
$135K - $156K
|
2.82K
$565K
|
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
793+ 3.37% |
$135K - $156K
|
24.3K
$4.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
793+ 15.45% |
$135K - $156K
|
5.93K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
788+ 3.65% |
$134K - $155K
|
22.4K
$4.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
786+ 3.26% |
$134K - $154K
|
24.9K
$4.98M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
774+ 5.22% |
$132K - $152K
|
15.6K
$3.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
752+ 0.76% |
$128K - $148K
|
100K
$20M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
752+ 5.57% |
$128K - $148K
|
14.3K
$2.86M
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
748+ 2.53% |
$127K - $147K
|
30.3K
$6.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
747+ 6.49% |
$127K - $147K
|
12.3K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
746+ 0.58% |
$127K - $147K
|
129K
$25.9M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
741+ 0.4% |
$126K - $146K
|
185K
$37.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
BUY
|
- |
735+ 2.23% |
$125K - $144K
|
33.7K
$6.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
732+ 18.76% |
$125K - $144K
|
4.63K
$928K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
731+ 1.36% |
$125K - $144K
|
54.5K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
728+ 1.18% |
$124K - $143K
|
62.3K
$12.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
726+ 2.98% |
$124K - $143K
|
25.1K
$5.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
725+ 16.6% |
$124K - $142K
|
5.09K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
724+ 9.56% |
$123K - $142K
|
8.3K
$1.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
717+ 0.09% |
$122K - $141K
|
804K
$161M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
714+ 17.56% |
$122K - $140K
|
4.78K
$957K
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
713+ 6.57% |
$122K - $140K
|
11.6K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
702+ 11.02% |
$120K - $138K
|
7.07K
$1.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
699+ 2.67% |
$119K - $137K
|
26.9K
$5.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
699+ 1.24% |
$119K - $137K
|
57.2K
$11.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
697+ 1.13% |
$119K - $137K
|
62.4K
$12.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Chico Wealth Ria
|
BUY
|
- |
695+ 14.98% |
$118K - $137K
|
5.33K
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
691+ 0.64% |
$118K - $136K
|
109K
$21.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
687+ 1.25% |
$117K - $135K
|
55.7K
$11.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
686+ 3.32% |
$117K - $135K
|
21.4K
$4.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
684+ 4.21% |
$117K - $134K
|
16.9K
$3.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
681New |
$116K - $134K
|
681
$136K
|
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
680+ 4.31% |
$116K - $134K
|
16.5K
$3.3M
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
678+ 2.11% |
$116K - $133K
|
32.8K
$6.56M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
677+ 36.13% |
$115K - $133K
|
2.55K
$511K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
675+ 3.94% |
$115K - $133K
|
17.8K
$3.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
BUY
|
- |
674+ 1.31% |
$115K - $132K
|
52.1K
$10.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
674+ 1.33% |
$115K - $132K
|
51.3K
$10.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
665+ 2.74% |
$113K - $131K
|
25K
$5M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
665+ 3.82% |
$113K - $131K
|
18.1K
$3.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
664+ 3.72% |
$113K - $130K
|
18.5K
$3.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
662+ 0.05% |
$113K - $130K
|
1.22M
$243M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
661+ 10.63% |
$113K - $130K
|
6.88K
$1.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
659+ 2.27% |
$112K - $129K
|
29.7K
$5.94M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
659+ 31.77% |
$112K - $129K
|
2.73K
$547K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
654+ 0.74% |
$111K - $128K
|
89.1K
$17.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
654+ 2.47% |
$111K - $128K
|
27.1K
$5.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
652+ 1.69% |
$111K - $128K
|
39.3K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Terry Smith
Fundsmith LLP | London, X0
|
BUY
|
- |
651+ 0.05% |
$111K - $128K
|
1.33M
$267M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
649+ 2.2% |
$111K - $127K
|
30.1K
$6.03M
|