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 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
149+ 2.02% |
$25.4K - $29.3K
|
7.52K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
148+ 0.11% |
$25.2K - $29.1K
|
130K
$26M
|
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
148+ 4.19% |
$25.2K - $29.1K
|
3.68K
$738K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
148+ 0.14% |
$25.2K - $29.1K
|
103K
$20.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
147+ 0.22% |
$25.1K - $28.9K
|
66.9K
$13.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
147+ 3.14% |
$25.1K - $28.9K
|
4.83K
$966K
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
147+ 0.51% |
$25.1K - $28.9K
|
28.8K
$5.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
146+ 0.23% |
$24.9K - $28.7K
|
62.5K
$12.5M
|
|
|
Nov 07, 2023
Q3 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
145+ 1.49% |
$24.7K - $28.5K
|
9.86K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
144+ 0.39% |
$24.5K - $28.3K
|
37.4K
$7.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
141+ 0.19% |
$24K - $27.7K
|
75.6K
$15.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
140+ 27.72% |
$23.9K - $27.5K
|
645
$129K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
138+ 0.47% |
$23.5K - $27.1K
|
29.4K
$5.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
138+ 0.49% |
$23.5K - $27.1K
|
28.4K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
138+ 0.81% |
$23.5K - $27.1K
|
17.2K
$3.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
137+ 0.58% |
$23.3K - $26.9K
|
23.9K
$4.78M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
137+ 41.52% |
$23.3K - $26.9K
|
467
$93.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
BUY
|
- |
136+ 1.31% |
$23.2K - $26.7K
|
10.5K
$2.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
136+ 3.83% |
$23.2K - $26.7K
|
3.68K
$738K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
136+ 0.31% |
$23.2K - $26.7K
|
44.2K
$8.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
133+ 1.12% |
$22.7K - $26.1K
|
12K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
133+ 0.08% |
$22.7K - $26.1K
|
172K
$34.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
131+ 0.39% |
$22.3K - $25.7K
|
33.7K
$6.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
130+ 0.92% |
$22.2K - $25.5K
|
14.3K
$2.86M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
130+ 0.8% |
$22.2K - $25.5K
|
16.3K
$3.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
129+ 0.25% |
$22K - $25.3K
|
50.8K
$10.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
129+ 1.3% |
$22K - $25.3K
|
10K
$2.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
BUY
|
- |
128+ 0.24% |
$21.8K - $25.1K
|
53.4K
$10.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
128+ 0.56% |
$21.8K - $25.1K
|
22.8K
$4.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
128+ 2.2% |
$21.8K - $25.1K
|
5.95K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
128+ 0.57% |
$21.8K - $25.1K
|
22.5K
$4.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
128+ 0.64% |
$21.8K - $25.1K
|
20K
$4.01M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
127+ 0.84% |
$21.6K - $24.9K
|
15.2K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
127+ 24.71% |
$21.6K - $24.9K
|
641
$128K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
126+ 0.32% |
$21.5K - $24.8K
|
40.1K
$8.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
126+ 0.3% |
$21.5K - $24.8K
|
42.4K
$8.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
123+ 0.5% |
$21K - $24.2K
|
24.7K
$4.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
123+ 7.02% |
$21K - $24.2K
|
1.88K
$376K
|
|
|
Dec 02, 2024
Q3 2023
|
Cypress Capital, LLC
|
BUY
|
- |
123+ 0.91% |
$21K - $24.2K
|
13.6K
$2.72M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
122+ 0.24% |
$20.8K - $24K
|
50.2K
$10.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
122+ 1.65% |
$20.8K - $24K
|
7.51K
$1.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
120+ 0.7% |
$20.5K - $23.6K
|
17.3K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
120+ 0.18% |
$20.5K - $23.6K
|
65.7K
$13.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
119+ 3.45% |
$20.3K - $23.4K
|
3.57K
$714K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
117+ 0.29% |
$19.9K - $23K
|
40.7K
$8.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
117+ 0.09% |
$19.9K - $23K
|
124K
$24.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
117+ 0.67% |
$19.9K - $23K
|
17.7K
$3.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
BUY
|
- |
116+ 0.16% |
$19.8K - $22.8K
|
74.7K
$15M
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
116+ 0.46% |
$19.8K - $22.8K
|
25.4K
$5.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
115+ 2.42% |
$19.6K - $22.6K
|
4.86K
$974K
|