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 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
22+ 0.08% |
$3.75K - $4.32K
|
26.4K
$6.48M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
22+ 0.11% |
$3.75K - $4.32K
|
20.5K
$5.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
22+ 0.15% |
$3.75K - $4.32K
|
14.8K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
22New |
$3.75K - $4.32K
|
22
$5.4K
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
20+ 0.22% |
$3.41K - $3.93K
|
9.07K
$2.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
20+ 0.11% |
$3.41K - $3.93K
|
18K
$4.41M
|
|
|
Aug 28, 2024
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
20+ 1.02% |
$3.41K - $3.93K
|
1.98K
$487K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
19+ 0.07% |
$3.24K - $3.73K
|
26.8K
$6.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
18+ 0.06% |
$3.07K - $3.54K
|
32.4K
$7.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
18+ 0.56% |
$3.07K - $3.54K
|
3.21K
$787K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
18+ 0.06% |
$3.07K - $3.54K
|
32.4K
$7.97M
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
17+ 0.14% |
$2.9K - $3.34K
|
12.1K
$2.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
17+ 0.02% |
$2.9K - $3.34K
|
76.5K
$18.8M
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
16+ 0.46% |
$2.73K - $3.14K
|
3.49K
$856K
|
|
|
Oct 10, 2023
Q3 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
15+ 0.61% |
$2.56K - $2.95K
|
2.47K
$605K
|
|
|
Oct 16, 2023
Q3 2023
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
14+ 0.02% |
$2.39K - $2.75K
|
70K
$17.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
14+ 0.02% |
$2.39K - $2.75K
|
73.7K
$18.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.25% |
$2.39K - $2.75K
|
5.52K
$1.36M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
14+ 0.08% |
$2.39K - $2.75K
|
17.2K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
14+ 0.11% |
$2.39K - $2.75K
|
13.1K
$3.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
13+ 0.02% |
$2.22K - $2.55K
|
71.6K
$17.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
13+ 1.13% |
$2.22K - $2.55K
|
1.16K
$286K
|
|
|
Oct 30, 2023
Q3 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
13+ 0.15% |
$2.22K - $2.55K
|
8.77K
$2.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
13+ 0.03% |
$2.22K - $2.55K
|
47.6K
$11.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
12+ 0.17% |
$2.05K - $2.36K
|
7.26K
$1.78M
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
12+ 0.06% |
$2.05K - $2.36K
|
20.7K
$5.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.1% |
$2.05K - $2.36K
|
11.7K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
12+ 0.1% |
$2.05K - $2.36K
|
12.2K
$2.99M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.09% |
$2.05K - $2.36K
|
13.3K
$3.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
11+ 0.1% |
$1.87K - $2.16K
|
11.1K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
11+ 0.22% |
$1.87K - $2.16K
|
4.92K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
11+ 0.08% |
$1.87K - $2.16K
|
14.3K
$3.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
10+ 0.07% |
$1.7K - $1.96K
|
15.1K
$3.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
10+ 0.07% |
$1.7K - $1.96K
|
15.1K
$3.71M
|
|
|
Sep 18, 2024
Q3 2023
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
10+ 0.14% |
$1.7K - $1.96K
|
7.11K
$1.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
9+ 0.09% |
$1.53K - $1.77K
|
10.3K
$2.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
9+ 0.03% |
$1.53K - $1.77K
|
29.1K
$7.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
9+ 0.19% |
$1.53K - $1.77K
|
4.78K
$1.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9+ 0.04% |
$1.53K - $1.77K
|
25.6K
$6.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
9+ 0.03% |
$1.53K - $1.77K
|
29.3K
$7.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
8+ 0.06% |
$1.36K - $1.57K
|
12.6K
$3.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
8+ 0.13% |
$1.36K - $1.57K
|
6.28K
$1.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
8+ 0.0% |
$1.36K - $1.57K
|
169K
$41.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
8+ 0.01% |
$1.36K - $1.57K
|
71.6K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$1.36K - $1.57K
|
40.3K
$9.88M
|
|
|
Feb 05, 2025
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
8+ 0.09% |
$1.36K - $1.57K
|
8.77K
$2.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.07% |
$1.19K - $1.38K
|
9.79K
$2.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7+ 0.04% |
$1.19K - $1.38K
|
20K
$4.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
6+ 0.11% |
$1.02K - $1.18K
|
5.48K
$1.35M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.05% |
$1.02K - $1.18K
|
13K
$3.19M
|