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
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-54- 3.12% |
$9.2K - $10.6K
|
1.68K
$336K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-55- 0.63% |
$9.37K - $10.8K
|
8.66K
$1.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-55- 0.73% |
$9.37K - $10.8K
|
7.46K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-55- 0.18% |
$9.37K - $10.8K
|
31.3K
$6.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-57- 0.58% |
$9.71K - $11.2K
|
9.72K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-57- 0.34% |
$9.71K - $11.2K
|
16.6K
$3.32M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-57- 0.08% |
$9.71K - $11.2K
|
69.4K
$13.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-58- 0.02% |
$9.88K - $11.4K
|
259K
$51.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-58- 0.09% |
$9.88K - $11.4K
|
65K
$13M
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-58- 0.54% |
$9.88K - $11.4K
|
10.7K
$2.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-60- 0.57% |
$10.2K - $11.8K
|
10.4K
$2.08M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
SELL
|
- |
-60- 0.82% |
$10.2K - $11.8K
|
7.27K
$1.46M
|
|
|
Oct 24, 2023
Q3 2023
|
James Hambro & Partners
|
SELL
|
- |
-61- 0.59% |
$10.4K - $12K
|
10.3K
$2.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-61- 0.58% |
$10.4K - $12K
|
10.5K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-61- 0.05% |
$10.4K - $12K
|
113K
$22.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-62- 0.93% |
$10.6K - $12.2K
|
6.58K
$1.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-63- 0.14% |
$10.7K - $12.4K
|
43.9K
$8.79M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-63- 2.03% |
$10.7K - $12.4K
|
3.05K
$610K
|
|
|
Nov 08, 2023
Q3 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-64- 0.43% |
$10.9K - $12.6K
|
14.7K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-65- 0.08% |
$11.1K - $12.8K
|
82.7K
$16.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-67- 0.19% |
$11.4K - $13.2K
|
34.8K
$6.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-67- 0.55% |
$11.4K - $13.2K
|
12.1K
$2.42M
|
|
|
Jan 08, 2025
Q3 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-68- 25.37% |
$11.6K - $13.4K
|
200
$40.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-70- 0.4% |
$11.9K - $13.8K
|
17.2K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-70- 1.75% |
$11.9K - $13.8K
|
3.93K
$787K
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-71- 0.2% |
$12.1K - $13.9K
|
35.3K
$7.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-71- 1.93% |
$12.1K - $13.9K
|
3.61K
$724K
|
|
|
Nov 03, 2023
Q3 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-71- 1.64% |
$12.1K - $13.9K
|
4.27K
$855K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-72- 0.11% |
$12.3K - $14.1K
|
63.8K
$12.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-73- 0.23% |
$12.4K - $14.3K
|
32.3K
$6.46M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-73- 0.17% |
$12.4K - $14.3K
|
43K
$8.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-74- 0.26% |
$12.6K - $14.5K
|
28.3K
$5.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-74- 0.63% |
$12.6K - $14.5K
|
11.8K
$2.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-74- 0.64% |
$12.6K - $14.5K
|
11.5K
$2.3M
|
|
|
Oct 13, 2023
Q3 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-75- 0.51% |
$12.8K - $14.7K
|
14.6K
$2.93M
|
|
|
Oct 16, 2023
Q3 2023
|
Refined Wealth Management
|
SELL
|
- |
-77- 0.61% |
$13.1K - $15.1K
|
12.5K
$2.51M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-77- 0.23% |
$13.1K - $15.1K
|
33.6K
$6.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-78- 0.85% |
$13.3K - $15.3K
|
9.1K
$1.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-78- 0.21% |
$13.3K - $15.3K
|
36.9K
$7.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-78- 0.73% |
$13.3K - $15.3K
|
10.7K
$2.14M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-78- 0.2% |
$13.3K - $15.3K
|
39.6K
$7.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-79- 0.31% |
$13.5K - $15.5K
|
25.6K
$5.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-79- 0.88% |
$13.5K - $15.5K
|
8.86K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-79- 0.09% |
$13.5K - $15.5K
|
83.3K
$16.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-80- 0.95% |
$13.6K - $15.7K
|
8.37K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-80- 0.76% |
$13.6K - $15.7K
|
10.4K
$2.09M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-81- 0.5% |
$13.8K - $15.9K
|
16.2K
$3.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-82- 2.25% |
$14K - $16.1K
|
3.56K
$713K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-84- 0.15% |
$14.3K - $16.5K
|
56.3K
$11.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-85- 1.27% |
$14.5K - $16.7K
|
6.58K
$1.32M
|