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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-78- 0.2% |
$13.3K - $15.3K
|
39.6K
$10.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-79- 0.31% |
$13.5K - $15.5K
|
25.6K
$6.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-79- 0.88% |
$13.5K - $15.5K
|
8.86K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-79- 0.09% |
$13.5K - $15.5K
|
83.3K
$22.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-80- 0.95% |
$13.6K - $15.7K
|
8.37K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-80- 0.76% |
$13.6K - $15.7K
|
10.4K
$2.83M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-81- 0.5% |
$13.8K - $15.9K
|
16.2K
$4.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-82- 2.25% |
$14K - $16.1K
|
3.56K
$966K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-84- 0.15% |
$14.3K - $16.5K
|
56.3K
$15.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-85- 1.27% |
$14.5K - $16.7K
|
6.58K
$1.79M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-86- 2.14% |
$14.7K - $16.9K
|
3.94K
$1.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-86- 0.4% |
$14.7K - $16.9K
|
21.3K
$5.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-86- 0.66% |
$14.7K - $16.9K
|
12.9K
$3.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-86- 20.62% |
$14.7K - $16.9K
|
331
$89.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-87- 0.24% |
$14.8K - $17.1K
|
36.1K
$9.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-87- 0.49% |
$14.8K - $17.1K
|
17.8K
$4.84M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-87- 1.08% |
$14.8K - $17.1K
|
8K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-87- 1.26% |
$14.8K - $17.1K
|
6.85K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-87- 0.19% |
$14.8K - $17.1K
|
44.8K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-87- 0.27% |
$14.8K - $17.1K
|
32K
$8.68M
|
|
|
Oct 12, 2023
Q3 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-88- 1.46% |
$15K - $17.3K
|
5.96K
$1.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-88- 0.14% |
$15K - $17.3K
|
62.3K
$16.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-88- 0.02% |
$15K - $17.3K
|
486K
$132M
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-88- 0.97% |
$15K - $17.3K
|
8.94K
$2.43M
|
|
|
Oct 23, 2023
Q3 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-89- 0.14% |
$15.2K - $17.5K
|
65.2K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-89- 0.09% |
$15.2K - $17.5K
|
100K
$27.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-89- 1.53% |
$15.2K - $17.5K
|
5.71K
$1.55M
|
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-89- 1.88% |
$15.2K - $17.5K
|
4.63K
$1.26M
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-90- 0.06% |
$15.3K - $17.7K
|
148K
$40M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-90- 0.02% |
$15.3K - $17.7K
|
586K
$159M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-90- 0.02% |
$15.3K - $17.7K
|
586K
$159M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-91- 6.85% |
$15.5K - $17.9K
|
1.24K
$336K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-91- 0.06% |
$15.5K - $17.9K
|
165K
$44.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-91- 0.17% |
$15.5K - $17.9K
|
53.2K
$14.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-92- 0.43% |
$15.7K - $18.1K
|
21.2K
$5.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-92- 0.39% |
$15.7K - $18.1K
|
23.3K
$6.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-92- 0.66% |
$15.7K - $18.1K
|
13.8K
$3.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-93- 1.46% |
$15.8K - $18.3K
|
6.26K
$1.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-94- 0.13% |
$16K - $18.5K
|
73.8K
$20M
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-94- 0.27% |
$16K - $18.5K
|
34.4K
$9.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-94- 0.26% |
$16K - $18.5K
|
35.8K
$9.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-94- 0.25% |
$16K - $18.5K
|
37.9K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-94- 0.1% |
$16K - $18.5K
|
95.2K
$25.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-95- 0.06% |
$16.2K - $18.7K
|
149K
$40.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-95- 0.2% |
$16.2K - $18.7K
|
46.8K
$12.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-95- 0.16% |
$16.2K - $18.7K
|
59.5K
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-95- 0.19% |
$16.2K - $18.7K
|
49.6K
$13.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-97- 1.28% |
$16.5K - $19.1K
|
7.49K
$2.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-97- 0.6% |
$16.5K - $19.1K
|
16K
$4.35M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-97- 0.56% |
$16.5K - $19.1K
|
17.3K
$4.68M
|