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 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-99- 0.28% |
$16.9K - $19.4K
|
35K
$9.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-100- 0.77% |
$17K - $19.6K
|
12.9K
$3.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-100- 1.72% |
$17K - $19.6K
|
5.71K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-100- 2.02% |
$17K - $19.6K
|
4.86K
$1.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-101- 1.15% |
$17.2K - $19.8K
|
8.67K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-102- 0.63% |
$17.4K - $20K
|
16.1K
$4.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-104- 0.51% |
$17.7K - $20.4K
|
20.4K
$5.48M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-104- 0.07% |
$17.7K - $20.4K
|
157K
$42.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-104- 0.63% |
$17.7K - $20.4K
|
16.5K
$4.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-105- 0.31% |
$17.9K - $20.6K
|
33.9K
$9.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-105- 0.03% |
$17.9K - $20.6K
|
315K
$84.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-105- 1.26% |
$17.9K - $20.6K
|
8.24K
$2.22M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-106- 0.7% |
$18.1K - $20.8K
|
15K
$4.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-107- 0.7% |
$18.2K - $21K
|
15.1K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-107- 1.27% |
$18.2K - $21K
|
8.3K
$2.23M
|
|
|
Apr 28, 2025
Q3 2023
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-107- 0.13% |
$18.2K - $21K
|
80.8K
$21.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-108- 0.2% |
$18.4K - $21.2K
|
53.2K
$14.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-108- 1.84% |
$18.4K - $21.2K
|
5.75K
$1.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-108- 1.96% |
$18.4K - $21.2K
|
5.41K
$1.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
SELL
|
- |
-109- 1.32% |
$18.6K - $21.4K
|
8.15K
$2.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-109- 0.47% |
$18.6K - $21.4K
|
23K
$6.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
SELL
|
- |
-110- 0.97% |
$18.7K - $21.6K
|
11.2K
$3.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-110- 2.49% |
$18.7K - $21.6K
|
4.3K
$1.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-111- 3.06% |
$18.9K - $21.8K
|
3.52K
$945K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-111- 0.97% |
$18.9K - $21.8K
|
11.4K
$3.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-113- 0.7% |
$19.3K - $22.2K
|
16.1K
$4.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-113- 0.16% |
$19.3K - $22.2K
|
70.6K
$19M
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-113- 0.83% |
$19.3K - $22.2K
|
13.5K
$3.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-114- 0.35% |
$19.4K - $22.4K
|
32.3K
$8.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-114- 0.78% |
$19.4K - $22.4K
|
14.5K
$3.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-114- 0.15% |
$19.4K - $22.4K
|
77.6K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-114- 1.29% |
$19.4K - $22.4K
|
8.73K
$2.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-115- 0.33% |
$19.6K - $22.6K
|
35.1K
$9.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-115- 0.53% |
$19.6K - $22.6K
|
21.5K
$5.79M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-116- 0.27% |
$19.8K - $22.8K
|
43.6K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-116- 0.7% |
$19.8K - $22.8K
|
16.4K
$4.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-117- 0.74% |
$19.9K - $23K
|
15.7K
$4.23M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-117- 0.18% |
$19.9K - $23K
|
65.5K
$17.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-118- 4.62% |
$20.1K - $23.2K
|
2.44K
$655K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-120- 1.95% |
$20.5K - $23.6K
|
6.04K
$1.62M
|
|
|
Oct 16, 2023
Q3 2023
|
Prospect Hill Management, LLC
|
SELL
|
- |
-120- 0.02% |
$20.5K - $23.6K
|
515K
$139M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-120- 0.45% |
$20.5K - $23.6K
|
26.8K
$7.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-120- 1.11% |
$20.5K - $23.6K
|
10.7K
$2.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-121- 0.83% |
$20.6K - $23.8K
|
14.5K
$3.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-121- 0.12% |
$20.6K - $23.8K
|
98.8K
$26.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-122- 0.24% |
$20.8K - $24K
|
50.7K
$13.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-122- 1.09% |
$20.8K - $24K
|
11K
$2.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-123- 1.07% |
$21K - $24.2K
|
11.3K
$3.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-124- 1.1% |
$21.1K - $24.4K
|
11.2K
$3M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-124- 0.2% |
$21.1K - $24.4K
|
60.5K
$16.3M
|