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 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-111- 3.06% |
$18.9K - $21.8K
|
3.52K
$864K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-111- 0.97% |
$18.9K - $21.8K
|
11.4K
$2.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-113- 0.7% |
$19.3K - $22.2K
|
16.1K
$3.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-113- 0.16% |
$19.3K - $22.2K
|
70.6K
$17.3M
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-113- 0.83% |
$19.3K - $22.2K
|
13.5K
$3.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-114- 0.35% |
$19.4K - $22.4K
|
32.3K
$7.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-114- 0.78% |
$19.4K - $22.4K
|
14.5K
$3.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-114- 0.15% |
$19.4K - $22.4K
|
77.6K
$19.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-114- 1.29% |
$19.4K - $22.4K
|
8.73K
$2.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-115- 0.33% |
$19.6K - $22.6K
|
35.1K
$8.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-115- 0.53% |
$19.6K - $22.6K
|
21.5K
$5.29M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-116- 0.27% |
$19.8K - $22.8K
|
43.6K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-116- 0.7% |
$19.8K - $22.8K
|
16.4K
$4.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-117- 0.74% |
$19.9K - $23K
|
15.7K
$3.86M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-117- 0.18% |
$19.9K - $23K
|
65.5K
$16.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-118- 4.62% |
$20.1K - $23.2K
|
2.44K
$599K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-120- 1.95% |
$20.5K - $23.6K
|
6.04K
$1.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Prospect Hill Management, LLC
|
SELL
|
- |
-120- 0.02% |
$20.5K - $23.6K
|
515K
$127M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-120- 0.45% |
$20.5K - $23.6K
|
26.8K
$6.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-120- 1.11% |
$20.5K - $23.6K
|
10.7K
$2.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-121- 0.83% |
$20.6K - $23.8K
|
14.5K
$3.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-121- 0.12% |
$20.6K - $23.8K
|
98.8K
$24.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-122- 0.24% |
$20.8K - $24K
|
50.7K
$12.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-122- 1.09% |
$20.8K - $24K
|
11K
$2.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-123- 1.07% |
$21K - $24.2K
|
11.3K
$2.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-124- 1.1% |
$21.1K - $24.4K
|
11.2K
$2.74M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-124- 0.2% |
$21.1K - $24.4K
|
60.5K
$14.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-124- 0.36% |
$21.1K - $24.4K
|
33.9K
$8.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-125- 0.5% |
$21.3K - $24.6K
|
24.6K
$6.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-125- 0.65% |
$21.3K - $24.6K
|
19.1K
$4.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-125- 0.29% |
$21.3K - $24.6K
|
42.8K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-125- 1.56% |
$21.3K - $24.6K
|
7.9K
$1.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-127- 0.08% |
$21.6K - $24.9K
|
162K
$39.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-128- 0.48% |
$21.8K - $25.1K
|
26.5K
$6.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-130- 2.04% |
$22.2K - $25.5K
|
6.23K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-130- 1.06% |
$22.2K - $25.5K
|
12.2K
$2.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-131- 1.28% |
$22.3K - $25.7K
|
10.1K
$2.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-131- 0.27% |
$22.3K - $25.7K
|
48K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-131- 0.14% |
$22.3K - $25.7K
|
92.1K
$22.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-131- 0.48% |
$22.3K - $25.7K
|
27.4K
$6.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-133- 2.22% |
$22.7K - $26.1K
|
5.87K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-133- 1.16% |
$22.7K - $26.1K
|
11.3K
$2.78M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-134- 0.22% |
$22.8K - $26.3K
|
61.9K
$15.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-135- 0.75% |
$23K - $26.5K
|
17.8K
$4.37M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-135- 2.06% |
$23K - $26.5K
|
6.42K
$1.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-135- 0.23% |
$23K - $26.5K
|
57.8K
$14.2M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-137- 0.58% |
$23.3K - $26.9K
|
23.3K
$5.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-139- 0.35% |
$23.7K - $27.3K
|
39.4K
$9.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Valueworks LLC
New York, NY |
SELL
|
- |
-140- 0.6% |
$23.9K - $27.5K
|
23.2K
$5.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-140- 0.25% |
$23.9K - $27.5K
|
56.6K
$13.9M
|