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 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-141- 2.55% |
$24K - $27.7K
|
5.39K
$1.32M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-141- 0.74% |
$24K - $27.7K
|
18.8K
$4.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-142- 1.52% |
$24.2K - $27.9K
|
9.2K
$2.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Management Corp
|
SELL
|
- |
-143- 2.77% |
$24.4K - $28.1K
|
5.03K
$1.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-144- 0.13% |
$24.5K - $28.3K
|
111K
$27.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-145- 3.08% |
$24.7K - $28.5K
|
4.57K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-145- 0.95% |
$24.7K - $28.5K
|
15K
$3.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-148- 0.38% |
$25.2K - $29.1K
|
38.5K
$9.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Shaker Investments LLC
|
SELL
|
- |
-150- 5.87% |
$25.6K - $29.5K
|
2.4K
$590K
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-152- 1.53% |
$25.9K - $29.9K
|
9.78K
$2.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-152- 0.93% |
$25.9K - $29.9K
|
16.2K
$3.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-153- 1.96% |
$26.1K - $30.1K
|
7.65K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-153- 0.16% |
$26.1K - $30.1K
|
95K
$23.3M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-154- 1.95% |
$26.2K - $30.3K
|
7.76K
$1.91M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-155- 1.49% |
$26.4K - $30.4K
|
10.2K
$2.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-155- 1.22% |
$26.4K - $30.4K
|
12.5K
$3.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-157- 0.41% |
$26.8K - $30.8K
|
37.9K
$9.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Hendley & CO Inc
|
SELL
|
- |
-157- 0.16% |
$26.8K - $30.8K
|
99.5K
$24.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-158- 2.19% |
$26.9K - $31K
|
7.04K
$1.73M
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-158- 5.46% |
$26.9K - $31K
|
2.74K
$672K
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-159- 0.49% |
$27.1K - $31.2K
|
32.2K
$7.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-159- 0.22% |
$27.1K - $31.2K
|
72K
$17.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-160- 2.29% |
$27.3K - $31.4K
|
6.84K
$1.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-160- 1.21% |
$27.3K - $31.4K
|
13.1K
$3.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Campion Asset Management
|
SELL
|
- |
-160- 0.91% |
$27.3K - $31.4K
|
17.5K
$4.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-161- 0.07% |
$27.4K - $31.6K
|
223K
$54.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-162- 0.22% |
$27.6K - $31.8K
|
72.8K
$17.9M
|
|
|
Nov 29, 2023
Q3 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-163- 1.54% |
$27.8K - $32K
|
10.4K
$2.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-166- 0.82% |
$28.3K - $32.6K
|
20K
$4.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-166- 0.29% |
$28.3K - $32.6K
|
56.8K
$13.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-166- 1.07% |
$28.3K - $32.6K
|
15.3K
$3.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-167- 1.33% |
$28.5K - $32.8K
|
12.4K
$3.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-167- 0.15% |
$28.5K - $32.8K
|
111K
$27.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-167- 0.23% |
$28.5K - $32.8K
|
72.7K
$17.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-167- 0.06% |
$28.5K - $32.8K
|
260K
$63.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-168- 0.91% |
$28.6K - $33K
|
18.3K
$4.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-169- 10.54% |
$28.8K - $33.2K
|
1.44K
$352K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-170- 0.9% |
$29K - $33.4K
|
18.8K
$4.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-170- 8.85% |
$29K - $33.4K
|
1.75K
$430K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-173- 0.31% |
$29.5K - $34K
|
55.3K
$13.6M
|
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-173- 1.98% |
$29.5K - $34K
|
8.57K
$2.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-174- 0.74% |
$29.7K - $34.2K
|
23.3K
$5.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-174- 1.39% |
$29.7K - $34.2K
|
12.3K
$3.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-174- 0.11% |
$29.7K - $34.2K
|
165K
$40.4M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-174- 2.0% |
$29.7K - $34.2K
|
8.51K
$2.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-175- 1.06% |
$29.8K - $34.4K
|
16.4K
$4.02M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-176- 0.26% |
$30K - $34.6K
|
68.4K
$16.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-177- 0.49% |
$30.2K - $34.8K
|
36K
$8.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-178- 0.64% |
$30.3K - $35K
|
27.8K
$6.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-180- 1.04% |
$30.7K - $35.4K
|
17.2K
$4.22M
|