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 29, 2023
Q3 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-163- 1.54% |
$27.8K - $32K
|
10.4K
$2.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-166- 0.82% |
$28.3K - $32.6K
|
20K
$5.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-166- 0.29% |
$28.3K - $32.6K
|
56.8K
$15.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-166- 1.07% |
$28.3K - $32.6K
|
15.3K
$4.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-167- 1.33% |
$28.5K - $32.8K
|
12.4K
$3.36M
|
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-167- 0.15% |
$28.5K - $32.8K
|
111K
$30.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-167- 0.23% |
$28.5K - $32.8K
|
72.7K
$19.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-167- 0.06% |
$28.5K - $32.8K
|
260K
$70.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-168- 0.91% |
$28.6K - $33K
|
18.3K
$4.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-169- 10.54% |
$28.8K - $33.2K
|
1.44K
$389K
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-170- 0.9% |
$29K - $33.4K
|
18.8K
$5.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
SELL
|
- |
-170- 8.85% |
$29K - $33.4K
|
1.75K
$475K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-173- 0.31% |
$29.5K - $34K
|
55.3K
$15M
|
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-173- 1.98% |
$29.5K - $34K
|
8.57K
$2.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-174- 0.74% |
$29.7K - $34.2K
|
23.3K
$6.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-174- 1.39% |
$29.7K - $34.2K
|
12.3K
$3.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-174- 0.11% |
$29.7K - $34.2K
|
165K
$44.7M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-174- 2.0% |
$29.7K - $34.2K
|
8.51K
$2.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-175- 1.06% |
$29.8K - $34.4K
|
16.4K
$4.44M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-176- 0.26% |
$30K - $34.6K
|
68.4K
$18.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-177- 0.49% |
$30.2K - $34.8K
|
36K
$9.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-178- 0.64% |
$30.3K - $35K
|
27.8K
$7.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-180- 1.04% |
$30.7K - $35.4K
|
17.2K
$4.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-181- 1.12% |
$30.8K - $35.6K
|
16K
$4.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
SELL
|
- |
-182- 0.54% |
$31K - $35.8K
|
33.3K
$9.05M
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-182- 1.72% |
$31K - $35.8K
|
10.4K
$2.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-183- 0.3% |
$31.2K - $36K
|
61.2K
$16.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-183- 0.63% |
$31.2K - $36K
|
28.7K
$7.78M
|
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-184- 0.66% |
$31.4K - $36.1K
|
27.8K
$7.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-185- 1.4% |
$31.5K - $36.3K
|
13K
$3.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-187- 0.48% |
$31.9K - $36.7K
|
38.8K
$10.5M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-187- 3.88% |
$31.9K - $36.7K
|
4.63K
$1.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-190- 0.45% |
$32.4K - $37.3K
|
42.5K
$11.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
SELL
|
- |
-192- 0.14% |
$32.7K - $37.7K
|
135K
$36.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-192- 3.91% |
$32.7K - $37.7K
|
4.71K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-194- 2.21% |
$33.1K - $38.1K
|
8.59K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-194- 0.05% |
$33.1K - $38.1K
|
382K
$104M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-195- 0.89% |
$33.2K - $38.3K
|
21.7K
$5.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-195- 0.72% |
$33.2K - $38.3K
|
27K
$7.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-197- 0.22% |
$33.6K - $38.7K
|
88.1K
$23.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-198- 0.23% |
$33.7K - $38.9K
|
86K
$23.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-198- 0.44% |
$33.7K - $38.9K
|
44.6K
$12.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-198- 0.89% |
$33.7K - $38.9K
|
22.1K
$6.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-200- 2.19% |
$34.1K - $39.3K
|
8.92K
$2.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-200- 0.41% |
$34.1K - $39.3K
|
49K
$13.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-200- 0.59% |
$34.1K - $39.3K
|
33.9K
$9.19M
|
|
|
Nov 03, 2023
Q3 2023
|
Searle & Co.
|
SELL
|
- |
-200- 0.16% |
$34.1K - $39.3K
|
124K
$33.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Mu Investments Co., Ltd.
|
SELL
|
- |
-200- 0.88% |
$34.1K - $39.3K
|
22.4K
$6.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Beddow Capital Management Inc
|
SELL
|
- |
-200- 7.14% |
$34.1K - $39.3K
|
2.6K
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-200- 0.81% |
$34.1K - $39.3K
|
24.5K
$6.64M
|