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 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-206- 0.1% |
$35.1K - $40.5K
|
206K
$41.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-208- 2.96% |
$35.4K - $40.9K
|
6.83K
$1.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-208- 2.04% |
$35.4K - $40.9K
|
9.97K
$2M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-208- 4.17% |
$35.4K - $40.9K
|
4.78K
$957K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-209- 0.06% |
$35.6K - $41.1K
|
356K
$71.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-210- 0.48% |
$35.8K - $41.3K
|
44K
$8.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-210- 1.29% |
$35.8K - $41.3K
|
16K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-210- 0.4% |
$35.8K - $41.3K
|
52.6K
$10.5M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-210- 2.28% |
$35.8K - $41.3K
|
8.98K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-213- 0.07% |
$36.3K - $41.8K
|
304K
$61M
|
|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-215- 5.76% |
$36.6K - $42.2K
|
3.52K
$704K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-215- 1.25% |
$36.6K - $42.2K
|
17K
$3.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-218- 0.3% |
$37.2K - $42.8K
|
72.3K
$14.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-218- 5.32% |
$37.2K - $42.8K
|
3.88K
$778K
|
|
|
Oct 31, 2023
Q3 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-219- 2.88% |
$37.3K - $43K
|
7.39K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-219- 0.15% |
$37.3K - $43K
|
151K
$30.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-220- 0.45% |
$37.5K - $43.2K
|
48.3K
$9.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-220- 0.63% |
$37.5K - $43.2K
|
34.6K
$6.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-220- 5.48% |
$37.5K - $43.2K
|
3.8K
$760K
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-220- 0.43% |
$37.5K - $43.2K
|
51.5K
$10.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-221- 0.16% |
$37.7K - $43.4K
|
137K
$27.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-221- 1.11% |
$37.7K - $43.4K
|
19.7K
$3.95M
|
|
|
May 19, 2025
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-221- 1.11% |
$37.7K - $43.4K
|
19.7K
$3.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-222- 1.35% |
$37.8K - $43.6K
|
16.2K
$3.24M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-222- 0.34% |
$37.8K - $43.6K
|
64.7K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-222- 0.38% |
$37.8K - $43.6K
|
57.7K
$11.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-223- 0.48% |
$38K - $43.8K
|
46.3K
$9.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-224- 3.89% |
$38.2K - $44K
|
5.54K
$1.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-225- 0.33% |
$38.3K - $44.2K
|
68.9K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-225- 0.38% |
$38.3K - $44.2K
|
59.7K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-226- 0.79% |
$38.5K - $44.4K
|
28.4K
$5.69M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-227- 1.92% |
$38.7K - $44.6K
|
11.6K
$2.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-227- 1.31% |
$38.7K - $44.6K
|
17.1K
$3.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-228- 3.36% |
$38.9K - $44.8K
|
6.55K
$1.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-230- 1.2% |
$39.2K - $45.2K
|
18.9K
$3.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-231- 1.09% |
$39.4K - $45.4K
|
20.9K
$4.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-232- 0.88% |
$39.5K - $45.6K
|
26.2K
$5.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-232- 2.2% |
$39.5K - $45.6K
|
10.3K
$2.07M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-232- 0.62% |
$39.5K - $45.6K
|
37.3K
$7.47M
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-233- 3.88% |
$39.7K - $45.8K
|
5.78K
$1.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-233- 1.08% |
$39.7K - $45.8K
|
21.2K
$4.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-233- 0.62% |
$39.7K - $45.8K
|
37.3K
$7.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
SELL
|
- |
-234- 0.55% |
$39.9K - $46K
|
42.3K
$8.47M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-234- 0.34% |
$39.9K - $46K
|
69.5K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-234- 2.31% |
$39.9K - $46K
|
9.91K
$1.98M
|
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-235- 1.01% |
$40.1K - $46.2K
|
23.1K
$4.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-238- 1.13% |
$40.6K - $46.8K
|
20.9K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-238- 0.32% |
$40.6K - $46.8K
|
74.3K
$14.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-240- 1.59% |
$40.9K - $47.1K
|
14.8K
$2.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-240- 0.31% |
$40.9K - $47.1K
|
76.4K
$15.3M
|