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
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-290- 1.31% |
$49.4K - $57K
|
21.8K
$4.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-291- 0.65% |
$49.6K - $57.2K
|
44.8K
$8.97M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-292- 0.61% |
$49.8K - $57.4K
|
47.8K
$9.57M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-295- 2.19% |
$50.3K - $58K
|
13.1K
$2.63M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-295- 1.12% |
$50.3K - $58K
|
26.1K
$5.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-296- 0.53% |
$50.4K - $58.1K
|
55.6K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-296- 1.54% |
$50.4K - $58.1K
|
18.9K
$3.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-297- 0.21% |
$50.6K - $58.3K
|
144K
$28.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-299- 2.56% |
$51K - $58.7K
|
11.4K
$2.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-299- 9.31% |
$51K - $58.7K
|
2.91K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-299- 2.37% |
$51K - $58.7K
|
12.3K
$2.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Penbrook Management LLC
|
SELL
|
- |
-300- 5.62% |
$51.1K - $58.9K
|
5.04K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-300- 1.51% |
$51.1K - $58.9K
|
19.5K
$3.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-300- 0.11% |
$51.1K - $58.9K
|
268K
$53.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-300- 1.6% |
$51.1K - $58.9K
|
18.5K
$3.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-301- 1.08% |
$51.3K - $59.1K
|
27.5K
$5.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-301- 1.03% |
$51.3K - $59.1K
|
28.9K
$5.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-301- 1.69% |
$51.3K - $59.1K
|
17.6K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-301- 0.31% |
$51.3K - $59.1K
|
95.3K
$19.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-302- 0.73% |
$51.5K - $59.3K
|
41.3K
$8.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-304- 0.24% |
$51.8K - $59.7K
|
128K
$25.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-305- 0.23% |
$52K - $59.9K
|
130K
$26.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-306- 0.77% |
$52.2K - $60.1K
|
39.6K
$7.93M
|
|
|
Oct 26, 2023
Q3 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-307- 1.01% |
$52.3K - $60.3K
|
30.1K
$6.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-308- 8.84% |
$52.5K - $60.5K
|
3.18K
$636K
|
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
SELL
|
- |
-310- 0.99% |
$52.8K - $60.9K
|
30.9K
$6.19M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-312- 0.14% |
$53.2K - $61.3K
|
222K
$44.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-312- 0.78% |
$53.2K - $61.3K
|
39.6K
$7.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-313- 1.36% |
$53.3K - $61.5K
|
22.6K
$4.53M
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-314- 2.74% |
$53.5K - $61.7K
|
11.2K
$2.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-315- 0.38% |
$53.7K - $61.9K
|
83.1K
$16.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Hourglass Capital, LLC
|
SELL
|
- |
-315- 0.74% |
$53.7K - $61.9K
|
42.3K
$8.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-315- 8.52% |
$53.7K - $61.9K
|
3.38K
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-315- 7.22% |
$53.7K - $61.9K
|
4.05K
$811K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-316- 0.75% |
$53.9K - $62.1K
|
41.8K
$8.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-317- 1.51% |
$54K - $62.3K
|
20.7K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-318- 2.07% |
$54.2K - $62.5K
|
15K
$3.01M
|
|
|
Oct 31, 2023
Q3 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-320- 1.82% |
$54.5K - $62.9K
|
17.3K
$3.47M
|
|
|
Oct 05, 2023
Q3 2023
|
Profit Investment Management, LLC
|
SELL
|
- |
-321- 3.34% |
$54.7K - $63.1K
|
9.29K
$1.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-321- 0.32% |
$54.7K - $63.1K
|
101K
$20.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-322- 1.06% |
$54.9K - $63.3K
|
30.2K
$6.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-323- 0.66% |
$55K - $63.5K
|
48.9K
$9.79M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-324- 1.48% |
$55.2K - $63.6K
|
21.6K
$4.32M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-326- 0.77% |
$55.6K - $64K
|
42.1K
$8.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-328- 2.13% |
$55.9K - $64.4K
|
15.1K
$3.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Carroll Investors, Inc
|
SELL
|
- |
-329- 0.34% |
$56.1K - $64.6K
|
96.8K
$19.4M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-331- 1.36% |
$56.4K - $65K
|
24K
$4.82M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-332- 6.39% |
$56.6K - $65.2K
|
4.86K
$973K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-333- 0.2% |
$56.8K - $65.4K
|
166K
$33.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-335- 65.82% |
$57.1K - $65.8K
|
174
$34.9K
|