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 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-322- 1.06% |
$54.9K - $63.3K
|
30.2K
$8.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-323- 0.66% |
$55K - $63.5K
|
48.9K
$13.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-324- 1.48% |
$55.2K - $63.6K
|
21.6K
$5.85M
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-326- 0.77% |
$55.6K - $64K
|
42.1K
$11.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-328- 2.13% |
$55.9K - $64.4K
|
15.1K
$4.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Carroll Investors, Inc
|
SELL
|
- |
-329- 0.34% |
$56.1K - $64.6K
|
96.8K
$26.3M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-331- 1.36% |
$56.4K - $65K
|
24K
$6.53M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-332- 6.39% |
$56.6K - $65.2K
|
4.86K
$1.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-333- 0.2% |
$56.8K - $65.4K
|
166K
$45M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-335- 65.82% |
$57.1K - $65.8K
|
174
$47.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-336- 0.33% |
$57.3K - $66K
|
101K
$27.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-339- 0.64% |
$57.8K - $66.6K
|
53K
$14.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-340- 0.21% |
$57.9K - $66.8K
|
162K
$44M
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-341- 1.9% |
$58.1K - $67K
|
17.6K
$4.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-342- 0.46% |
$58.3K - $67.2K
|
73.9K
$20M
|
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-343- 0.57% |
$58.5K - $67.4K
|
60.1K
$16.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-344- 1.02% |
$58.6K - $67.6K
|
33.4K
$9.05M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-345- 1.84% |
$58.8K - $67.8K
|
18.4K
$4.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-348- 0.68% |
$59.3K - $68.4K
|
51K
$13.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-348- 5.21% |
$59.3K - $68.4K
|
6.34K
$1.72M
|
|
|
Oct 16, 2025
Q3 2023
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-348- 3.01% |
$59.3K - $68.4K
|
11.2K
$3.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-349- 1.01% |
$59.5K - $68.6K
|
34.4K
$9.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-349- 1.14% |
$59.5K - $68.6K
|
30.2K
$8.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-350- 0.22% |
$59.7K - $68.8K
|
156K
$42.4M
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-351- 1.52% |
$59.8K - $69K
|
22.8K
$6.18M
|
|
|
Dec 02, 2024
Q3 2023
|
Conway Capital Management, Inc.
Burbank, CA |
SELL
|
- |
-353- 0.2% |
$60.2K - $69.3K
|
172K
$46.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-354- 2.59% |
$60.3K - $69.5K
|
13.3K
$3.61M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-356- 0.3% |
$60.7K - $69.9K
|
119K
$32.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-356- 0.26% |
$60.7K - $69.9K
|
135K
$36.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-358- 1.29% |
$61K - $70.3K
|
27.5K
$7.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-360- 3.46% |
$61.4K - $70.7K
|
10K
$2.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-360- 0.18% |
$61.4K - $70.7K
|
197K
$53.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-361- 1.82% |
$61.5K - $70.9K
|
19.5K
$5.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-362- 0.87% |
$61.7K - $71.1K
|
41.1K
$11.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-362- 1.75% |
$61.7K - $71.1K
|
20.3K
$5.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-362- 0.3% |
$61.7K - $71.1K
|
119K
$32.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
SELL
|
- |
-363- 0.89% |
$61.9K - $71.3K
|
40.5K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-363- 1.21% |
$61.9K - $71.3K
|
29.6K
$8.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Signify Wealth
|
SELL
|
- |
-364- 1.37% |
$62K - $71.5K
|
26.1K
$7.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-365- 0.82% |
$62.2K - $71.7K
|
44.3K
$12M
|
|
|
Apr 10, 2025
Q3 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-365- 6.06% |
$62.2K - $71.7K
|
5.66K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-366- 2.2% |
$62.4K - $71.9K
|
16.3K
$4.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-368- 1.88% |
$62.7K - $72.3K
|
19.2K
$5.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-370- 6.44% |
$63.1K - $72.7K
|
5.37K
$1.46M
|
|
|
Dec 12, 2024
Q3 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-372- 0.52% |
$63.4K - $73.1K
|
70.9K
$19.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-375- 1.07% |
$63.9K - $73.7K
|
34.7K
$9.43M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-376- 0.51% |
$64.1K - $73.9K
|
73K
$19.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-376- 1.94% |
$64.1K - $73.9K
|
19K
$5.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-378- 3.33% |
$64.4K - $74.3K
|
11K
$2.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-378- 1.7% |
$64.4K - $74.3K
|
21.9K
$5.93M
|