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 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-397- 1.72% |
$67.7K - $78K
|
22.7K
$4.55M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-398- 0.79% |
$67.8K - $78.2K
|
50K
$10M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-399- 0.41% |
$68K - $78.4K
|
97.8K
$19.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-400- 3.22% |
$68.2K - $78.6K
|
12K
$2.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-400- 13.74% |
$68.2K - $78.6K
|
2.51K
$503K
|
|
|
Oct 24, 2023
Q3 2023
|
American Asset Management Inc.
|
SELL
|
- |
-405- 13.59% |
$69K - $79.6K
|
2.58K
$516K
|
|
|
Oct 30, 2023
Q3 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-406- 1.58% |
$69.2K - $79.8K
|
25.3K
$5.07M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-408- 0.43% |
$69.5K - $80.2K
|
93.6K
$18.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-408- 1.58% |
$69.5K - $80.2K
|
25.4K
$5.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-410- 0.63% |
$69.9K - $80.5K
|
64.8K
$13M
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-412- 7.12% |
$70.2K - $80.9K
|
5.38K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-413- 0.78% |
$70.4K - $81.1K
|
52.5K
$10.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-414- 0.59% |
$70.6K - $81.3K
|
69.5K
$13.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-415- 4.85% |
$70.7K - $81.5K
|
8.15K
$1.63M
|
|
|
Oct 18, 2023
Q3 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-417- 1.02% |
$71.1K - $81.9K
|
40.6K
$8.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-417- 0.21% |
$71.1K - $81.9K
|
194K
$38.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-419- 2.51% |
$71.4K - $82.3K
|
16.3K
$3.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-420- 0.73% |
$71.6K - $82.5K
|
57K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-423- 0.72% |
$72.1K - $83.1K
|
58.1K
$11.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-424- 1.32% |
$72.3K - $83.3K
|
31.6K
$6.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-424- 2.93% |
$72.3K - $83.3K
|
14.1K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
SELL
|
- |
-425- 13.12% |
$72.4K - $83.5K
|
2.81K
$564K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-425- 4.32% |
$72.4K - $83.5K
|
9.42K
$1.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-426- 1.75% |
$72.6K - $83.7K
|
23.9K
$4.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-426- 3.57% |
$72.6K - $83.7K
|
11.5K
$2.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-426- 10.59% |
$72.6K - $83.7K
|
3.6K
$721K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-427- 0.56% |
$72.8K - $83.9K
|
75.8K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-427- 0.27% |
$72.8K - $83.9K
|
157K
$31.5M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
SELL
|
- |
-433- 2.55% |
$73.8K - $85.1K
|
16.6K
$3.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-434- 0.97% |
$74K - $85.3K
|
44.2K
$8.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-435- 4.8% |
$74.1K - $85.5K
|
8.63K
$1.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-436- 0.49% |
$74.3K - $85.7K
|
89.1K
$17.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-440- 0.76% |
$75K - $86.4K
|
57.6K
$11.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-440- 1.44% |
$75K - $86.4K
|
30.1K
$6.02M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-442- 0.08% |
$75.3K - $86.8K
|
568K
$114M
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-443- 1.07% |
$75.5K - $87K
|
40.8K
$8.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-443- 2.02% |
$75.5K - $87K
|
21.4K
$4.29M
|
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-444- 2.68% |
$75.7K - $87.2K
|
16.1K
$3.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-445- 2.48% |
$75.8K - $87.4K
|
17.5K
$3.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-446- 0.44% |
$76K - $87.6K
|
99.9K
$20M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-449- 0.25% |
$76.5K - $88.2K
|
177K
$35.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-450- 4.79% |
$76.7K - $88.4K
|
8.95K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-451- 1.14% |
$76.9K - $88.6K
|
39.3K
$7.86M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-455- 2.88% |
$77.5K - $89.4K
|
15.3K
$3.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-457- 0.47% |
$77.9K - $89.8K
|
97.3K
$19.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-458- 0.54% |
$78.1K - $90K
|
85.1K
$17M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-458- 2.47% |
$78.1K - $90K
|
18.1K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-458- 0.33% |
$78.1K - $90K
|
139K
$27.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-460- 4.83% |
$78.4K - $90.4K
|
9.06K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-460- 0.44% |
$78.4K - $90.4K
|
104K
$20.7M
|