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 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-489- 2.59% |
$83.3K - $96.1K
|
18.4K
$4.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-489- 2.13% |
$83.3K - $96.1K
|
22.4K
$5.5M
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-490- 0.83% |
$83.5K - $96.3K
|
58.8K
$14.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-490- 1.07% |
$83.5K - $96.3K
|
45.4K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-490- 0.83% |
$83.5K - $96.3K
|
58.5K
$14.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-491- 0.23% |
$83.7K - $96.5K
|
213K
$52.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-491- 1.05% |
$83.7K - $96.5K
|
46.2K
$11.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-491- 0.44% |
$83.7K - $96.5K
|
112K
$27.5M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-491- 0.41% |
$83.7K - $96.5K
|
120K
$29.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-492- 2.8% |
$83.9K - $96.7K
|
17.1K
$4.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-494- 1.53% |
$84.2K - $97K
|
31.8K
$7.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-494- 0.47% |
$84.2K - $97K
|
106K
$25.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-494- 1.98% |
$84.2K - $97K
|
24.4K
$5.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-496- 7.76% |
$84.5K - $97.4K
|
5.9K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-497- 0.72% |
$84.7K - $97.6K
|
68.9K
$16.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-500- 32.26% |
$85.2K - $98.2K
|
1.05K
$258K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-502- 0.41% |
$85.6K - $98.6K
|
122K
$30M
|
|
|
Nov 06, 2023
Q3 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-505- 17.79% |
$86.1K - $99.2K
|
2.33K
$573K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-507- 1.99% |
$86.4K - $99.6K
|
25K
$6.14M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-507- 0.98% |
$86.4K - $99.6K
|
51.1K
$12.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-510- 0.77% |
$86.9K - $100K
|
66K
$16.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-510- 0.39% |
$86.9K - $100K
|
129K
$31.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-510- 1.75% |
$86.9K - $100K
|
28.6K
$7.03M
|
|
|
Nov 02, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-512- 0.38% |
$87.3K - $101K
|
134K
$32.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-515- 0.49% |
$87.8K - $101K
|
104K
$25.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-515- 0.28% |
$87.8K - $101K
|
186K
$45.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-516- 0.22% |
$87.9K - $101K
|
230K
$56.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
SELL
|
- |
-517- 8.16% |
$88.1K - $102K
|
5.82K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-517- 6.06% |
$88.1K - $102K
|
8.02K
$1.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-518- 29.05% |
$88.3K - $102K
|
1.27K
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-518- 0.07% |
$88.3K - $102K
|
728K
$179M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-518- 0.93% |
$88.3K - $102K
|
55.4K
$13.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-520- 0.49% |
$88.6K - $102K
|
106K
$26M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-520- 0.35% |
$88.6K - $102K
|
146K
$36M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-521- 0.67% |
$88.8K - $102K
|
77.1K
$18.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-522- 3.72% |
$89K - $103K
|
13.5K
$3.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-523- 1.63% |
$89.1K - $103K
|
31.6K
$7.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-524- 0.46% |
$89.3K - $103K
|
113K
$27.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-526- 4.62% |
$89.6K - $103K
|
10.9K
$2.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
SELL
|
- |
-526- 0.64% |
$89.6K - $103K
|
82.1K
$20.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-527- 1.16% |
$89.8K - $104K
|
45K
$11.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-530- 0.27% |
$90.3K - $104K
|
195K
$47.8M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-536- 3.98% |
$91.4K - $105K
|
12.9K
$3.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-540- 14.42% |
$92K - $106K
|
3.21K
$787K
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-541- 5.88% |
$92.2K - $106K
|
8.66K
$2.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-542- 3.11% |
$92.4K - $106K
|
16.9K
$4.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-543- 7.09% |
$92.5K - $107K
|
7.12K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-544- 1.64% |
$92.7K - $107K
|
32.6K
$8M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-546- 0.78% |
$93.1K - $107K
|
69.6K
$17.1M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-548- 1.22% |
$93.4K - $108K
|
44.5K
$10.9M
|