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 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-549- 1.61% |
$93.6K - $108K
|
33.5K
$8.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-549- 1.24% |
$93.6K - $108K
|
43.9K
$10.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-550- 2.04% |
$93.7K - $108K
|
26.4K
$6.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-553- 0.71% |
$94.2K - $109K
|
77.8K
$19.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-555- 4.01% |
$94.6K - $109K
|
13.3K
$3.26M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-555- 0.99% |
$94.6K - $109K
|
55.8K
$13.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-560- 19.3% |
$95.4K - $110K
|
2.34K
$575K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-560- 0.74% |
$95.4K - $110K
|
74.8K
$18.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-561- 0.57% |
$95.6K - $110K
|
98.3K
$24.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-561- 0.96% |
$95.6K - $110K
|
57.8K
$14.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-565- 1.04% |
$96.3K - $111K
|
53.8K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-565- 0.31% |
$96.3K - $111K
|
184K
$45.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-566- 1.07% |
$96.5K - $111K
|
52.3K
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-566- 2.8% |
$96.5K - $111K
|
19.7K
$4.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-573- 0.83% |
$97.7K - $113K
|
68.2K
$16.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-575- 1.19% |
$98K - $113K
|
47.9K
$11.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-580- 0.84% |
$98.8K - $114K
|
68.4K
$16.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-580- 0.98% |
$98.8K - $114K
|
58.5K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-580- 10.64% |
$98.8K - $114K
|
4.87K
$1.2M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-580- 10.79% |
$98.8K - $114K
|
4.8K
$1.18M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-581- 1.39% |
$99K - $114K
|
41.3K
$10.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-584- 0.54% |
$99.5K - $115K
|
108K
$26.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-584- 6.93% |
$99.5K - $115K
|
7.84K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-585- 1.2% |
$99.7K - $115K
|
48.3K
$11.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-590- 1.74% |
$101K - $116K
|
33.4K
$8.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-590- 0.91% |
$101K - $116K
|
64.6K
$15.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-591- 0.53% |
$101K - $116K
|
111K
$27.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-593- 0.92% |
$101K - $116K
|
63.8K
$15.7M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-593- 3.63% |
$101K - $116K
|
15.7K
$3.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-594- 9.34% |
$101K - $117K
|
5.77K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-598- 1.33% |
$102K - $117K
|
44.5K
$10.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-598- 1.04% |
$102K - $117K
|
57K
$14M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-598- 0.95% |
$102K - $117K
|
62.1K
$15.3M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-599- 0.98% |
$102K - $118K
|
60.3K
$14.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-600- 3.62% |
$102K - $118K
|
16K
$3.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-600- 2.46% |
$102K - $118K
|
23.8K
$5.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-601- 4.78% |
$102K - $118K
|
12K
$2.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-601- 0.66% |
$102K - $118K
|
90.9K
$22.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-605- 14.48% |
$103K - $119K
|
3.57K
$878K
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-605- 1.7% |
$103K - $119K
|
34.9K
$8.58M
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-606- 0.67% |
$103K - $119K
|
89.5K
$22M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-608- 0.63% |
$104K - $119K
|
96.4K
$23.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-613- 4.49% |
$104K - $120K
|
13K
$3.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-613- 4.29% |
$104K - $120K
|
13.7K
$3.36M
|
|
|
Oct 19, 2023
Q3 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-616- 1.68% |
$105K - $121K
|
36.1K
$8.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-621- 1.15% |
$106K - $122K
|
53.2K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-621- 1.36% |
$106K - $122K
|
45.1K
$11.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-622- 1.61% |
$106K - $122K
|
38K
$9.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-623- 15.97% |
$106K - $122K
|
3.28K
$805K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-625- 3.96% |
$107K - $123K
|
15.2K
$3.72M
|