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 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-522- 3.72% |
$89K - $103K
|
13.5K
$2.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-523- 1.63% |
$89.1K - $103K
|
31.6K
$6.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-524- 0.46% |
$89.3K - $103K
|
113K
$22.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-526- 4.62% |
$89.6K - $103K
|
10.9K
$2.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
SELL
|
- |
-526- 0.64% |
$89.6K - $103K
|
82.1K
$16.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-527- 1.16% |
$89.8K - $104K
|
45K
$9.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-530- 0.27% |
$90.3K - $104K
|
195K
$39M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-536- 3.98% |
$91.4K - $105K
|
12.9K
$2.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-540- 14.42% |
$92K - $106K
|
3.21K
$642K
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-541- 5.88% |
$92.2K - $106K
|
8.66K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-542- 3.11% |
$92.4K - $106K
|
16.9K
$3.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-543- 7.09% |
$92.5K - $107K
|
7.12K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-544- 1.64% |
$92.7K - $107K
|
32.6K
$6.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-546- 0.78% |
$93.1K - $107K
|
69.6K
$13.9M
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-548- 1.22% |
$93.4K - $108K
|
44.5K
$8.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-549- 1.61% |
$93.6K - $108K
|
33.5K
$6.72M
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-549- 1.24% |
$93.6K - $108K
|
43.9K
$8.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-550- 2.04% |
$93.7K - $108K
|
26.4K
$5.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Two Point Capital Management, Inc.
Pittsford, NY |
SELL
|
- |
-553- 0.71% |
$94.2K - $109K
|
77.8K
$15.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-555- 4.01% |
$94.6K - $109K
|
13.3K
$2.66M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-555- 0.99% |
$94.6K - $109K
|
55.8K
$11.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-560- 19.3% |
$95.4K - $110K
|
2.34K
$469K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-560- 0.74% |
$95.4K - $110K
|
74.8K
$15M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-561- 0.57% |
$95.6K - $110K
|
98.3K
$19.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-561- 0.96% |
$95.6K - $110K
|
57.8K
$11.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-565- 1.04% |
$96.3K - $111K
|
53.8K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-565- 0.31% |
$96.3K - $111K
|
184K
$36.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-566- 1.07% |
$96.5K - $111K
|
52.3K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-566- 2.8% |
$96.5K - $111K
|
19.7K
$3.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-573- 0.83% |
$97.7K - $113K
|
68.2K
$13.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-575- 1.19% |
$98K - $113K
|
47.9K
$9.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-580- 0.84% |
$98.8K - $114K
|
68.4K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-580- 0.98% |
$98.8K - $114K
|
58.5K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-580- 10.64% |
$98.8K - $114K
|
4.87K
$975K
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-580- 10.79% |
$98.8K - $114K
|
4.8K
$960K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-581- 1.39% |
$99K - $114K
|
41.3K
$8.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-584- 0.54% |
$99.5K - $115K
|
108K
$21.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-584- 6.93% |
$99.5K - $115K
|
7.84K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-585- 1.2% |
$99.7K - $115K
|
48.3K
$9.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-590- 1.74% |
$101K - $116K
|
33.4K
$6.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Montgomery Investment Management Inc
|
SELL
|
- |
-590- 0.91% |
$101K - $116K
|
64.6K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-591- 0.53% |
$101K - $116K
|
111K
$22.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-593- 0.92% |
$101K - $116K
|
63.8K
$12.8M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-593- 3.63% |
$101K - $116K
|
15.7K
$3.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-594- 9.34% |
$101K - $117K
|
5.77K
$1.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-598- 1.33% |
$102K - $117K
|
44.5K
$8.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-598- 1.04% |
$102K - $117K
|
57K
$11.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-598- 0.95% |
$102K - $117K
|
62.1K
$12.4M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-599- 0.98% |
$102K - $118K
|
60.3K
$12.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-600- 3.62% |
$102K - $118K
|
16K
$3.2M
|